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Wells Fargo

2,007 hedge funds and large institutions have $162B invested in Wells Fargo in 2018 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 526 increasing their positions, 1,033 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 160

7% more funds holding in top 10

Funds holding in top 10: 133142 (+9)

2% more funds holding

Funds holding: 1,9742,007 (+33)

0.24% less ownership

Funds ownership: 75.38%75.14% (-0.24%)

15% less capital invested

Capital invested by funds: $191B → $162B (-$28.5B)

21% less call options, than puts

Call options by funds: $2.04B | Put options by funds: $2.59B

49% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 1,033

Holders
2,007
Holders Change
+33
Holders Change %
+1.67%
% of All Funds
44.71%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
3.16%
New
214
Increased
526
Reduced
1,033
Closed
160
Calls
$2.04B
Puts
$2.59B
Net Calls
-$549M
Net Calls Change
+$559M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1851
Winfield Associates
Ohio
$156K
AAMU
1852
Amundi Asset Management US
Massachusetts
$156K -$4.59M -89,652 -3%
BWL
1853
Bogart Wealth LLC
Virginia
$155K +$8.86K +173 +5%
SQA
1854
Simon Quick Advisors
New Jersey
$155K +$12.8K +249 +8%
LC
1855
Lavaca Capital
Texas
$153K +$170K +3,327 New
WANY
1856
Wealthspire Advisors (New York)
New York
$152K +$169K +3,296 New
OSNBOA
1857
Old Second National Bank of Aurora
Illinois
$148K
CA
1858
Centerpoint Advisors
Massachusetts
$148K +$3.58K +70 +2%
CWM
1859
Cedar Wealth Management
California
$147K -$3.33K -65 -2%
IF
1860
Ironwood Financial
Arizona
$145K
DWM
1861
Destination Wealth Management
California
$144K +$2.2K +43 +1%
CAGAS
1862
Capital Advisory Group Advisory Services
Minnesota
$143K -$94.8K -1,850 -37%
FCB
1863
First Command Bank
Texas
$138K
FCFS
1864
First Command Financial Services
Texas
$138K
EWM
1865
Executive Wealth Management
Michigan
$132K +$147K +2,866 New
NCM
1866
Nelson Capital Management
California
$130K
BDWM
1867
Brewin Dolphin Wealth Management
Ireland
$127K
WOC
1868
West Oak Capital
California
$127K
AIM
1869
Advantage Investment Management
Iowa
$126K -$74.6K -1,457 -35%
WAS
1870
Winch Advisory Services
Wisconsin
$125K +$2K +39 +1%
MCM
1871
MV Capital Management
Maryland
$124K +$17.3K +338 +14%
AIP
1872
Almanack Investment Partners
Pennsylvania
$123K +$2.31K +45 +2%
VCM
1873
Versant Capital Management
Arizona
$121K
LWA
1874
Lenox Wealth Advisors
New York
$120K -$102K -2,000 -43%
PWMG
1875
Prestige Wealth Management Group
New Jersey
$119K +$133K +2,591 New

WFC Hedge Fund Activity: Q4 2018 in Review

2,007 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2018, worth a combined $162B — down 15% from $191B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new WFC positions and 160 closed out — a net gain of 54 holders — while 526 added to existing stakes and 1,033 trimmed.

The largest buyer was Primecap Management, adding an estimated $356M. The largest seller was Capital World Investors, cutting an estimated $1.58B.

  • 2,007 institutional investors held Wells Fargo (WFC) as of Q4 2018, up from 1,974 in Q3 2018.
  • Funds reported $162B of Wells Fargo stock for Q4 2018, down 15% quarter-over-quarter.
  • 214 funds opened new Wells Fargo positions in Q4 2018 and 160 closed out, a net change of +54 holders.
  • The largest Wells Fargo buyer in Q4 2018 was Primecap Management, an estimated $356M added.
  • The largest Wells Fargo seller in Q4 2018 was Capital World Investors, an estimated $1.58B sold.

Based on aggregated 13F filings for Q4 2018.