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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
MFS
2076
Monetta Financial Services
Illinois
-$526K -10,000 Closed
GI
2077
Glovista Investments
New Jersey
-$525K -9,984 Closed
SLAM
2078
Swiss Life Asset Management
-$522K -9,930 Closed
SC
2079
SRB Corp
Massachusetts
-$488K -9,283 Closed
DWM
2080
Dynasty Wealth Management
Florida
-$428K -8,146 Closed
MTIM
2081
Marathon Trading Investment Management
Pennsylvania
-$410K -8,009 Closed
CA
2082
Calton & Associates
Florida
-$410K -7,796 Closed
SWM
2083
Segment Wealth Management
Texas
-$401K -7,619 Closed
PCMC
2084
Paragon Capital Management (Colorado)
Colorado
-$396K -7,528 Closed
BAAM
2085
Baker Avenue Asset Management
California
-$371K -7,054 Closed
RIG
2086
Renaissance Investment Group
Massachusetts
-$362K -6,892 Closed
MC
2087
Miles Capital
Iowa
-$332K -6,323 Closed
LCM
2088
Landscape Capital Management
New Jersey
-$346K -6,243 Closed
CCP
2089
Clarkston Capital Partners
Michigan
-$323K -6,150 Closed
KWMG
2090
King Wealth Management Group
Florida
-$320K -6,099 Closed
DCM
2091
Dynamic Capital Management
Jersey
-$315K -6,000 Closed
NEPWA
2092
New England Private Wealth Advisors
Massachusetts
-$313K -5,952 Closed
SCM
2093
Snow Capital Management
Pennsylvania
-$291K -5,534 Closed
TAM
2094
Trillium Asset Management
Massachusetts
-$280K -5,322 Closed
RP
2095
Rice Partnership
Hawaii
-$275K -5,228 Closed
HIM
2096
HughesLittle Investment Management
-$273K -5,200 Closed
CCM
2097
Compass Capital Management
Minnesota
-$271K -5,158 Closed
CA
2098
Callahan Advisors
Texas
-$267K -5,073 Closed
SFP
2099
Shepherd Financial Partners
Massachusetts
-$279K -5,036 Closed
MTCM
2100
Mint Tower Capital Management
Netherlands
-$263K -5,000 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.