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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
201
BB&T Securities
Virginia
$59.7M +$3.42M +72,551 +7%
Natixis Advisors
202
Natixis Advisors
Massachusetts
$59M +$9.04M +191,961 +20%
Comerica Bank
203
Comerica Bank
Texas
$58.5M +$278K +5,897 +0.5%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.3M +$2.07M +43,896 +4%
Public Sector Pension Investment Board (PSP Investments)
205
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$57.9M +$29.2M +620,266 +117%
CCM
206
Check Capital Management
California
$57.5M -$1.76M -37,284 -3%
Connor, Clark & Lunn Investment Management (CC&L)
207
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$56.8M +$150K +3,175 +0.3%
DZ Bank
208
DZ Bank
Germany
$56.5M -$67.1M -1,424,232 -56%
MIM
209
MetLife Investment Management
New Jersey
$55M -$1.12M -23,787 -2%
CCM
210
Cullen Capital Management
New York
$54.2M +$32.2M +682,885 +175%
Aviva
211
Aviva
United Kingdom
$54.1M -$20.2M -427,741 -29%
EP
212
Elkfork Partners
Oregon
$53.3M -$12.3M -261,018 -20%
SI
213
Scharf Investments
California
$52.7M -$569K -12,088 -1%
Neuberger Berman Group
214
Neuberger Berman Group
New York
$52.1M -$6.44M -136,642 -12%
FVP
215
Firefly Value Partners
Pennsylvania
$52M -$4.19M -89,000 -8%
FIM
216
Foresters Investment Management
New York
$51.6M -$1.03M -21,928 -2%
MNG
217
Manning & Napier Group
New York
$51.6M -$856K -18,175 -2%
WG
218
Winton Group
United Kingdom
$51.3M +$26.8M +568,181 +127%
ProShare Advisors
219
ProShare Advisors
Maryland
$51.3M -$532K -11,298 -1%
GIBU
220
Gulf International Bank (UK)
United Kingdom
$51.2M -$302K -6,409 -0.6%
BCM
221
Becker Capital Management
Oregon
$50.9M +$3.01M +63,991 +7%
JWBC
222
John W. Bristol & Co
New York
$50.9M -$786K -16,691 -2%
Allianz Asset Management
223
Allianz Asset Management
Germany
$50.8M -$24.7M -523,821 -34%
AAIM
224
American Assets Investment Management
California
$50.7M
O
225
Ossiam
France
$50.4M +$47.1M +1,000,000 New

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.