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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
EMR
2051
Errol M. Rudman
-$1.38M -30,000 Closed
AFS
2052
Access Financial Services
Minnesota
-$1.14M -24,766 Closed
BCM
2053
Bayesian Capital Management
New York
-$1.04M -22,600 Closed
GC
2054
Garde Capital
Washington
-$987K -21,416 Closed
SM
2055
Sciencast Management
New Jersey
-$985K -19,700 Closed
Loomis, Sayles & Company
2056
Loomis, Sayles & Company
Massachusetts
-$838K -18,183 Closed
WCA
2057
Windsor Creek Advisors
Vermont
-$740K -16,059 Closed
EP
2058
Edgestream Partners
New Jersey
-$719K -15,596 Closed
UBV
2059
United Bank (Virginia)
Virginia
-$641K -13,922 Closed
FCFC
2060
First Commonwealth Financial Corp
Pennsylvania
-$599K -12,073 Closed
FAM
2061
Formidable Asset Management
Ohio
-$514K -11,150 Closed
BC
2062
Blueport Capital
Texas
-$508K -11,030 Closed
HHGA
2063
Halbert Hargrove Global Advisors
California
-$508K -11,025 Closed
KCP
2064
KDI Capital Partners
North Carolina
-$502K -10,903 Closed
1WA
2065
180 Wealth Advisors
Washington
-$556K -10,574 Closed
BCM
2066
Breiter Capital Management
Florida
-$473K -10,262 Closed
RA
2067
Raffles Associates
New York
-$472K -10,248 Closed
BHC
2068
Bowen Hanes & Co
Florida
-$461K -10,000 Closed
TBNY
2069
Trustco Bank (New York)
New York
-$441K -9,575 Closed
SCM
2070
Stonebridge Capital Management
California
-$419K -9,101 Closed
BCP
2071
Berkeley Capital Partners
Georgia
-$414K -8,994 Closed
CC
2072
Claybrook Capital
Massachusetts
-$414K -8,985 Closed
FBFS
2073
First Business Financial Services
Wisconsin
-$377K -8,173 Closed
CIS
2074
Capital International Sarl
California
-$356K -7,720 Closed
EAM
2075
Erste Asset Management
Austria
-$374K -7,600 Closed

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.