Wells Fargo
WFC
1,945 hedge funds and large institutions have $211B invested in Wells Fargo in 2016 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 597 increasing their positions, 983 reducing their positions, and 137 closing their positions.
69% more first-time investments, than exits
New positions opened: 231 | Existing positions closed: 137
51% more funds holding in top 10
Funds holding in top 10: 199 → 301 (+102)
28% more capital invested
Capital invested by funds: $165B → $211B (+$46.6B)
3% more funds holding
Funds holding: 1,890 → 1,945 (+55)
1.87% more ownership
Funds ownership: 74.53% → 76.4% (+1.9%)
6% less call options, than puts
Call options by funds: $3.24B | Put options by funds: $3.44B
39% less repeat investments, than reductions
Existing positions increased: 597 | Existing positions reduced: 983
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.31B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.05B |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$918M |
| 4 |
State Street
Boston,
Massachusetts
|
+$878M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$739M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$913M |
| 2 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$347M |
| 3 |
D.E. Shaw & Co
New York
|
-$280M |
| 4 |
SA
SQ Advisors
Naples,
Florida
|
-$279M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$274M |
WFC Hedge Fund Activity: Q4 2016 in Review
1,945 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2016, worth a combined $211B — up 28% from $165B a quarter earlier.
Buyers outnumbered sellers: 231 funds opened new WFC positions and 137 closed out — a net gain of 94 holders — while 597 added to existing stakes and 983 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.31B. The largest seller was JP Morgan Chase, cutting an estimated $913M.
- 1,945 institutional investors held Wells Fargo (WFC) as of Q4 2016, up from 1,890 in Q3 2016.
- Funds reported $211B of Wells Fargo stock for Q4 2016, up 28% quarter-over-quarter.
- 231 funds opened new Wells Fargo positions in Q4 2016 and 137 closed out, a net change of +94 holders.
- The largest Wells Fargo buyer in Q4 2016 was T. Rowe Price Associates, an estimated $1.31B added.
- The largest Wells Fargo seller in Q4 2016 was JP Morgan Chase, an estimated $913M sold.
Based on aggregated 13F filings for Q4 2016.