Wells Fargo
WFC
1,646 hedge funds and large institutions have $201B invested in Wells Fargo in 2014 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 667 increasing their positions, 683 reducing their positions, and 56 closing their positions.
77% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 56
30% more funds holding in top 10
Funds holding in top 10: 265 → 344 (+79)
10% more capital invested
Capital invested by funds: $183B → $201B (+$17.9B)
2% more funds holding
Funds holding: 1,619 → 1,646 (+27)
0.43% more ownership
Funds ownership: 76.59% → 77.02% (+0.43%)
2% less repeat investments, than reductions
Existing positions increased: 667 | Existing positions reduced: 683
12% less call options, than puts
Call options by funds: $1.26B | Put options by funds: $1.42B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$339M |
| 2 |
Primecap Management
Pasadena,
California
|
+$286M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$279M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$238M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$228M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$649M |
| 2 |
State Street
Boston,
Massachusetts
|
-$409M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$391M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$302M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$283M |
WFC Hedge Fund Activity: Q1 2014 in Review
1,646 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2014, worth a combined $201B — up 9.7% from $183B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new WFC positions and 56 closed out — a net gain of 43 holders — while 667 added to existing stakes and 683 trimmed.
The largest buyer was Egerton Capital (UK), adding an estimated $339M. The largest seller was Fidelity Investments, cutting an estimated $649M.
- 1,646 institutional investors held Wells Fargo (WFC) as of Q1 2014, up from 1,619 in Q4 2013.
- Funds reported $201B of Wells Fargo stock for Q1 2014, up 9.7% quarter-over-quarter.
- 99 funds opened new Wells Fargo positions in Q1 2014 and 56 closed out, a net change of +43 holders.
- The largest Wells Fargo buyer in Q1 2014 was Egerton Capital (UK), an estimated $339M added.
- The largest Wells Fargo seller in Q1 2014 was Fidelity Investments, an estimated $649M sold.
Based on aggregated 13F filings for Q1 2014.