Wells Fargo
WFC
1,618 hedge funds and large institutions have $183B invested in Wells Fargo in 2013 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 611 increasing their positions, 639 reducing their positions, and 52 closing their positions.
248% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 52
10% more capital invested
Capital invested by funds: $166B → $183B (+$17B)
7% more funds holding
Funds holding: 1,507 → 1,618 (+111)
0.58% more ownership
Funds ownership: 76.01% → 76.59% (+0.58%)
4% less repeat investments, than reductions
Existing positions increased: 611 | Existing positions reduced: 639
1% less funds holding in top 10
Funds holding in top 10: 269 → 265 (-4)
24% less call options, than puts
Call options by funds: $1.64B | Put options by funds: $2.15B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$547M |
| 2 |
LPLP
Lansdowne Partners Limited Partnership
London,
United Kingdom
|
+$458M |
| 3 |
State Street
Boston,
Massachusetts
|
+$255M |
| 4 |
VAM
Vontobel Asset Management
New York
|
+$198M |
| 5 |
Goldman Sachs
New York
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$466M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$432M |
| 3 |
Bank of New York Mellon
New York
|
-$362M |
| 4 |
Morgan Stanley
New York
|
-$331M |
| 5 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$294M |
WFC Hedge Fund Activity: Q4 2013 in Review
1,618 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2013, worth a combined $183B — up 10% from $166B a quarter earlier.
Buyers outnumbered sellers: 181 funds opened new WFC positions and 52 closed out — a net gain of 129 holders — while 611 added to existing stakes and 639 trimmed.
The largest buyer was Capital World Investors, adding an estimated $547M. The largest seller was Citigroup, cutting an estimated $466M.
- 1,618 institutional investors held Wells Fargo (WFC) as of Q4 2013, up from 1,507 in Q3 2013.
- Funds reported $183B of Wells Fargo stock for Q4 2013, up 10% quarter-over-quarter.
- 181 funds opened new Wells Fargo positions in Q4 2013 and 52 closed out, a net change of +129 holders.
- The largest Wells Fargo buyer in Q4 2013 was Capital World Investors, an estimated $547M added.
- The largest Wells Fargo seller in Q4 2013 was Citigroup, an estimated $466M sold.
Based on aggregated 13F filings for Q4 2013.