Wells Fargo
WFC
1,979 hedge funds and large institutions have $213B invested in Wells Fargo in 2018 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 664 increasing their positions, 975 reducing their positions, and 106 closing their positions.
11% more funds holding in top 10
Funds holding in top 10: 164 → 182 (+18)
7% more capital invested
Capital invested by funds: $199B → $213B (+$14.5B)
1.26% more ownership
Funds ownership: 77.81% → 79.07% (+1.3%)
7% less first-time investments, than exits
New positions opened: 99 | Existing positions closed: 106
2% less funds holding
Funds holding: 2,010 → 1,979 (-31)
28% less call options, than puts
Call options by funds: $2.53B | Put options by funds: $3.52B
32% less repeat investments, than reductions
Existing positions increased: 664 | Existing positions reduced: 975
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.81B |
| 2 |
Sanders Capital
West Palm Beach,
Florida
|
+$841M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$817M |
| 4 |
Morgan Stanley
New York
|
+$801M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$443M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$952M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$673M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$591M |
| 4 |
BlackRock
New York
|
-$364M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$336M |
WFC Hedge Fund Activity: Q2 2018 in Review
1,979 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2018, worth a combined $213B — up 7.3% from $199B a quarter earlier.
Sellers outnumbered buyers: 106 funds closed out of WFC and 99 opened new positions — a net loss of 7 holders — while 975 trimmed existing stakes and 664 added.
The largest buyer was Fidelity Investments, adding an estimated $3.81B. The largest seller was Deutsche Bank, cutting an estimated $952M.
- 1,979 institutional investors held Wells Fargo (WFC) as of Q2 2018, down from 2,010 in Q1 2018.
- Funds reported $213B of Wells Fargo stock for Q2 2018, up 7.3% quarter-over-quarter.
- 99 funds opened new Wells Fargo positions in Q2 2018 and 106 closed out, a net change of -7 holders.
- The largest Wells Fargo buyer in Q2 2018 was Fidelity Investments, an estimated $3.81B added.
- The largest Wells Fargo seller in Q2 2018 was Deutsche Bank, an estimated $952M sold.
Based on aggregated 13F filings for Q2 2018.