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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
LFG
1976
Larson Financial Group
Missouri
$20K +$148 +3 +0.7%
SHIM
1977
Stone House Investment Management
Pennsylvania
$20K +$20K +406 New
WA
1978
WP Advisors
California
$17.3K +$108K +2,202 +7%
PCA
1979
Providence Capital Advisors
North Carolina
$17K +$4.28K +87 +34%
BAM
1980
Bruderman Asset Management
New York
$14K
CAL
1981
Capital Advisors Ltd
Ohio
$14K
CBT
1982
Central Bank & Trust
Kentucky
$14K
BBA
1983
Braun-Bostich & Associates
Pennsylvania
$13K
AWM
1984
AllSquare Wealth Management
New York
$12K
1NWS
1985
1 North Wealth Services
Maryland
$12K +$6.59K +134 +117%
HWM
1986
Holloway Wealth Management
Florida
$11K
GWA
1987
Guidant Wealth Advisors
Illinois
$11K +$885 +18 +9%
EAM
1988
Eukles Asset Management
Ohio
$11K +$4.43K +90 +63%
DPA
1989
Delphi Private Advisors
California
$10K
LYV
1990
Live Your Vision
Pennsylvania
$10K +$4.53K +92 +66%
SPL
1991
Smart Portfolios LLC
Washington
$10K +$10K +204 New
APSP
1992
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K
TA
1993
TCG Advisors
Texas
$9K +$8.8K +179 New
BAMG
1994
Brand Asset Management Group
Missouri
$8K -$4.43K -90 -36%
KL
1995
KWMG LLC
Kansas
$7K -$4.57K -93 -41%
BHWM
1996
Bay Harbor Wealth Management
Maryland
$7K
BFG
1997
Beacon Financial Group
Texas
$6.34K +$31.4K +638 +0.5%
LPC
1998
Loeb Partners Corp
New York
$6K -$2.41K -49 -29%
SIA
1999
SeaBridge Investment Advisors
New Jersey
$6K
HGWM
2000
Harvest Group Wealth Management
Massachusetts
$6K +$6.25K +127 New

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.