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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
1976
Holocene Advisors
New York
-$1.28M -26,990 Closed
FP
1977
Factorial Partners
New York
-$1.21M -25,500 Closed
KFBMI
1978
Kentucky Farm Bureau Mutual Insurance
Kentucky
-$1.18M -25,000 Closed
CM
1979
Crestline Management
Texas
-$1.01M -21,332 Closed
WMG
1980
WESCAP Management Group
California
-$999K -21,112 Closed
VFPI
1981
Vantage Financial Partners (Illinois)
Illinois
-$980K -20,700 Closed
LBC
1982
Lawrence B. Cohen
-$973K -20,554 Closed
GPC
1983
Glacier Peak Capital
Washington
-$946K -20,000 Closed
EP
1984
Edgestream Partners
New Jersey
-$732K -15,470 Closed
AAM
1985
Augustine Asset Management
Florida
-$715K -15,116 Closed
Simplex Trading
1986
Simplex Trading
Illinois
-$709K -15,057 Closed
WIS
1987
Wright Investors Service
Connecticut
-$546K -11,544 Closed
ACC
1988
Accident Compensation Corp
New Zealand
-$530K -11,200 Closed
LWM
1989
Liberty Wealth Management
California
-$526K -11,110 Closed
JDR
1990
Jay D. Rosenbaum
-$473K -9,985 Closed
OFS
1991
OneAscent Financial Services
Alabama
-$424K -8,968 Closed
HC
1992
HNP Capital
New York
-$421K -8,905 Closed
WSC
1993
Wellington Shields & Co
New York
-$416K -8,797 Closed
FAM
1994
Formidable Asset Management
Ohio
-$422K -8,711 Closed
NC
1995
Noked Capital
Israel
-$412K -8,700 Closed
NI
1996
Noked Israel
Israel
-$412K -8,700 Closed
IUHSA
1997
Itau Unibanco Holding S.A.
Brazil
-$410K -8,657 Closed
PKC
1998
Palmer Knight Company
Florida
-$383K -8,098 Closed
HS
1999
HighVista Strategies
Massachusetts
-$379K -8,000 Closed
BA
2000
Bristlecone Advisors
Washington
-$368K -7,777 Closed

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.