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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
TCM
1901
TD Capital Management
Tennessee
$21K
LFG
1902
Larson Financial Group
Missouri
$21K +$141 +3 +0.7%
SIA
1903
Sit Investment Associates
Minnesota
$19K -$290K -6,150 -94%
TIM
1904
Tortoise Investment Management
New York
$19K -$31.8K -674 -64%
RTC
1905
Riverview Trust Company
Washington
$19K
EAM
1906
Eukles Asset Management
Ohio
$18K +$3.2K +68 +24%
SWM
1907
Selective Wealth Management
Virginia
$15K +$14K +298 New
HDIM
1908
Hanson & Doremus Investment Management
Vermont
$14K -$5.79K -123 -31%
EWA
1909
Evolution Wealth Advisors
Florida
$13K -$13.2K -280 -52%
1NWS
1910
1 North Wealth Services
Maryland
$13K +$11.7K +249 New
HGWM
1911
Harvest Group Wealth Management
Massachusetts
$13K +$11.8K +250 New
CBT
1912
Central Bank & Trust
Kentucky
$12K -$2.59K -55 -19%
GWA
1913
Guidant Wealth Advisors
Illinois
$11K
HWM
1914
Holloway Wealth Management
Florida
$11K
PCIA
1915
Prime Capital Investment Advisors
Kansas
$11K +$9.89K +210 New
AIM
1916
AIA Investment Management
Singapore
$11K +$9.99K +212 New
EWM
1917
Elmwood Wealth Management
California
$9K -$81.9K -1,738 -91%
FNBOSM
1918
First National Bank of South Miami
Florida
$9K -$2.07K -44 -18%
APSP
1919
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K
CAL
1920
Capital Advisors Ltd
Ohio
$9K
BAMG
1921
Brand Asset Management Group
Missouri
$8K
TFGT
1922
TS Financial Group (TSFG)
Illinois
$7K -$21.9K -464 -77%
EI
1923
Ellevest Inc
New York
$7K -$3.49K -74 -34%
BHWM
1924
Bay Harbor Wealth Management
Maryland
$7K
SIA
1925
SeaBridge Investment Advisors
New Jersey
$6K

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.