Wells Fargo
WFC
1,914 hedge funds and large institutions have $210B invested in Wells Fargo in 2017 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 746 increasing their positions, 860 reducing their positions, and 95 closing their positions.
4% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 95
1% less funds holding
Funds holding: 1,929 → 1,914 (-15)
2% less capital invested
Capital invested by funds: $214B → $210B (-$4.36B)
1.16% less ownership
Funds ownership: 76.96% → 75.8% (-1.2%)
7% less funds holding in top 10
Funds holding in top 10: 260 → 241 (-19)
13% less repeat investments, than reductions
Existing positions increased: 746 | Existing positions reduced: 860
18% less call options, than puts
Call options by funds: $1.96B | Put options by funds: $2.4B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
+$760M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$659M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$597M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$585M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$399M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$939M |
| 2 |
NEAM
New England Asset Management
Farmington,
Connecticut
|
-$827M |
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$628M |
| 4 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$544M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$475M |
WFC Hedge Fund Activity: Q2 2017 in Review
1,914 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2017, worth a combined $210B — down 2% from $214B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new WFC positions and 95 closed out — a net gain of 4 holders — while 746 added to existing stakes and 860 trimmed.
The largest buyer was Eagle Capital Management (New York), opening a new position worth an estimated $760M. The largest seller was Fisher Asset Management, cutting an estimated $939M.
- 1,914 institutional investors held Wells Fargo (WFC) as of Q2 2017, down from 1,929 in Q1 2017.
- Funds reported $210B of Wells Fargo stock for Q2 2017, down 2% quarter-over-quarter.
- 99 funds opened new Wells Fargo positions in Q2 2017 and 95 closed out, a net change of +4 holders.
- The largest Wells Fargo buyer in Q2 2017 was Eagle Capital Management (New York), an estimated $760M added.
- The largest Wells Fargo seller in Q2 2017 was Fisher Asset Management, an estimated $939M sold.
Based on aggregated 13F filings for Q2 2017.