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Wells Fargo

1,954 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 668 increasing their positions, 955 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 75.83%75.08% (-0.75%)

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.03B)

3% less funds holding

Funds holding: 2,0151,954 (-61)

5% less funds holding in top 10

Funds holding in top 10: 119113 (-6)

16% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.26B

27% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 131

30% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 955

Holders
1,954
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.45%
New
96
Increased
668
Reduced
955
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
2051
Ensemble Capital Management
California
-$203K -4,200 Closed
HI
2052
Harrington Investments
California
-$203K -4,194 Closed
AF
2053
Aldebaran Financial
-$202K -4,181 Closed
SCP
2054
Sandhill Capital Partners
New York
-$202K -4,172 Closed
FC
2055
FCA Corp
Texas
-$201K -4,161 Closed
SFP
2056
Shepherd Financial Partners
Massachusetts
-$200K -4,138 Closed
PGWM
2057
Parisi Gray Wealth Management
New Jersey
-$193K -3,992 Closed
PCA
2058
Peddock Capital Advisors
Massachusetts
-$189K -3,905 Closed
IP
2059
Intellectus Partners
California
-$184K -3,818 Closed
CAM
2060
Close Asset Management
United Kingdom
-$184K -3,800 Closed
LC
2061
Lavaca Capital
Texas
-$161K -3,327 Closed
WA
2062
Winfield Associates
Ohio
-$135K -2,785 Closed
AIA
2063
Alera Investment Advisors
Illinois
-$126K -2,616 Closed
CWM
2064
Cedar Wealth Management
California
-$116K -2,410 Closed
FNC
2065
First National Corp
Massachusetts
-$94K -1,941 Closed
SAM
2066
Strategy Asset Managers
California
-$93K -1,917 Closed
AA
2067
Advisory Alpha
Michigan
-$85.6K -1,832 Closed
FIA
2068
FNY Investment Advisers
New York
-$60K -1,250 Closed
JIP
2069
JBJ Investment Partners
South Carolina
-$60K -1,234 Closed
IAS
2070
IMA Advisory Services
Colorado
-$58K -1,200 Closed
WCM
2071
WealthBridge Capital Management
Ohio
-$50K -1,067 Closed
PWM
2072
PRW Wealth Management
Massachusetts
-$28K -593 Closed
HCA
2073
Horan Capital Advisors
Ohio
-$27K -555 Closed
OFS
2074
Orrstown Financial Services
Pennsylvania
-$25K -515 Closed
SHIM
2075
Stone House Investment Management
Pennsylvania
-$20K -406 Closed

WFC Hedge Fund Activity: Q2 2019 in Review

1,954 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2019, worth a combined $159B — down 4.2% from $166B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WFC and 96 opened new positions — a net loss of 35 holders — while 955 trimmed existing stakes and 668 added.

The largest buyer was Nuveen, adding an estimated $971M. The largest seller was Magellan Asset Management, cutting an estimated $1.09B.

  • 1,954 institutional investors held Wells Fargo (WFC) as of Q2 2019, down from 2,015 in Q1 2019.
  • Funds reported $159B of Wells Fargo stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 96 funds opened new Wells Fargo positions in Q2 2019 and 131 closed out, a net change of -35 holders.
  • The largest Wells Fargo buyer in Q2 2019 was Nuveen, an estimated $971M added.
  • The largest Wells Fargo seller in Q2 2019 was Magellan Asset Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q2 2019.