Wells Fargo
WFC
2,010 hedge funds and large institutions have $199B invested in Wells Fargo in 2018 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 626 increasing their positions, 1,067 reducing their positions, and 156 closing their positions.
0.85% more ownership
Funds ownership: 76.96% → 77.81% (+0.85%)
2% less funds holding
Funds holding: 2,053 → 2,010 (-43)
14% less capital invested
Capital invested by funds: $230B → $199B (-$31B)
17% less first-time investments, than exits
New positions opened: 130 | Existing positions closed: 156
26% less call options, than puts
Call options by funds: $2.3B | Put options by funds: $3.11B
29% less funds holding in top 10
Funds holding in top 10: 232 → 164 (-68)
41% less repeat investments, than reductions
Existing positions increased: 626 | Existing positions reduced: 1,067
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.65B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.41B |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$1.28B |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$503M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$445M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
-$927M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$796M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$784M |
| 4 |
JP Morgan Chase
New York
|
-$529M |
| 5 |
State Street
Boston,
Massachusetts
|
-$509M |
WFC Hedge Fund Activity: Q1 2018 in Review
2,010 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2018, worth a combined $199B — down 14% from $230B a quarter earlier.
Sellers outnumbered buyers: 156 funds closed out of WFC and 130 opened new positions — a net loss of 26 holders — while 1,067 trimmed existing stakes and 626 added.
The largest buyer was Deutsche Bank, adding an estimated $1.65B. The largest seller was Parnassus Investments, exiting entirely with an estimated $927M sold.
- 2,010 institutional investors held Wells Fargo (WFC) as of Q1 2018, down from 2,053 in Q4 2017.
- Funds reported $199B of Wells Fargo stock for Q1 2018, down 14% quarter-over-quarter.
- 130 funds opened new Wells Fargo positions in Q1 2018 and 156 closed out, a net change of -26 holders.
- The largest Wells Fargo buyer in Q1 2018 was Deutsche Bank, an estimated $1.65B added.
- The largest Wells Fargo seller in Q1 2018 was Parnassus Investments, an estimated $927M sold.
Based on aggregated 13F filings for Q1 2018.