Wells Fargo
WFC
1,789 hedge funds and large institutions have $218B invested in Wells Fargo in 2014 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 648 increasing their positions, 729 reducing their positions, and 54 closing their positions.
250% more first-time investments, than exits
New positions opened: 189 | Existing positions closed: 54
7% more funds holding
Funds holding: 1,674 → 1,789 (+115)
6% more funds holding in top 10
Funds holding in top 10: 341 → 361 (+20)
5% more capital invested
Capital invested by funds: $207B → $218B (+$11.2B)
1.42% more ownership
Funds ownership: 76.52% → 77.95% (+1.4%)
11% less repeat investments, than reductions
Existing positions increased: 648 | Existing positions reduced: 729
34% less call options, than puts
Call options by funds: $1.42B | Put options by funds: $2.15B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Securian Asset Management
St Paul,
Minnesota
|
+$2.86B |
| 2 |
Morgan Stanley
New York
|
+$778M |
| 3 |
State Street
Boston,
Massachusetts
|
+$468M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$367M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$319M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$426M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$360M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$335M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$295M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$213M |
WFC Hedge Fund Activity: Q4 2014 in Review
1,789 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2014, worth a combined $218B — up 5.4% from $207B a quarter earlier.
Buyers outnumbered sellers: 189 funds opened new WFC positions and 54 closed out — a net gain of 135 holders — while 648 added to existing stakes and 729 trimmed.
The largest buyer was Securian Asset Management, adding an estimated $2.86B. The largest seller was Franklin Resources, cutting an estimated $426M.
- 1,789 institutional investors held Wells Fargo (WFC) as of Q4 2014, up from 1,674 in Q3 2014.
- Funds reported $218B of Wells Fargo stock for Q4 2014, up 5.4% quarter-over-quarter.
- 189 funds opened new Wells Fargo positions in Q4 2014 and 54 closed out, a net change of +135 holders.
- The largest Wells Fargo buyer in Q4 2014 was Securian Asset Management, an estimated $2.86B added.
- The largest Wells Fargo seller in Q4 2014 was Franklin Resources, an estimated $426M sold.
Based on aggregated 13F filings for Q4 2014.