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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
FP
2051
Factorial Partners
New York
-$2.16M -41,100 Closed
CC
2052
Cipher Capital
New York
-$2.13M -40,631 Closed
LAIC
2053
Lederer & Associates Investment Counsel
California
-$1.99M -37,860 Closed
OAM
2054
Oxford Asset Management
United Kingdom
-$1.89M -35,827 Closed
HFA
2055
HC Financial Advisors
California
-$1.83M -34,759 Closed
CCMT
2056
CMT Capital Markets Trading
Germany
-$1.67M -32,550 Closed
CAM
2057
Cypress Asset Management
Texas
-$1.52M -28,925 Closed
JT
2058
Jump Trading
Illinois
-$1.3M -25,386 Closed
ST
2059
Sentinel Trust
Texas
-$1.32M -25,175 Closed
WCF
2060
West Coast Financial
California
-$1.3M -24,696 Closed
RGNCM
2061
R.G. Niederhoffer Capital Management
New York
-$1.26M -23,900 Closed
GIC
2062
GFI Investment Counsel
Ontario, Canada
-$962K -18,299 Closed
EMG
2063
Ellington Management Group
Connecticut
-$878K -16,700 Closed
MCM
2064
Mork Capital Management
California
-$857K -16,300 Closed
FRM
2065
Fox Run Management
Connecticut
-$856K -16,293 Closed
LAM
2066
Lingohr Asset Management
Germany
-$851K -16,200 Closed
TFS
2067
TrustCore Financial Services
Tennessee
-$751K -14,282 Closed
QSS
2068
Quantitative Systematic Strategies
Florida
-$749K -14,257 Closed
EA
2069
Elm Advisors
California
-$730K -13,885 Closed
IFWM
2070
Institute for Wealth Management
Colorado
-$632K -12,023 Closed
GAMA
2071
Graticule Asia Macro Advisors
New York
-$604K -11,500 Closed
TW
2072
Transform Wealth
Colorado
-$600K -11,414 Closed
BI
2073
Bramshill Investments
Florida
-$577K -10,984 Closed
MF
2074
Magnetar Financial
Illinois
-$560K -10,662 Closed
ACM
2075
Aviance Capital Management
Florida
-$545K -10,372 Closed

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.