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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
FNBOSM
1926
First National Bank of South Miami
Florida
$12K -$62.6K -1,339 -85%
AWM
1927
AllSquare Wealth Management
New York
$11K
GWA
1928
Guidant Wealth Advisors
Illinois
$11K
DPA
1929
Delphi Private Advisors
California
$10K
HWM
1930
Holloway Wealth Management
Florida
$10K
EI
1931
Ellevest Inc
New York
$10K +$10.1K +216 New
APSP
1932
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K
CAL
1933
Capital Advisors Ltd
Ohio
$8K -$5K -107 -38%
BAMG
1934
Brand Asset Management Group
Missouri
$8K
TA
1935
TCG Advisors
Texas
$7K -$935 -20 -11%
BHWM
1936
Bay Harbor Wealth Management
Maryland
$7K
LM
1937
Lincluden Management
Ontario, Canada
$6.29K -$54.2K -1,160 -0.9%
SIA
1938
SeaBridge Investment Advisors
New Jersey
$6K
JPLA
1939
Joseph P. Lucia & Associates
New York
$5K -$224K -4,788 -98%
MFT
1940
Moisand Fitzgerald Tamayo
Florida
$5K
UB
1941
UMB Bank
Missouri
$4.61K -$423K -9,047 -9%
BEI
1942
Benjamin Edwards Inc
Missouri
$4K -$28.1K -600 -89%
FCH
1943
Freestone Capital Holdings
Washington
$2.71K +$125K +2,670 +5%
TFA
1944
Toth Financial Advisory
Virginia
$2K
LHC
1945
Little House Capital
Massachusetts
$1.5K +$3.13K +67 +0.2%
SL
1946
Salomon & Ludwin
Virginia
$1K -$161K -3,453 -99%
NL
1947
NVWM LLC
Pennsylvania
$1K
NDSI
1948
Newman Dignan & Sheerar Inc
Rhode Island
$705 -$136K -2,900 -16%
CT
1949
Chicago Trust
Illinois
$536 +$32.7K +700 +7%
MWM
1950
Meridian Wealth Management
Kentucky
$496 +$49.1K +1,049 New

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.