Wells Fargo
WFC
1,929 hedge funds and large institutions have $214B invested in Wells Fargo in 2017 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 680 increasing their positions, 941 reducing their positions, and 105 closing their positions.
7% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 105
1% more capital invested
Capital invested by funds: $211B → $214B (+$2.91B)
0.56% more ownership
Funds ownership: 76.4% → 76.96% (+0.56%)
1% less funds holding
Funds holding: 1,945 → 1,929 (-16)
14% less funds holding in top 10
Funds holding in top 10: 301 → 260 (-41)
19% less call options, than puts
Call options by funds: $2.22B | Put options by funds: $2.75B
28% less repeat investments, than reductions
Existing positions increased: 680 | Existing positions reduced: 941
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$15B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$1.05B |
| 3 |
NEAM
New England Asset Management
Farmington,
Connecticut
|
+$859M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$717M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$670M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$697M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$297M |
| 3 |
JP Morgan Chase
New York
|
-$279M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$225M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$190M |
WFC Hedge Fund Activity: Q1 2017 in Review
1,929 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2017, worth a combined $214B — up 1.4% from $211B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new WFC positions and 105 closed out — a net gain of 7 holders — while 680 added to existing stakes and 941 trimmed.
The largest buyer was BlackRock, adding an estimated $15B. The largest seller was Bank of America, cutting an estimated $697M.
- 1,929 institutional investors held Wells Fargo (WFC) as of Q1 2017, down from 1,945 in Q4 2016.
- Funds reported $214B of Wells Fargo stock for Q1 2017, up 1.4% quarter-over-quarter.
- 112 funds opened new Wells Fargo positions in Q1 2017 and 105 closed out, a net change of +7 holders.
- The largest Wells Fargo buyer in Q1 2017 was BlackRock, an estimated $15B added.
- The largest Wells Fargo seller in Q1 2017 was Bank of America, an estimated $697M sold.
Based on aggregated 13F filings for Q1 2017.