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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
GCM
1851
Gables Capital Management
Florida
$85K
PR
1852
Payden & Rygel
California
$85K
VCM
1853
Versant Capital Management
Arizona
$81K -$27.4K -586 -25%
KC
1854
Knuff & Co
California
$80K -$37.4K -800 -32%
EWM
1855
Executive Wealth Management
Michigan
$80K +$28.6K +611 +56%
TC
1856
Trust Company
Kansas
$78K -$11.6K -247 -13%
SA
1857
SRH Advisors
Kansas
$78K
TF
1858
TimeScale Financial
Massachusetts
$78K +$77.3K +1,653 New
EIP
1859
Ellis Investment Partners
Pennsylvania
$77K +$75.9K +1,624 New
AssetMark Inc
1860
AssetMark Inc
California
$75K -$85.6K -1,830 -54%
FMTCOCP
1861
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$75K
CWA
1862
Clarus Wealth Advisors
Arizona
$74K +$655 +14 +0.9%
MWM
1863
Mascoma Wealth Management
New Hampshire
$69K
JWA
1864
JFS Wealth Advisors
Pennsylvania
$68K
LGWM
1865
Litman Gregory Wealth Management
California
$67K +$25.3K +541 +62%
SFSIG
1866
San Francisco Sentry Investment Group
California
$66K -$156K -3,334 -70%
BWM
1867
Baystate Wealth Management
Massachusetts
$66K -$421 -9 -0.6%
PWMG
1868
Prestige Wealth Management Group
New Jersey
$66K
MF
1869
Manchester Financial
California
$66K +$65.6K +1,402 New
CWM
1870
Cranbrook Wealth Management
Michigan
$64K
RWA
1871
Redhawk Wealth Advisors
Minnesota
$63K +$62K +1,326 New
LWM
1872
Lenox Wealth Management
Ohio
$61K -$16.7K -358 -22%
SGAM
1873
Smith Group Asset Management
Texas
$61K +$2.34K +50 +4%
LF
1874
Lee Financial
Texas
$60K +$561 +12 +1%
GT
1875
Glenmede Trust
Pennsylvania
$59.1K +$12.5M +267,051 +27%

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.