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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
HP
176
Hikari Power
Japan
$71.2M
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$69.9M -$4.96M -96,857 -6%
BCIM
178
British Columbia Investment Management
British Columbia, Canada
$69.8M +$10.7M +209,230 +16%
LBA
179
Letko, Brosseau & Associates
Quebec, Canada
$69.7M -$1.75M -34,085 -2%
SDIC
180
South Dakota Investment Council
South Dakota
$69.3M +$2.25M +43,960 +3%
MIP
181
Mondrian Investment Partners
United Kingdom
$69.2M +$10M +195,304 +15%
SCM
182
Shelton Capital Management
Colorado
$68.5M -$820K -16,000 -1%
AIG
183
American International Group
New York
$66.1M -$2.9M -56,582 -4%
FIM
184
Foresters Investment Management
New York
$66M -$6.7M -130,750 -8%
SG Americas Securities
185
SG Americas Securities
New York
$65.6M +$28.7M +560,679 +65%
AIM
186
Artemis Investment Management
United Kingdom
$64.6M -$20M -391,357 -22%
Nomura Holdings
187
Nomura Holdings
Japan
$63.9M +$60.6M +1,183,669 +649%
SCM
188
Sterling Capital Management
North Carolina
$63M -$4.92M -96,091 -7%
HP
189
Hosking Partners
United Kingdom
$62.6M +$30.3M +590,904 +77%
M&T Bank
190
M&T Bank
New York
$62.4M -$5.17M -101,004 -7%
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
$62.1M +$67.5M +1,318,330 +4,367%
HA
192
Homestead Advisers
Virginia
$61.9M +$307K +6,000 +0.4%
SCM
193
Stumpf Capital Management
Arizona
$61.4M
Artisan Partners
194
Artisan Partners
Wisconsin
$60.9M +$6.86K +134 +0%
CRM
195
Cramer Rosenthal McGlynn
Connecticut
$60.6M -$5.61M -109,597 -8%
Nomura Asset Management
196
Nomura Asset Management
Japan
$60.5M +$2.58M +50,325 +4%
WHG
197
Westwood Holdings Group
Texas
$59.7M -$6M -117,130 -8%
BCM
198
Basswood Capital Management
New York
$59.6M +$2.14M +41,815 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
199
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$58.9M -$22.7M -442,997 -26%
CBT
200
Capital Bank & Trust
California
$58.2M -$9.45M -184,555 -13%

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.