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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
WAM
1926
Westport Asset Management
Connecticut
$46K
TCCM
1927
Timber Creek Capital Management
Massachusetts
$44K
GT
1928
Glenmede Trust
Pennsylvania
$43.4K -$5.36M -104,608 -10%
AIS
1929
Accurate Investment Solutions
Pennsylvania
$43K +$1.38K +27 +3%
FTI
1930
Fiduciary Trust International
Massachusetts
$42K +$46.6K +909 New
MWA
1931
Meridian Wealth Advisors
Texas
$42K +$47.1K +920 New
VRM
1932
Vectors Research Management
New York
$41K -$406K -7,924 -90%
CAC
1933
Certified Advisory Corp
Florida
$38K -$8.2K -160 -16%
SIAP
1934
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K
SCA
1935
Stuart Chaussee & Associates
California
$36K
BL
1936
Balentine LLC
Georgia
$36K +$20.1K +393 +100%
TIM
1937
Tortoise Investment Management
New York
$35K
GTAM
1938
Global Trust Asset Management
Florida
$34K
SFG
1939
SevenBridge Financial Group
Pennsylvania
$34K +$51.2K +1,000 +500%
NSG
1940
Nalls Sherbakoff Group
Tennessee
$32K +$35.5K +693 New
FWM
1941
Focused Wealth Management
New York
$29K
JAM
1942
JCIC Asset Management
Ontario, Canada
$29K
CFA
1943
Camarda Financial Advisors
Florida
$28K -$17.1K -333 -35%
MS
1944
Mizuho Securities
Japan
$28K +$30.7K +600 New
SFA
1945
Spectrum Financial Alliance
Kentucky
$27K
VIMU
1946
Veritas Investment Management (UK)
United Kingdom
$25K -$87K -1,698 -76%
HWM
1947
Holloway Wealth Management
Florida
$25K
NCM
1948
New Capital Management
Texas
$24K
CFN
1949
Cordasco Financial Network
Florida
$23K
RAM
1950
Riggs Asset Management
Pennsylvania
$22K

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.