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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
LF
1876
Lee Financial
Texas
$116K
AIA
1877
Alera Investment Advisors
Illinois
$116K +$129K +2,510 New
BCI
1878
Brinker Capital Investments
Pennsylvania
$114K -$512 -10 -0.4%
AFIA
1879
America First Investment Advisors
Nebraska
$111K
LFG
1880
LifePlan Financial Group
Ohio
$106K -$4.97K -97 -4%
FA
1881
Fortis Advisors
Pennsylvania
$105K
ACA
1882
Atlas Capital Advisors
Wyoming
$102K -$25.8K -503 -18%
JWM
1883
Janiczek Wealth Management
Colorado
$102K +$113K +2,208 New
WC
1884
Whitnell & Co
Illinois
$100K +$154 +3 +0.1%
ST
1885
Sageworth Trust
Pennsylvania
$100K +$871 +17 +0.8%
PFO
1886
Pathstone Family Office
New Jersey
$100K +$68.1K +1,330 +158%
PAMU
1887
Pictet Asset Management (UK)
United Kingdom
$98.4K -$6.27M -122,500 -5%
RIA
1888
RPG Investment Advisory
California
$98K -$65.4K -1,277 -38%
PHK
1889
Point72 Hong Kong
Hong Kong
$94K -$1.11M -21,751 -91%
SA
1890
SRH Advisors
Kansas
$94K
VC
1891
Vestor Capital
Illinois
$94K +$4.66K +91 +5%
SAM
1892
Security Asset Management
New York
$92K -$27.4K -535 -21%
PFC
1893
Phocas Financial Corp
California
$89K +$98.9K +1,930 New
FNC
1894
First National Corp
Massachusetts
$89K +$99.3K +1,938 New
TC
1895
Trust Company
Kansas
$88K -$78.1K -1,525 -44%
CCMW
1896
Cypress Capital Management (Wyoming)
Wyoming
$88K -$2.51K -49 -2%
HPC
1897
HM Payson & Co
Maine
$86K -$19.8M -387,284 -100%
AOWM
1898
Alpha Omega Wealth Management
Virginia
$85K +$256 +5 +0.3%
CIR
1899
Clear Investment Research
Georgia
$84K
GCM
1900
Gables Capital Management
Florida
$83K -$10.2K -200 -10%

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.