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Wells Fargo

2,015 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 742 increasing their positions, 889 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 105

2% more capital invested

Capital invested by funds: $162B → $166B (+$3.96B)

0.69% more ownership

Funds ownership: 75.14%75.83% (+0.69%)

0% more funds holding

Funds holding: 2,0062,015 (+9)

12% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.12B

16% less funds holding in top 10

Funds holding in top 10: 142119 (-23)

17% less repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 889

Holders
2,015
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
43.61%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
742
Reduced
889
Closed
105
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1826
Barnett & Company
Tennessee
$208K
M
1827
MOTCO
Texas
$207K -$20.5K -417 -9%
AAM
1828
American Asset Management
Florida
$207K +$210K +4,275 New
CFG
1829
CKW Financial Group
Hawaii
$205K
WSCM
1830
Wellington Shields Capital Management
New York
$205K +$208K +4,238 New
BST
1831
Bath Savings Trust
Maine
$204K +$207K +4,217 New
VAM
1832
Verity Asset Management
North Carolina
$204K +$208K +4,228 New
DDC
1833
DF Dent & Co
Maryland
$203K -$45.1K -916 -18%
TAM
1834
Trillium Asset Management
Massachusetts
$203K +$206K +4,191 New
HI
1835
Harrington Investments
California
$203K +$206K +4,194 New
ECM
1836
Ensemble Capital Management
California
$203K +$207K +4,200 New
HFS
1837
Howard Financial Services
Texas
$203K +$207K +4,204 New
SCP
1838
Sandhill Capital Partners
New York
$202K +$205K +4,172 New
AF
1839
Aldebaran Financial
$202K +$206K +4,181 New
FC
1840
FCA Corp
Texas
$201K +$205K +4,161 New
SFP
1841
Shepherd Financial Partners
Massachusetts
$200K +$204K +4,138 New
JGIA
1842
Jackson Grant Investment Advisers
Connecticut
$197K -$124K -2,518 -38%
QAM
1843
QCI Asset Management
New York
$197K -$6.74K -137 -3%
EWM
1844
Elmwood Wealth Management
California
$194K +$189K +3,851 +2,252%
PGWM
1845
Parisi Gray Wealth Management
New Jersey
$193K -$36.3K -739 -16%
MFBTD
1846
MB Financial Bank - Trust Department
Illinois
$192K +$8.12K +165 +4%
SIAS
1847
Shine Investment Advisory Services
Colorado
$190K +$541 +11 +0.3%
PCA
1848
Peddock Capital Advisors
Massachusetts
$189K -$9.84K -200 -5%
ATC
1849
Adirondack Trust Company
New York
$187K -$984 -20 -0.5%
FFC
1850
First Financial Corp
Indiana
$186K -$47K -955 -20%

WFC Hedge Fund Activity: Q1 2019 in Review

2,015 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2019, worth a combined $166B — up 2.4% from $162B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WFC positions and 105 closed out — a net gain of 34 holders — while 742 added to existing stakes and 889 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $1.36B.

  • 2,015 institutional investors held Wells Fargo (WFC) as of Q1 2019, up from 2,006 in Q4 2018.
  • Funds reported $166B of Wells Fargo stock for Q1 2019, up 2.4% quarter-over-quarter.
  • 139 funds opened new Wells Fargo positions in Q1 2019 and 105 closed out, a net change of +34 holders.
  • The largest Wells Fargo buyer in Q1 2019 was First Eagle Investment Management, an estimated $408M added.
  • The largest Wells Fargo seller in Q1 2019 was Capital International Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.