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Wells Fargo

1,954 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 668 increasing their positions, 955 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 75.83%75.08% (-0.75%)

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.03B)

3% less funds holding

Funds holding: 2,0151,954 (-61)

5% less funds holding in top 10

Funds holding in top 10: 119113 (-6)

16% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.26B

27% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 131

30% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 955

Holders
1,954
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.45%
New
96
Increased
668
Reduced
955
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
1826
Brewin Dolphin Wealth Management
Ireland
$130K
SBL
1827
Sargent Bickham Lagudis
Colorado
$125K -$24.3K -519 -16%
TCM
1828
Tradewinds Capital Management
Washington
$125K +$234 +5 +0.2%
AIM
1829
Advantage Investment Management
Iowa
$124K -$15.1K -322 -11%
WOC
1830
West Oak Capital
California
$121K
DOA
1831
D'Orazio & Associates
Virginia
$120K -$2.67K -57 -2%
CAC
1832
Certified Advisory Corp
Florida
$114K -$12.1K -259 -10%
AFIA
1833
America First Investment Advisors
Nebraska
$114K
LFG
1834
LifePlan Financial Group
Ohio
$109K
FA
1835
Fortis Advisors
Pennsylvania
$107K
JWM
1836
Janiczek Wealth Management
Colorado
$105K
LA
1837
Legacy Advisors
Pennsylvania
$105K +$49.1K +1,050 +90%
WC
1838
Whitnell & Co
Illinois
$103K +$187 +4 +0.2%
AOWM
1839
Alpha Omega Wealth Management
Virginia
$102K +$234 +5 +0.2%
MA
1840
MCF Advisors
Kentucky
$100K -$53.7K -1,149 -35%
RIA
1841
RPG Investment Advisory
California
$100K
AJ
1842
Ashburton (Jersey)
Jersey
$100K +$38.4K +821 +63%
MS
1843
Mizuho Securities
Japan
$95K +$93.5K +2,000 New
SAM
1844
Security Asset Management
New York
$94K
HIM
1845
Hillsdale Investment Management
Ontario, Canada
$92K
VC
1846
Vestor Capital
Illinois
$91K -$86.2K -1,843 -49%
CCMW
1847
Cypress Capital Management (Wyoming)
Wyoming
$91K +$47 +1 +0.1%
PFC
1848
Phocas Financial Corp
California
$91K +$90.3K +1,930 New
EWM
1849
Elmwood Wealth Management
California
$90K -$98.8K -2,113 -53%
CIR
1850
Clear Investment Research
Georgia
$86K

WFC Hedge Fund Activity: Q2 2019 in Review

1,954 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2019, worth a combined $159B — down 4.2% from $166B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WFC and 96 opened new positions — a net loss of 35 holders — while 955 trimmed existing stakes and 668 added.

The largest buyer was Nuveen, adding an estimated $971M. The largest seller was Magellan Asset Management, cutting an estimated $1.09B.

  • 1,954 institutional investors held Wells Fargo (WFC) as of Q2 2019, down from 2,015 in Q1 2019.
  • Funds reported $159B of Wells Fargo stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 96 funds opened new Wells Fargo positions in Q2 2019 and 131 closed out, a net change of -35 holders.
  • The largest Wells Fargo buyer in Q2 2019 was Nuveen, an estimated $971M added.
  • The largest Wells Fargo seller in Q2 2019 was Magellan Asset Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q2 2019.