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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
CH
1976
Canton Hathaway
Rhode Island
$8K
EWM
1977
Elmwood Wealth Management
California
$8K
LPC
1978
Loeb Partners Corp
New York
$8K +$8.71K +170 New
LYV
1979
Live Your Vision
Pennsylvania
$7K
EAM
1980
Eukles Asset Management
Ohio
$7K +$7.38K +144 New
CFA
1981
Clarfeld Financial Advisors
New York
$7K +$7.94K +155 New
PRC
1982
Pearl River Capital
Michigan
$7K +$8.04K +157 New
SIA
1983
SeaBridge Investment Advisors
New Jersey
$6K
BHWM
1984
Bay Harbor Wealth Management
Maryland
$6K +$7.22K +141 New
SGS
1985
Sterling Global Strategies
California
$5.71K +$6.35K +124 New
UB
1986
UMB Bank
Missouri
$5.23K -$166K -3,237 -3%
CAL
1987
Capital Analysts LLC
Pennsylvania
$5K -$128K -2,499 -96%
MFT
1988
Moisand Fitzgerald Tamayo
Florida
$5K -$8.04K -157 -60%
1NWS
1989
1 North Wealth Services
Maryland
$5K +$5.89K +115 New
ACA
1990
Ackerman Capital Advisors
Texas
$4.3K +$10.1M +198,144 New
CWA
1991
Clarus Wealth Advisors
Arizona
$4K -$3.64K -71 -46%
NIM
1992
NuWave Investment Management
New Jersey
$3K -$63.4K -1,238 -95%
WCMN
1993
Westchester Capital Management (Nebraska)
Nebraska
$3K +$3.38K +66 New
KCM
1994
Karp Capital Management
California
$2K +$2.05K +40 New
NA
1995
NewEdge Advisors
Louisiana
$1.93K -$283K -5,532 -12%
AMCA
1996
Arthur M. Cohen & Associates
Illinois
$1.48K -$191K -3,720 -10%
TWM
1997
Titus Wealth Management
California
$1.36K -$23.5K -459 -2%
NL
1998
NVWM LLC
Pennsylvania
$1K -$1.08K -21 -50%
CIM
1999
Contravisory Investment Management
Massachusetts
$1K
TFA
2000
Toth Financial Advisory
Virginia
$1K

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.