Wells Fargo
WFC
1,768 hedge funds and large institutions have $216B invested in Wells Fargo in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 735 increasing their positions, 711 reducing their positions, and 84 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 735 | Existing positions reduced: 711
0.88% less ownership
Funds ownership: 77.95% → 77.06% (-0.88%)
1% less capital invested
Capital invested by funds: $218B → $216B (-$2.4B)
2% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 84
1% less funds holding
Funds holding: 1,789 → 1,768 (-21)
5% less funds holding in top 10
Funds holding in top 10: 361 → 344 (-17)
26% less call options, than puts
Call options by funds: $1.18B | Put options by funds: $1.6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$679M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$425M |
| 3 |
ATO
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
|
+$395M |
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$369M |
| 5 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
+$341M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Securian Asset Management
St Paul,
Minnesota
|
-$2.92B |
| 2 |
Morgan Stanley
New York
|
-$763M |
| 3 |
State Street
Boston,
Massachusetts
|
-$662M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$265M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$233M |
WFC Hedge Fund Activity: Q1 2015 in Review
1,768 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2015, worth a combined $216B — down 1.1% from $218B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of WFC and 82 opened new positions — a net loss of 2 holders — while 711 trimmed existing stakes and 735 added.
The largest buyer was JP Morgan Chase, adding an estimated $679M. The largest seller was Securian Asset Management, cutting an estimated $2.92B.
- 1,768 institutional investors held Wells Fargo (WFC) as of Q1 2015, down from 1,789 in Q4 2014.
- Funds reported $216B of Wells Fargo stock for Q1 2015, down 1.1% quarter-over-quarter.
- 82 funds opened new Wells Fargo positions in Q1 2015 and 84 closed out, a net change of -2 holders.
- The largest Wells Fargo buyer in Q1 2015 was JP Morgan Chase, an estimated $679M added.
- The largest Wells Fargo seller in Q1 2015 was Securian Asset Management, an estimated $2.92B sold.
Based on aggregated 13F filings for Q1 2015.