Wells Fargo
WFC
1,890 hedge funds and large institutions have $165B invested in Wells Fargo in 2016 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 767 increasing their positions, 821 reducing their positions, and 114 closing their positions.
11% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 114
0.35% less ownership
Funds ownership: 74.88% → 74.53% (-0.35%)
0% less funds holding
Funds holding: 1,897 → 1,890 (-7)
7% less repeat investments, than reductions
Existing positions increased: 767 | Existing positions reduced: 821
8% less capital invested
Capital invested by funds: $180B → $165B (-$15.1B)
10% less funds holding in top 10
Funds holding in top 10: 222 → 199 (-23)
34% less call options, than puts
Call options by funds: $1.54B | Put options by funds: $2.34B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$476M |
| 2 |
Morgan Stanley
New York
|
+$361M |
| 3 |
State Street
Boston,
Massachusetts
|
+$351M |
| 4 |
Parnassus Investments
San Francisco,
California
|
+$272M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$263M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.16B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$372M |
| 3 |
Lazard Asset Management
New York
|
-$295M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$223M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$210M |
WFC Hedge Fund Activity: Q3 2016 in Review
1,890 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2016, worth a combined $165B — down 8.4% from $180B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new WFC positions and 114 closed out — a net gain of 13 holders — while 767 added to existing stakes and 821 trimmed.
The largest buyer was Franklin Resources, adding an estimated $476M. The largest seller was Wellington Management Group, cutting an estimated $1.16B.
- 1,890 institutional investors held Wells Fargo (WFC) as of Q3 2016, down from 1,897 in Q2 2016.
- Funds reported $165B of Wells Fargo stock for Q3 2016, down 8.4% quarter-over-quarter.
- 127 funds opened new Wells Fargo positions in Q3 2016 and 114 closed out, a net change of +13 holders.
- The largest Wells Fargo buyer in Q3 2016 was Franklin Resources, an estimated $476M added.
- The largest Wells Fargo seller in Q3 2016 was Wellington Management Group, an estimated $1.16B sold.
Based on aggregated 13F filings for Q3 2016.