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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
HIM
1901
Hillsdale Investment Management
Ontario, Canada
$94K +$95.4K +1,940 New
CCMW
1902
Cypress Capital Management (Wyoming)
Wyoming
$93K
SAM
1903
Strategy Asset Managers
California
$93K +$94.3K +1,917 New
TC
1904
Trust Company
Kansas
$92K
CIR
1905
Clear Investment Research
Georgia
$88K
GCM
1906
Gables Capital Management
Florida
$87K
PR
1907
Payden & Rygel
California
$87K
AA
1908
Advisory Alpha
Michigan
$85.6K +$90.1K +1,832 New
NIM
1909
NuWave Investment Management
New Jersey
$83K +$81.1K +1,648 +2,702%
SA
1910
SRH Advisors
Kansas
$80K -$19.7K -400 -20%
LWM
1911
Lenox Wealth Management
Ohio
$80K +$17.6K +358 +27%
FNBOSM
1912
First National Bank of South Miami
Florida
$77K
FMTCOCP
1913
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77K +$4.57K +93 +6%
CWA
1914
Clarus Wealth Advisors
Arizona
$75K +$72.2K +1,467 +1,746%
MWM
1915
Mascoma Wealth Management
New Hampshire
$71K
JWA
1916
JFS Wealth Advisors
Pennsylvania
$70K +$14.2K +288 +25%
TC
1917
Truvestments Capital
Florida
$68K +$68.9K +1,400 New
PWMG
1918
Prestige Wealth Management Group
New Jersey
$67K -$59.1K -1,202 -46%
BWM
1919
Baystate Wealth Management
Massachusetts
$67K +$4.28K +87 +7%
CWM
1920
Cranbrook Wealth Management
Michigan
$65K
AJ
1921
Ashburton (Jersey)
Jersey
$63K
LF
1922
Lee Financial
Texas
$61K -$61.2K -1,245 -50%
NC
1923
NewSquare Capital
Pennsylvania
$61K -$2.95K -60 -5%
SGAM
1924
Smith Group Asset Management
Texas
$60K +$1.97K +40 +3%
JIP
1925
JBJ Investment Partners
South Carolina
$60K +$60.7K +1,234 New

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.