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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
IP
1851
Intellectus Partners
California
$184K
CAM
1852
Close Asset Management
United Kingdom
$184K +$187K +3,800 New
HWA
1853
Heritage Wealth Advisors
Virginia
$183K
GAM
1854
Gemmer Asset Management
California
$183K +$15K +304 +9%
VC
1855
Vestor Capital
Illinois
$182K +$84.7K +1,723 +84%
POIA
1856
Pin Oak Investment Advisors
Texas
$181K -$4.57K -93 -2%
APC
1857
Aspire Private Capital
North Carolina
$171K -$3.49K -71 -2%
SL
1858
Salomon & Ludwin
Virginia
$168K +$153K +3,106 +833%
AssetMark Inc
1859
AssetMark Inc
California
$165K -$57.4K -1,167 -26%
AP
1860
Arlington Partners
Alabama
$165K -$10.5K -213 -6%
LC
1861
Lavaca Capital
Texas
$161K
BRC
1862
Bell Rock Capital
Delaware
$160K -$342K -6,954 -68%
MA
1863
MCF Advisors
Kentucky
$158K -$11.1K -226 -6%
VCM
1864
Vigilant Capital Management
Maine
$157K -$216K -4,399 -58%
CA
1865
Centerpoint Advisors
Massachusetts
$155K
OSNBOA
1866
Old Second National Bank of Aurora
Illinois
$155K
SBL
1867
Sargent Bickham Lagudis
Colorado
$153K +$90.9K +1,848 +141%
RP
1868
Rowlandmiller & Partners
Georgia
$151K -$23.6K -480 -13%
BWL
1869
Bogart Wealth LLC
Virginia
$150K -$13.6K -276 -8%
CAGAS
1870
Capital Advisory Group Advisory Services
Minnesota
$150K
NCM
1871
Nelson Capital Management
California
$149K +$13.3K +271 +10%
IF
1872
Ironwood Financial
Arizona
$147K -$5.16K -105 -3%
BCI
1873
Brinker Capital Investments
Pennsylvania
$146K +$26.5K +538 +22%
BWA
1874
BDO Wealth Advisors
Florida
$144K -$75.9K -1,543 -34%
PFGIA
1875
Patriot Financial Group Insurance Agency
Massachusetts
$143K +$76.8K +1,561 +111%

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.