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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
KP
176
Kiltearn Partners
United Kingdom
$77.9M -$9.91M -201,400 -11%
SDIC
177
South Dakota Investment Council
South Dakota
$77.8M +$5.23M +106,390 +7%
DJC
178
Daily Journal Corp
California
$76.9M
LBA
179
Letko, Brosseau & Associates
Quebec, Canada
$76.2M +$3.2M +64,969 +4%
Aviva
180
Aviva
United Kingdom
$75.5M -$1.96M -39,787 -2%
SEI Investments
181
SEI Investments
Pennsylvania
$74.8M +$5.93M +120,607 +8%
HP
182
Hikari Power
Japan
$74.6M
Swedbank
183
Swedbank
Sweden
$73.8M -$3.82M -77,703 -5%
GF
184
Gabelli Funds
New York
$72.8M -$1.89M -38,500 -2%
KSCM
185
Key Square Capital Management
Connecticut
$71.4M +$72.7M +1,477,600 New
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$69.9M -$3.55M -72,120 -5%
ZIM
187
Zacks Investment Management
Illinois
$69.8M +$14.5M +294,725 +26%
First Trust Advisors
188
First Trust Advisors
Illinois
$69.6M +$20.5M +417,633 +41%
SCM
189
Sterling Capital Management
North Carolina
$68.8M +$2.81M +57,193 +4%
BCM
190
Basswood Capital Management
New York
$68.3M +$5.88M +119,570 +9%
Allianz Asset Management
191
Allianz Asset Management
Germany
$67.9M -$8.12M -165,114 -11%
AIG
192
American International Group
New York
$66.6M -$2.76M -56,207 -4%
AIM
193
Artemis Investment Management
United Kingdom
$66.6M -$1.23M -25,086 -2%
HP
194
Hosking Partners
United Kingdom
$65.3M -$342K -6,956 -0.5%
FAF
195
Fjarde Ap-fonden
Sweden
$65M +$12.3M +250,676 +23%
FIM
196
Foresters Investment Management
New York
$64.9M -$4.39M -89,350 -6%
HA
197
Homestead Advisers
Virginia
$64.9M
M&T Bank
198
M&T Bank
New York
$64.4M -$1.02M -20,769 -2%
SCM
199
Stumpf Capital Management
Arizona
$64.1M
GAM
200
Gotham Asset Management
New York
$63.7M +$39.8M +810,059 +160%

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.