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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
BRWM
1951
B. Riley Wealth Management
Tennessee
$340 -$4.44K -95 -1%
WIM
1952
Westside Investment Management
California
$12 +$12.2K +260 New
KSCM
1953
Key Square Capital Management
Connecticut
-$71.4M -1,477,600 Closed
CRM
1954
Cramer Rosenthal McGlynn
Connecticut
-$59.7M -1,236,412 Closed
FI
1955
Focused Investors
California
-$32.9M -681,800 Closed
IM
1956
Islet Management
New York
-$29.2M -605,000 Closed
ASC
1957
Atalanta Sosnoff Capital
New York
-$27.8M -575,987 Closed
NM
1958
Nokota Management
New York
-$24.2M -500,000 Closed
MWNA
1959
Marshall Wace North America
New York
-$22.6M -467,220 Closed
Two Sigma Investments
1960
Two Sigma Investments
New York
-$18.6M -397,663 Closed
MCM
1961
Masters Capital Management
Georgia
-$14M -300,000 Closed
NLGIA
1962
Nippon Life Global Investors Americas
New York
-$14.1M -292,490 Closed
CC
1963
Cipher Capital
New York
-$13.2M -273,289 Closed
CANY
1964
Caxton Associates (New York)
New York
-$9.66M -200,000 Closed
MCM
1965
Maltese Capital Management
New York
-$7.97M -165,000 Closed
HI
1966
HBK Investments
Texas
-$6.59M -140,906 Closed
SCC
1967
Steel Canyon Capital
Arizona
-$6.16M -127,502 Closed
VV
1968
Verity & Verity
South Carolina
-$5.5M -113,885 Closed
Qube Research & Technologies (QRT)
1969
Qube Research & Technologies (QRT)
United Kingdom
-$5.47M -113,160 Closed
AMI
1970
Amica Mutual Insurance
Rhode Island
-$4.83M -99,864 Closed
WAOTB
1971
Wealth Advisors of Tampa Bay
Florida
-$3.09M -64,011 Closed
MC
1972
Machina Capital
France
-$2.92M -60,530 Closed
AAMA
1973
Advanced Asset Management Advisors
Ohio
-$2.89M -59,840 Closed
BAM
1974
Blueshift Asset Management
New Jersey
-$2.78M -57,544 Closed
Walleye Trading
1975
Walleye Trading
New York
-$2.65M -56,667 Closed

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.