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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
AIP
2101
Almanack Investment Partners
Pennsylvania
-$123K -2,679 Closed
PHK
2102
Point72 Hong Kong
Hong Kong
-$94K -2,047 Closed
PFC
2103
Phocas Financial Corp
California
-$89K -1,930 Closed
RCG
2104
Ruggie Capital Group
Florida
-$80K -1,726 Closed
TFA
2105
Transamerica Financial Advisors
Florida
-$66K -1,415 Closed
PG
2106
Patten Group
Tennessee
-$51K -1,100 Closed
MWA
2107
Meridian Wealth Advisors
Texas
-$42K -920 Closed
FTI
2108
Fiduciary Trust International
Massachusetts
-$42K -909 Closed
MS
2109
Mizuho Securities
Japan
-$28K -600 Closed
SFA
2110
Spectrum Financial Alliance
Kentucky
-$27K -600 Closed
FFW
2111
Fusion Family Wealth
New York
-$20K -444 Closed
IAS
2112
INR Advisory Services
Pennsylvania
-$9K -203 Closed
CH
2113
Canton Hathaway
Rhode Island
-$8K -175 Closed
PRC
2114
Pearl River Capital
Michigan
-$7K -157 Closed
SGS
2115
Sterling Global Strategies
California
-$5.71K -124 Closed
CAL
2116
Capital Analysts LLC
Pennsylvania
-$5K -102 Closed
KCM
2117
Karp Capital Management
California
-$2K -40 Closed
CIM
2118
Contravisory Investment Management
Massachusetts
-$1K -25 Closed
HI
2119
Human Investing
Oregon
-$1K -24 Closed
PCM
2120
Princeton Capital Management
New Jersey
+$443 +9 New

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.