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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
TM
2101
Thiel Macro
California
-$263K -5,000 Closed
FLPIM
2102
F.L. Putnam Investment Management
Massachusetts
-$259K -4,932 Closed
GFPC
2103
Global Financial Private Capital
Florida
-$259K -4,924 Closed
RWM
2104
RKL Wealth Management
Pennsylvania
-$257K -4,891 Closed
NERM
2105
New England Research & Management
Illinois
-$252K -4,800 Closed
VAM
2106
Verity Asset Management
North Carolina
-$246K -4,679 Closed
MWM
2107
MinichMacGregor Wealth Management
New York
-$243K -4,656 Closed
ECM
2108
Ensemble Capital Management
California
-$242K -4,600 Closed
HPWM
2109
Highland Private Wealth Management
Washington
-$242K -4,594 Closed
RA
2110
RFG Advisory
Alabama
-$240K -4,569 Closed
SP
2111
Successful Portfolios
Florida
-$238K -4,528 Closed
SFI
2112
SPC Financial Inc
Maryland
-$237K -4,501 Closed
Jacobs Levy Equity Management
2113
Jacobs Levy Equity Management
New Jersey
-$234K -4,460 Closed
BFC
2114
Blue Fin Capital
Rhode Island
-$234K -4,444 Closed
CTA
2115
Colonial Trust Advisors
South Carolina
-$231K -4,396 Closed
TI
2116
Truepoint Inc
Ohio
-$231K -4,390 Closed
SNBOSD
2117
Security National Bank of So Dak
Iowa
-$227K -4,316 Closed
SCP
2118
Sandhill Capital Partners
New York
-$225K -4,277 Closed
WPIC
2119
White Pine Investment Company
Michigan
-$224K -4,257 Closed
BW
2120
Biegel & Waller
Maryland
-$221K -4,208 Closed
HI
2121
Harrington Investments
California
-$220K -4,194 Closed
AF
2122
Aldebaran Financial
-$220K -4,181 Closed
FC
2123
FCA Corp
Texas
-$219K -4,161 Closed
BFIM
2124
Beese Fulmer Investment Management
Ohio
-$217K -4,135 Closed
PLFAM
2125
Pineno Levin & Ford Asset Management
Virginia
-$212K -4,032 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.