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Wells Fargo

1,954 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 668 increasing their positions, 955 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 75.83%75.08% (-0.75%)

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.03B)

3% less funds holding

Funds holding: 2,0151,954 (-61)

5% less funds holding in top 10

Funds holding in top 10: 119113 (-6)

16% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.26B

27% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 131

30% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 955

Holders
1,954
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.45%
New
96
Increased
668
Reduced
955
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$19.4B
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.3B +$1.71M +36,496 +0%
BlackRock
3
BlackRock
New York
$13.9B +$314M +6,707,908 +2%
State Street
4
State Street
Massachusetts
$8.42B -$93.8M -2,004,818 -1%
Dodge & Cox
5
Dodge & Cox
California
$3.97B +$94.9M +2,029,133 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$3.71B +$187M +3,995,403 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3.13B -$755M -16,147,868 -20%
Franklin Resources
8
Franklin Resources
California
$3.06B -$49.7M -1,063,593 -2%
Capital International Investors
9
Capital International Investors
California
$2.71B -$276M -5,910,107 -9%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$2.6B
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.59B +$72.3M +1,544,973 +3%
Northern Trust
12
Northern Trust
Illinois
$2.44B -$27M -578,142 -1%
Primecap Management
13
Primecap Management
California
$2.39B +$215M +4,600,225 +10%
Norges Bank
14
Norges Bank
Norway
$2.03B -$34.8M -743,450 -2%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.82B -$454M -9,708,652 -20%
Bank of America
16
Bank of America
North Carolina
$1.81B -$8.52M -182,131 -0.5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.81B -$46.7M -998,783 -3%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$1.8B -$205M -4,380,168 -10%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.7B +$43.5M +930,127 +3%
Deutsche Bank
20
Deutsche Bank
Germany
$1.46B +$201M +4,297,522 +16%
Invesco
21
Invesco
Georgia
$1.37B +$103M +2,193,469 +8%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.37B -$7.62M -163,017 -0.6%
Eagle Capital Management (New York)
23
Eagle Capital Management (New York)
New York
$1.33B +$22.5M +481,049 +2%
DSA
24
Davis Selected Advisers
Arizona
$1.31B +$9.07M +193,907 +0.7%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.24B +$43.4M +926,986 +4%

WFC Hedge Fund Activity: Q2 2019 in Review

1,954 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2019, worth a combined $159B — down 4.2% from $166B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WFC and 96 opened new positions — a net loss of 35 holders — while 955 trimmed existing stakes and 668 added.

The largest buyer was Nuveen, adding an estimated $971M. The largest seller was Magellan Asset Management, cutting an estimated $1.09B.

  • 1,954 institutional investors held Wells Fargo (WFC) as of Q2 2019, down from 2,015 in Q1 2019.
  • Funds reported $159B of Wells Fargo stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 96 funds opened new Wells Fargo positions in Q2 2019 and 131 closed out, a net change of -35 holders.
  • The largest Wells Fargo buyer in Q2 2019 was Nuveen, an estimated $971M added.
  • The largest Wells Fargo seller in Q2 2019 was Magellan Asset Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q2 2019.