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Wells Fargo

2,008 hedge funds and large institutions have $164B invested in Wells Fargo in 2018 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 525 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: 215 | Existing positions closed: 160

7% more funds holding in top 10

Funds holding in top 10: 134143 (+9)

2% more funds holding

Funds holding: 1,9742,008 (+34)

0.22% less ownership

Funds ownership: 75.4%75.17% (-0.22%)

14% less capital invested

Capital invested by funds: $191B → $164B (-$27.1B)

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: 525 | Existing positions reduced: 1,033

Holders
2,008
Holders Change
+34
Holders Change %
+1.72%
% of All Funds
44.57%
Holding in Top 10
143
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.72%
% of All Funds
3.17%
New
215
Increased
525
Reduced
1,033
Closed
160
Calls
$2.04B
Puts
$2.59B
Net Calls
-$549M
Net Calls Change
+$559M

WFC Hedge Fund Activity: Q4 2018 in Review

2,008 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2018, worth a combined $164B — down 14% from $191B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new WFC positions and 160 closed out — a net gain of 55 holders — while 525 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.

  • 2,008 institutional investors held Wells Fargo (WFC) as of Q4 2018, up from 1,974 in Q3 2018.
  • Funds reported $164B of Wells Fargo stock for Q4 2018, down 14% quarter-over-quarter.
  • 215 funds opened new Wells Fargo positions in Q4 2018 and 160 closed out, a net change of +55 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.