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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$19.7B -$799M -15,592,798 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.1B +$87M +1,697,656 +0.5%
BlackRock
3
BlackRock
New York
$13.6B +$249M +4,864,647 +2%
State Street
4
State Street
Massachusetts
$8.44B -$461M -8,995,777 -5%
Capital International Investors
5
Capital International Investors
California
$4.18B +$51.3M +1,000,728 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$4.1B -$406M -7,931,582 -8%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$3.79B +$340M +6,639,682 +9%
Dodge & Cox
8
Dodge & Cox
California
$3.7B +$19.2M +374,664 +0.5%
Franklin Resources
9
Franklin Resources
California
$2.67B -$6.81M -133,005 -0.2%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$2.54B
Northern Trust
11
Northern Trust
Illinois
$2.43B +$23M +449,328 +0.9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.38B +$108M +2,114,810 +4%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.34B -$99.5M -1,943,206 -4%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$2.24B -$45.8M -894,319 -2%
Primecap Management
15
Primecap Management
California
$2.1B +$356M +6,956,592 +18%
Norges Bank
16
Norges Bank
Norway
$2B -$58.7M -1,146,516 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.91B -$60.2M -1,174,921 -3%
Bank of America
18
Bank of America
North Carolina
$1.87B -$396M -7,722,970 -16%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.62B -$234M -4,565,878 -11%
Ameriprise
20
Ameriprise
Minnesota
$1.34B +$71.5M +1,395,064 +5%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.31B -$61.7M -1,203,801 -4%
Invesco
22
Invesco
Georgia
$1.28B -$36.5M -712,378 -3%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$1.26B -$49.7M -969,980 -3%
DSA
24
Davis Selected Advisers
Arizona
$1.24B -$7.65M -149,380 -0.6%
Capital World Investors
25
Capital World Investors
California
$1.2B -$1.58B -30,843,791 -54%

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.