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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
1851
San Francisco Sentry Investment Group
California
$76K +$4.62K +98 +7%
LWA
1852
Lenox Wealth Advisors
New York
$76K +$41.8K +888 +145%
JWA
1853
JFS Wealth Advisors
Pennsylvania
$73K
TC
1854
Truvestments Capital
Florida
$70K +$6.41K +136 +11%
EIP
1855
Ellis Investment Partners
Pennsylvania
$69K -$9.8K -208 -13%
CWM
1856
Cranbrook Wealth Management
Michigan
$68K
LWM
1857
Lenox Wealth Management
Ohio
$67K +$1.88K +40 +3%
LF
1858
Lee Financial
Texas
$65K +$612 +13 +1%
MAM
1859
Marquette Asset Management
Minnesota
$62K +$14.1K +300 +32%
SGAM
1860
Smith Group Asset Management
Texas
$61K -$4.24K -90 -7%
TF
1861
TimeScale Financial
Massachusetts
$60K -$21.7K -460 -28%
FEG
1862
Financial Enhancement Group
Indiana
$60K
MCA
1863
Mercer Capital Advisers
New Jersey
$59K
MAM
1864
Magellan Asset Management
Australia
$58K -$432K -9,171 -89%
NC
1865
NewSquare Capital
Pennsylvania
$58K -$4.76K -101 -8%
BL
1866
Balentine LLC
Georgia
$57K
MWC
1867
MBM Wealth Consultants
Missouri
$56K
KFS
1868
Kelly Financial Services
Massachusetts
$50.6K +$141 +3 +0.3%
WAM
1869
Westport Asset Management
Connecticut
$50K
TCCM
1870
Timber Creek Capital Management
Massachusetts
$49K
BRC
1871
Bell Rock Capital
Delaware
$49K +$471 +10 +1%
AIS
1872
Accurate Investment Solutions
Pennsylvania
$47K +$141 +3 +0.3%
BCM
1873
Bourgeon Capital Management
Connecticut
$47K +$43.5K +923 New
VRM
1874
Vectors Research Management
New York
$46K -$377K -7,993 -90%
CAL
1875
Capital Analysts LLC
Pennsylvania
$46K +$43.2K +916 New

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.