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Wells Fargo

1,954 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 668 increasing their positions, 955 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 75.83%75.08% (-0.75%)

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.03B)

3% less funds holding

Funds holding: 2,0151,954 (-61)

5% less funds holding in top 10

Funds holding in top 10: 119113 (-6)

16% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.26B

27% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 131

30% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 955

Holders
1,954
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.45%
New
96
Increased
668
Reduced
955
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1901
Next Capital Management
New York
$32K +$32K +685 New
CT
1902
Clearstead Trust
Maine
$31K -$17.5K -375 -37%
SIAP
1903
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K -$9.35K -200 -24%
JAM
1904
JCIC Asset Management
Ontario, Canada
$30K
LWA
1905
Lenox Wealth Advisors
New York
$29K -$95.7K -2,046 -77%
TFGT
1906
TS Financial Group (TSFG)
Illinois
$29K -$2.2K -47 -7%
FWM
1907
Focused Wealth Management
New York
$29K
VIMU
1908
Veritas Investment Management (UK)
United Kingdom
$26K
NCM
1909
New Capital Management
Texas
$25K
MCM
1910
MV Capital Management
Maryland
$25K +$1.12K +24 +5%
EWA
1911
Evolution Wealth Advisors
Florida
$25K +$25.1K +536 New
ST
1912
Sageworth Trust
Pennsylvania
$24K -$5.66K -121 -19%
CFN
1913
Cordasco Financial Network
Florida
$24K
PCMK
1914
Paragon Capital Management (Kansas)
Kansas
$24K +$19.9K +425 +506%
RAM
1915
Riggs Asset Management
Pennsylvania
$23K
RBC
1916
Roble Belko & Company
Pennsylvania
$22K -$10.2K -218 -32%
TCM
1917
TD Capital Management
Tennessee
$20K
LFG
1918
Larson Financial Group
Missouri
$20K +$187 +4 +1%
HDIM
1919
Hanson & Doremus Investment Management
Vermont
$19K -$5.85K -125 -24%
RTC
1920
Riverview Trust Company
Washington
$18K -$2.62K -56 -13%
SIS
1921
Sound Income Strategies
Florida
$18K -$1.26K -27 -7%
NIM
1922
NuWave Investment Management
New Jersey
$17K -$63.1K -1,350 -79%
W
1923
WealthStone
Ohio
$14K +$13.8K +296 New
CBT
1924
Central Bank & Trust
Kentucky
$14K
EAM
1925
Eukles Asset Management
Ohio
$13K +$2.34K +50 +21%

WFC Hedge Fund Activity: Q2 2019 in Review

1,954 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2019, worth a combined $159B — down 4.2% from $166B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WFC and 96 opened new positions — a net loss of 35 holders — while 955 trimmed existing stakes and 668 added.

The largest buyer was Nuveen, adding an estimated $971M. The largest seller was Magellan Asset Management, cutting an estimated $1.09B.

  • 1,954 institutional investors held Wells Fargo (WFC) as of Q2 2019, down from 2,015 in Q1 2019.
  • Funds reported $159B of Wells Fargo stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 96 funds opened new Wells Fargo positions in Q2 2019 and 131 closed out, a net change of -35 holders.
  • The largest Wells Fargo buyer in Q2 2019 was Nuveen, an estimated $971M added.
  • The largest Wells Fargo seller in Q2 2019 was Magellan Asset Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q2 2019.