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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
AIM
1876
Advantage Investment Management
Iowa
$142K +$9.84K +200 +7%
WA
1877
Winfield Associates
Ohio
$135K -$29.4K -598 -18%
BDWM
1878
Brewin Dolphin Wealth Management
Ireland
$133K
SQA
1879
Simon Quick Advisors
New Jersey
$132K -$30.9K -629 -19%
WAS
1880
Winch Advisory Services
Wisconsin
$132K +$1.23K +25 +0.9%
CAC
1881
Certified Advisory Corp
Florida
$129K +$91.2K +1,854 +225%
LWA
1882
Lenox Wealth Advisors
New York
$128K +$2.26K +46 +2%
TCM
1883
Tradewinds Capital Management
Washington
$127K -$58K -1,179 -31%
AIA
1884
Alera Investment Advisors
Illinois
$126K +$5.21K +106 +4%
DOA
1885
D'Orazio & Associates
Virginia
$125K +$109K +2,214 +584%
WOC
1886
West Oak Capital
California
$123K -$9.84K -200 -7%
KC
1887
Knuff & Co
California
$121K +$39.3K +800 +47%
DWM
1888
Destination Wealth Management
California
$119K -$32.9K -668 -21%
AFIA
1889
America First Investment Advisors
Nebraska
$117K
CWM
1890
Cedar Wealth Management
California
$116K -$37.9K -770 -24%
VCM
1891
Versant Capital Management
Arizona
$112K -$15.6K -318 -12%
LFG
1892
LifePlan Financial Group
Ohio
$111K
FA
1893
Fortis Advisors
Pennsylvania
$110K
JWM
1894
Janiczek Wealth Management
Colorado
$108K +$934 +19 +0.9%
ACA
1895
Atlas Capital Advisors
Wyoming
$107K
WC
1896
Whitnell & Co
Illinois
$105K +$148 +3 +0.1%
AOWM
1897
Alpha Omega Wealth Management
Virginia
$104K +$15.2K +310 +17%
RIA
1898
RPG Investment Advisory
California
$102K
SAM
1899
Security Asset Management
New York
$96K
FNC
1900
First National Corp
Massachusetts
$94K +$148 +3 +0.2%

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.