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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
PR
1901
Payden & Rygel
California
$83K
FGC
1902
Financial Gravity Companies
Texas
$82K +$85.9K +1,677 New
RCG
1903
Ruggie Capital Group
Florida
$80K +$88.4K +1,726 New
FNBOSM
1904
First National Bank of South Miami
Florida
$78K +$81.1K +1,583 New
KC
1905
Knuff & Co
California
$78K +$87.1K +1,700 New
GI
1906
Gradient Investments
Minnesota
$70K -$678K -13,239 -90%
FMTCOCP
1907
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69K -$29.7K -580 -28%
FEG
1908
Financial Enhancement Group
Indiana
$68K
GWMIA
1909
Global Wealth Management Investment Advisory
Florida
$68K +$76K +1,484 New
MWM
1910
Mascoma Wealth Management
New Hampshire
$67K -$28.2K -550 -27%
BWM
1911
Baystate Wealth Management
Massachusetts
$66K +$205 +4 +0.3%
TFA
1912
Transamerica Financial Advisors
Florida
$66K +$1.13K +22 +2%
PFGIA
1913
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$30.2K +590 +72%
CWM
1914
Cranbrook Wealth Management
Michigan
$62K
NC
1915
NewSquare Capital
Pennsylvania
$61K +$6.92K +135 +11%
SBL
1916
Sargent Bickham Lagudis
Colorado
$60K -$36.9K -721 -35%
LWM
1917
Lenox Wealth Management
Ohio
$60K -$5.74K -112 -8%
SGAM
1918
Smith Group Asset Management
Texas
$55K -$1.02K -20 -2%
MCA
1919
Mercer Capital Advisers
New Jersey
$54K +$26.9K +525 +81%
JWA
1920
JFS Wealth Advisors
Pennsylvania
$53K -$130K -2,543 -69%
WCM
1921
WealthBridge Capital Management
Ohio
$53K +$59.5K +1,161 New
LWS
1922
Lucia Wealth Services
California
$51K
PG
1923
Patten Group
Tennessee
$51K
MWC
1924
MBM Wealth Consultants
Missouri
$51K +$57.1K +1,115 New
KPCM
1925
Kings Point Capital Management
New York
$48K -$5.89K -115 -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.