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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
SCM
201
Smead Capital Management
Arizona
$57.9M -$4.23M -82,520 -6%
EP
202
Elkfork Partners
Oregon
$57.7M +$3.25M +63,410 +5%
AA
203
ALPS Advisors
Colorado
$57.5M -$44.2M -863,792 -41%
Connor, Clark & Lunn Investment Management (CC&L)
204
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$56.6M +$10.8M +210,950 +21%
Jennison Associates
205
Jennison Associates
New York
$56.2M -$1.82M -35,517 -3%
CB
206
Commerce Bank
Missouri
$56.2M -$606K -11,840 -1%
MIM
207
MetLife Investment Management
New Jersey
$55.8M -$2.53M -49,371 -4%
SB
208
Suntrust Banks
Georgia
$55.1M -$2.23M -43,595 -4%
Comerica Bank
209
Comerica Bank
Texas
$54.9M -$395K -7,708 -0.7%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$54.7M +$7.77M +151,607 +15%
CCM
211
Check Capital Management
California
$54.4M +$7.96M +155,465 +15%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.7M -$348K -6,802 -0.6%
BCM
213
Becker Capital Management
Oregon
$53.3M -$1.58M -30,880 -3%
ZIM
214
Zacks Investment Management
Illinois
$53M -$2.28M -44,533 -4%
ProShare Advisors
215
ProShare Advisors
Maryland
$52.3M +$158K +3,082 +0.3%
RP
216
Regal Partners
Australia
$51.9M +$8.23M +160,704 +17%
FVP
217
Firefly Value Partners
Pennsylvania
$51.6M
Fayez Sarofim & Co
218
Fayez Sarofim & Co
Texas
$51.6M -$5.42M -105,730 -9%
MSL
219
Mackay Shields LLC
New York
$51.4M -$14.7M -286,942 -20%
FAF
220
Fjarde Ap-fonden
Sweden
$50.5M -$7.33M -143,100 -12%
PAM
221
Panagora Asset Management
Massachusetts
$50.4M -$5.15M -100,494 -8%
GIBU
222
Gulf International Bank (UK)
United Kingdom
$50M -$24.9M -486,446 -31%
CGT
223
Capital Guardian Trust
California
$49.3M -$1.16M -22,594 -2%
CCM
224
Cullen Capital Management
New York
$49.3M -$5.68M -110,810 -9%
JWBC
225
John W. Bristol & Co
New York
$49.1M -$19.6M -383,267 -26%

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.