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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$19.1B -$1.48B -31,434,755 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.2B -$127M -2,693,726 -0.8%
BlackRock
3
BlackRock
New York
$14.4B -$426M -9,039,957 -3%
State Street
4
State Street
Massachusetts
$8.79B -$166M -3,527,898 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$4.71B +$704M +14,936,816 +19%
Dodge & Cox
6
Dodge & Cox
California
$4.3B +$68M +1,444,489 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$3.38B +$48.6M +1,032,541 +2%
Franklin Resources
8
Franklin Resources
California
$3.25B -$6.14M -130,430 -0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.84B +$76.8M +1,630,803 +3%
State Farm Mutual Automobile Insurance
10
State Farm Mutual Automobile Insurance
Illinois
$2.78B
Primecap Management
11
Primecap Management
California
$2.59B +$33.4M +708,820 +1%
Northern Trust
12
Northern Trust
Illinois
$2.53B -$65.4M -1,387,886 -3%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.25B +$249M +5,289,560 +13%
Norges Bank
14
Norges Bank
Norway
$2.1B -$61.9M -1,313,541 -3%
Bank of America
15
Bank of America
North Carolina
$1.98B +$46.6M +990,075 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.89B -$39.7M -843,285 -2%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$1.88B -$32.8M -695,308 -2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$1.84B +$21.7M +461,448 +1%
Capital International Investors
19
Capital International Investors
California
$1.71B -$1.1B -23,371,741 -41%
Invesco
20
Invesco
Georgia
$1.5B +$30.2M +640,799 +2%
Eagle Capital Management (New York)
21
Eagle Capital Management (New York)
New York
$1.42B +$7.72M +163,769 +0.6%
DSA
22
Davis Selected Advisers
Arizona
$1.39B -$12.4M -262,596 -0.9%
Barrow, Hanley, Mewhinney & Strauss
23
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.35B -$98.6M -2,094,009 -7%
Deutsche Bank
24
Deutsche Bank
Germany
$1.32B -$221M -4,680,969 -15%
Goldman Sachs
25
Goldman Sachs
New York
$1.32B +$141M +2,989,679 +13%

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.