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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
WSCM
2126
Wellington Shields Capital Management
New York
-$212K -4,024 Closed
CIM
2127
Confluence Investment Management
Missouri
-$211K -4,023 Closed
MWM
2128
Merriman Wealth Management
Washington
-$211K -4,013 Closed
MSS
2129
Mitchell Sinkler & Starr
Pennsylvania
-$210K -4,000 Closed
WF
2130
WoodTrust Financial
Wisconsin
-$208K -3,962 Closed
CAN
2131
Claraphi Advisory Network
United States
-$207K -3,939 Closed
MCWS
2132
McKinley Carter Wealth Services
West Virginia
-$205K -3,905 Closed
TA
2133
TMD & Associates
Arizona
-$205K -3,903 Closed
BST
2134
Bath Savings Trust
Maine
-$204K -3,874 Closed
KF
2135
Krilogy Financial
Missouri
-$203K -3,868 Closed
MCMT
2136
Moon Capital Management (Tennessee)
Tennessee
-$202K -3,858 Closed
SCP
2137
Seizert Capital Partners
Michigan
-$201K -3,832 Closed
UAS
2138
United Asset Strategies
New York
-$201K -3,820 Closed
LA
2139
Legacy Advisors
Pennsylvania
-$196K -3,724 Closed
PI
2140
Parkside Investments
Illinois
-$174K -3,316 Closed
TAM
2141
Trust Asset Management
Texas
-$137K -2,613 Closed
SAS
2142
Stelac Advisory Services
New York
-$133K -2,523 Closed
H
2143
Hexavest
Quebec, Canada
-$103K -1,966 Closed
AAIM
2144
Asset Advisors Investment Management
Georgia
-$73K -1,382 Closed
BA
2145
Ballew Advisors
Mississippi
-$70K -1,356 Closed
EAM
2146
Exane Asset Management
France
-$67.1K -1,277 Closed
CAG
2147
Csenge Advisory Group
Florida
-$61K -1,186 Closed
MSFP
2148
Mark Sheptoff Financial Planning
Connecticut
-$54K -1,020 Closed
MUS
2149
Mitsubishi UFJ Securities
Japan
-$49K -940 Closed
MWPCG
2150
Measured Wealth Private Client Group
New Hampshire
-$45K -867 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.