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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
RBC
1951
Roble Belko & Company
Pennsylvania
$22K
FFW
1952
Fusion Family Wealth
New York
$20K
TCM
1953
TD Capital Management
Tennessee
$20K
SIS
1954
Sound Income Strategies
Florida
$19K -$5.17K -101 -20%
LFG
1955
Larson Financial Group
Missouri
$19K +$20.8K +406 New
HDIM
1956
Hanson & Doremus Investment Management
Vermont
$18K
WAM
1957
Watermark Asset Management
California
$17K
DOA
1958
D'Orazio & Associates
Virginia
$17K +$154 +3 +0.8%
SL
1959
Salomon & Ludwin
Virginia
$17K +$19.1K +373 New
RWML
1960
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$15.6K
BBA
1961
Braun-Bostich & Associates
Pennsylvania
$13K
CAL
1962
Capital Advisors Ltd
Ohio
$13K
CBT
1963
Central Bank & Trust
Kentucky
$13K
BAM
1964
Bruderman Asset Management
New York
$13K +$9.78K +191 +201%
PCA
1965
Providence Capital Advisors
North Carolina
$12K -$14.5K -283 -53%
BAMG
1966
Brand Asset Management Group
Missouri
$12K
WIM
1967
Westside Investment Management
California
$12K -$44.5K -868 -77%
AWM
1968
AllSquare Wealth Management
New York
$11K -$94.8K -1,850 -89%
KL
1969
KWMG LLC
Kansas
$11K -$717 -14 -6%
OFS
1970
Orrstown Financial Services
Pennsylvania
$11K
DPA
1971
Delphi Private Advisors
California
$10K
LPWM
1972
Lake Point Wealth Management
Texas
$10K +$10.9K +213 New
GWA
1973
Guidant Wealth Advisors
Illinois
$9K -$3.23K -63 -24%
APSP
1974
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K
IAS
1975
INR Advisory Services
Pennsylvania
$9K +$10.4K +203 New

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.