We are live on ! Find out more
WFC icon

Wells Fargo
WFC

1,789 hedge funds and large institutions have $218B invested in Wells Fargo in 2014 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 648 increasing their positions, 729 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 54

7% more funds holding

Funds holding: 1,674 → 1,789 (+115)

6% more funds holding in top 10

Funds holding in top 10: 341 → 361 (+20)

5% more capital invested

Capital invested by funds: $207B → $218B (+$11.2B)

1.42% more ownership

Funds ownership: 76.52% → 77.95% (+1.4%)

11% less repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 729

34% less call options, than puts

Call options by funds: $1.42B | Put options by funds: $2.15B

Holders
1,789
Holders Change
+115
Holders Change %
+6.87%
% of All Funds
47.69%
Holding in Top 10
361
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+5.87%
% of All Funds
9.62%
New
189
Increased
648
Reduced
729
Closed
54
Calls
$1.42B
Puts
$2.15B
Net Calls
-$737M
Net Calls Change
-$205M

Top Buyers

Rank Fund Capital Flow
1
SAM
Securian Asset Management
Minnesota
+$2.86B
2
Morgan Stanley
Morgan Stanley
New York
+$778M
3
State Street
State Street
Massachusetts
+$468M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$367M
5
Capital International Investors
Capital International Investors
California
+$319M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$426M
2
Bank of America
Bank of America
North Carolina
-$360M
3
Invesco
Invesco
Georgia
-$335M
4
AL
AJO LP
Pennsylvania
-$295M
5
DSA
Davis Selected Advisers
Arizona
-$213M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
976
Foothills Asset Management
Arizona
$2.73M +$54K +1,020 +2%
SCA
977
Stonebridge Capital Advisors
Minnesota
$2.72M +$2.22K +42 +0.1%
MM
978
Meridian Management
Arkansas
$2.72M +$58.2K +1,100 +2%
TWI
979
Thomas White International
Illinois
$2.7M -$122K -2,301 -4%
CIA
980
Capital Investment Advisors
Georgia
$2.7M +$163K +3,071 +7%
CWM
981
CIBC World Markets
New York
$2.69M -$313K -5,903 -11%
TBNY
982
Trustco Bank (New York)
New York
$2.69M -$132K -2,485 -5%
CCM
983
Cohen Capital Management
California
$2.69M – – –
EB
984
Eastern Bank
Massachusetts
$2.65M +$2.17M +41,075 +559%
MFS
985
MSI Financial Services
Massachusetts
$2.65M -$241K -4,547 -9%
NPC
986
National Planning Corporation
California
$2.65M -$4.71K -89 -0.2%
SC
987
Savant Capital
Illinois
$2.64M -$23.8K -450 -0.9%
AHS
988
Aspiriant Holdings S3
California
$2.62M +$84.7K +1,600 +3%
TRIM
989
Thompson Rubinstein Investment Management
Oregon
$2.61M – – –
CNBT
990
Canandaigua National Bank & Trust
New York
$2.61M +$189K +3,570 +8%
BCA
991
Benchmark Capital Advisors
New York
$2.6M -$193K -3,650 -7%
GIM
992
Guardian Investment Management
California
$2.58M – – –
SIMM
993
Stillwater Investment Management (Minnesota)
Minnesota
$2.58M -$41.1K -776 -2%
BA
994
Bridgewater Associates
Connecticut
$2.57M +$2.48M +46,881 New
SA
995
Strategic Advisors
New York
$2.57M -$4.61K -87 -0.2%
FAAS
996
First Allied Advisory Services
California
$2.56M -$134K -2,537 -5%
BWAM
997
Boyd Watterson Asset Management
Ohio
$2.55M -$109K -2,056 -4%
PTC
998
Philadelphia Trust Company
Pennsylvania
$2.55M -$11.4M -215,305 -82%
AMM
999
American Money Management
California
$2.54M +$95.9K +1,812 +4%
TC
1000
Taylor Cottrill
New Hampshire
$2.54M +$103K +1,945 +4%
38 39
40
41 42

WFC Hedge Fund Activity: Q4 2014 in Review

1,789 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2014, worth a combined $218B — up 5.4% from $207B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new WFC positions and 54 closed out — a net gain of 135 holders — while 648 added to existing stakes and 729 trimmed.

The largest buyer was Securian Asset Management, adding an estimated $2.86B. The largest seller was Franklin Resources, cutting an estimated $426M.

  • 1,789 institutional investors held Wells Fargo (WFC) as of Q4 2014, up from 1,674 in Q3 2014.
  • Funds reported $218B of Wells Fargo stock for Q4 2014, up 5.4% quarter-over-quarter.
  • 189 funds opened new Wells Fargo positions in Q4 2014 and 54 closed out, a net change of +135 holders.
  • The largest Wells Fargo buyer in Q4 2014 was Securian Asset Management, an estimated $2.86B added.
  • The largest Wells Fargo seller in Q4 2014 was Franklin Resources, an estimated $426M sold.

Based on aggregated 13F filings for Q4 2014.