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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
FIA
1926
FNY Investment Advisers
New York
$60K +$61.5K +1,250 New
CWM
1927
Catamount Wealth Management
Connecticut
$58K +$59K +1,200 New
IAS
1928
IMA Advisory Services
Colorado
$58K +$59K +1,200 New
FEG
1929
Financial Enhancement Group
Indiana
$57K -$5.66K -115 -9%
MCA
1930
Mercer Capital Advisers
New Jersey
$57K
LA
1931
Legacy Advisors
Pennsylvania
$57K +$57.5K +1,170 New
MWC
1932
MBM Wealth Consultants
Missouri
$54K
LWS
1933
Lucia Wealth Services
California
$53K
EWM
1934
Executive Wealth Management
Michigan
$52K -$87.6K -1,782 -62%
GWMIA
1935
Global Wealth Management Investment Advisory
Florida
$52K -$20.3K -413 -28%
CT
1936
Clearstead Trust
Maine
$50K -$131K -2,673 -72%
WCM
1937
WealthBridge Capital Management
Ohio
$50K -$4.62K -94 -8%
KPCM
1938
Kings Point Capital Management
New York
$50K
TIM
1939
Tortoise Investment Management
New York
$50K +$13.3K +271 +36%
WAM
1940
Westport Asset Management
Connecticut
$48K
GT
1941
Glenmede Trust
Pennsylvania
$47.5K +$2.02M +40,992 +4%
TCCM
1942
Timber Creek Capital Management
Massachusetts
$47K
KFS
1943
Kelly Financial Services
Massachusetts
$46.7K +$47.5K +966 New
AIS
1944
Accurate Investment Solutions
Pennsylvania
$45K +$98 +2 +0.2%
MAM
1945
Marquette Asset Management
Minnesota
$45K +$45.9K +934 New
WCG
1946
Weaver Consulting Group
California
$45K +$47.7K +970 New
RCM
1947
Requisite Capital Management
Texas
$44K +$44.5K +905 New
LGWM
1948
Litman Gregory Wealth Management
California
$42K -$375K -7,623 -90%
SIAP
1949
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$40K
LPWM
1950
Lake Point Wealth Management
Texas
$39K +$29.8K +605 +284%

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.