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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
SIM
2076
Sadoff Investment Management
Wisconsin
-$350K -7,600 Closed
DWM
2077
Dakota Wealth Management
Florida
-$347K -6,599 Closed
SWM
2078
SVA Wealth Management
Wisconsin
-$272K -5,913 Closed
EPA
2079
Element Pointe Advisors
Florida
-$271K -5,882 Closed
BOPW
2080
Brandywine Oak Private Wealth
Pennsylvania
-$264K -5,732 Closed
DP
2081
Dearborn Partners
Illinois
-$256K -5,553 Closed
CWM
2082
Centric Wealth Management
Illinois
-$255K -5,541 Closed
CG
2083
CFO4Life Group
Texas
-$246K -5,332 Closed
PSG
2084
Planning Solutions Group
Maryland
-$244K -5,299 Closed
PFM
2085
Probabilities Fund Management
New York
-$240K -5,217 Closed
PHAM
2086
Palisades Hudson Asset Management
Florida
-$240K -5,207 Closed
SAM
2087
SignalPoint Asset Management
Missouri
-$234K -5,079 Closed
SBAM
2088
Santa Barbara Asset Management
California
-$231K -5,007 Closed
HR
2089
Hayden Royal
North Carolina
-$230K -5,000 Closed
FFIC
2090
First Fiduciary Investment Counsel
Ohio
-$262K -4,990 Closed
NFA
2091
Nuveen Fund Advisors
Illinois
-$228K -4,942 Closed
WAMC
2092
Western Asset Management Company
California
-$212K -4,600 Closed
HCM
2093
HMS Capital Management
Tennessee
-$211K -4,580 Closed
AAS
2094
Annex Advisory Services
Wisconsin
-$206K -4,466 Closed
GAMC
2095
Garner Asset Management Corp
Texas
-$205K -4,458 Closed
BWM
2096
BT Wealth Management
Georgia
-$209K -4,299 Closed
OCM
2097
Orser Capital Management
Texas
-$212K -4,000 Closed
SMFG
2098
Sumitomo Mitsui Financial Group
Japan
-$179K -3,930 Closed
T2I
2099
Turim 21 Investimentos
Brazil
-$156K -3,380 Closed
WANY
2100
Wealthspire Advisors (New York)
New York
-$152K -3,296 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.