Wells Fargo
WFC
2,053 hedge funds and large institutions have $230B invested in Wells Fargo in 2017 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 636 increasing their positions, 942 reducing their positions, and 71 closing their positions.
293% more first-time investments, than exits
New positions opened: 279 | Existing positions closed: 71
10% more capital invested
Capital invested by funds: $209B → $230B (+$21.1B)
10% more funds holding
Funds holding: 1,866 → 2,053 (+187)
9% more funds holding in top 10
Funds holding in top 10: 213 → 232 (+19)
0.7% more ownership
Funds ownership: 76.26% → 76.96% (+0.7%)
9% less call options, than puts
Call options by funds: $3.5B | Put options by funds: $3.85B
32% less repeat investments, than reductions
Existing positions increased: 636 | Existing positions reduced: 942
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$931M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$834M |
| 3 |
BlackRock
New York
|
+$386M |
| 4 |
CG
Carmignac Gestion
Paris,
France
|
+$339M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$302M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$608M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$553M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$525M |
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$339M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$269M |
WFC Hedge Fund Activity: Q4 2017 in Review
2,053 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2017, worth a combined $230B — up 10% from $209B a quarter earlier.
Buyers outnumbered sellers: 279 funds opened new WFC positions and 71 closed out — a net gain of 208 holders — while 636 added to existing stakes and 942 trimmed.
The largest buyer was Capital World Investors, adding an estimated $931M. The largest seller was Bank of America, cutting an estimated $608M.
- 2,053 institutional investors held Wells Fargo (WFC) as of Q4 2017, up from 1,866 in Q3 2017.
- Funds reported $230B of Wells Fargo stock for Q4 2017, up 10% quarter-over-quarter.
- 279 funds opened new Wells Fargo positions in Q4 2017 and 71 closed out, a net change of +208 holders.
- The largest Wells Fargo buyer in Q4 2017 was Capital World Investors, an estimated $931M added.
- The largest Wells Fargo seller in Q4 2017 was Bank of America, an estimated $608M sold.
Based on aggregated 13F filings for Q4 2017.