We are live on ! Find out more
WFC icon

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
EP
201
Elkfork Partners
Oregon
$63.5M +$3.05M +61,948 +5%
Nomura Asset Management
202
Nomura Asset Management
Japan
$61.9M -$1.49M -30,375 -2%
SB
203
Suntrust Banks
Georgia
$60.6M +$2.84M +57,792 +5%
MIP
204
Mondrian Investment Partners
United Kingdom
$59.8M -$13.1M -266,223 -18%
CRM
205
Cramer Rosenthal McGlynn
Connecticut
$59.7M -$3.89M -79,087 -6%
AA
206
ALPS Advisors
Colorado
$59.6M -$686K -13,948 -1%
SCM
207
Smead Capital Management
Arizona
$59.5M -$1.19M -24,180 -2%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$59.5M +$2.25M +45,730 +4%
Citadel Advisors
209
Citadel Advisors
Florida
$59.4M -$163M -3,307,758 -73%
Jennison Associates
210
Jennison Associates
New York
$59.1M +$201K +4,088 +0.3%
RP
211
Regal Partners
Australia
$58.1M +$3.69M +75,023 +7%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58M +$1.72M +34,910 +3%
C
213
Consulta
United Kingdom
$58M +$59M +1,200,000 New
Connor, Clark & Lunn Investment Management (CC&L)
214
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$57.8M -$1.59M -32,418 -3%
CCM
215
Check Capital Management
California
$57.3M +$236K +4,793 +0.4%
1832 Asset Management
216
1832 Asset Management
Ontario, Canada
$57M +$9.33M +189,597 +19%
MIM
217
MetLife Investment Management
New Jersey
$56.2M -$2.34M -47,621 -4%
SI
218
Scharf Investments
California
$56M +$5.57M +113,310 +11%
VanEck Associates
219
VanEck Associates
New York
$55.7M +$8.82M +179,325 +18%
BCM
220
Becker Capital Management
Oregon
$55.2M -$692K -14,060 -1%
Natixis Advisors
221
Natixis Advisors
Massachusetts
$54.7M +$9.92M +201,596 +22%
FVP
222
Firefly Value Partners
Pennsylvania
$54.1M
MSL
223
Mackay Shields LLC
New York
$53.3M -$586K -11,924 -1%
ProShare Advisors
224
ProShare Advisors
Maryland
$52.6M -$2.21M -44,950 -4%
Comerica Bank
225
Comerica Bank
Texas
$52.4M -$289K -5,875 -0.5%

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.