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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
LGWM
1876
Litman Gregory Wealth Management
California
$44K -$25.6K -544 -39%
RWML
1877
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$43.8K +$40.9K +868 New
MCM
1878
MV Capital Management
Maryland
$41K +$12.5K +265 +49%
SCA
1879
Stuart Chaussee & Associates
California
$39K
NIM
1880
NuWave Investment Management
New Jersey
$39K +$20.7K +439 +122%
WOC
1881
West Oak Capital
California
$38K -$84.8K -1,800 -71%
GTAM
1882
Global Trust Asset Management
Florida
$37K -$224K -4,765 -87%
FGAM
1883
Financial Gravity Asset Management
Texas
$37K +$94 +2 +0.3%
AIC
1884
Archer Investment Corporation
Indiana
$36K -$332K -7,040 -91%
GWMIA
1885
Global Wealth Management Investment Advisory
Florida
$35K -$22.5K -478 -41%
CT
1886
Clearstead Trust
Maine
$33K
JAM
1887
JCIC Asset Management
Ontario, Canada
$32K
SIAP
1888
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K
BWM
1889
Baystate Wealth Management
Massachusetts
$31K -$36.9K -784 -56%
OSNBOA
1890
Old Second National Bank of Aurora
Illinois
$30K -$106K -2,250 -79%
FIA
1891
FNY Investment Advisers
New York
$30K +$28.3K +600 New
VIMU
1892
Veritas Investment Management (UK)
United Kingdom
$28K
SIS
1893
Sound Income Strategies
Florida
$28K +$8.43K +179 +47%
NCM
1894
New Capital Management
Texas
$26K
CFN
1895
Cordasco Financial Network
Florida
$25K
ST
1896
Sageworth Trust
Pennsylvania
$25K
HCA
1897
Horan Capital Advisors
Ohio
$25K +$23.3K +495 New
RAM
1898
Riggs Asset Management
Pennsylvania
$24K
RBC
1899
Roble Belko & Company
Pennsylvania
$24K
HIIFS
1900
Harel Insurance Investments & Financial Services
Israel
$22K -$12.9K -273 -39%

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.