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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$19.8B -$834M -16,965,129 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.7B -$216M -4,383,516 -1%
BlackRock
3
BlackRock
New York
$13.9B -$378M -7,678,329 -3%
State Street
4
State Street
Massachusetts
$8.69B -$158M -3,205,217 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.97B -$336M -6,833,396 -8%
Dodge & Cox
6
Dodge & Cox
California
$3.95B +$78M +1,585,684 +2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$3.59B -$390M -7,919,336 -10%
Franklin Resources
8
Franklin Resources
California
$3.17B +$384M +7,800,322 +13%
Capital International Investors
9
Capital International Investors
California
$3.05B -$1.36B -27,553,928 -30%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$2.66B
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.57B +$78.3M +1,591,803 +3%
Northern Trust
12
Northern Trust
Illinois
$2.52B -$23.3M -474,401 -0.9%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.37B -$88.1M -1,791,770 -4%
Primecap Management
14
Primecap Management
California
$2.22B +$24.4M +495,907 +1%
Norges Bank
15
Norges Bank
Norway
$2.11B +$6.94M +141,159 +0.3%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$2.05B -$308M -6,268,466 -13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.9B -$103M -2,084,566 -5%
Bank of America
18
Bank of America
North Carolina
$1.86B -$102M -2,071,387 -5%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.69B -$11.3M -229,965 -0.7%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.41B +$29.1M +591,692 +2%
Ameriprise
21
Ameriprise
Minnesota
$1.35B -$57.5M -1,168,376 -4%
Capital World Investors
22
Capital World Investors
California
$1.34B +$93M +1,890,115 +7%
Eagle Capital Management (New York)
23
Eagle Capital Management (New York)
New York
$1.33B +$177M +3,598,602 +15%
DSA
24
Davis Selected Advisers
Arizona
$1.33B +$27.8M +564,936 +2%
Invesco
25
Invesco
Georgia
$1.3B -$44.1M -896,893 -3%

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.