Wells Fargo
WFC
1,896 hedge funds and large institutions have $180B invested in Wells Fargo in 2016 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 900 increasing their positions, 708 reducing their positions, and 80 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 900 | Existing positions reduced: 708
18% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 80
0% less funds holding
Funds holding: 1,900 → 1,896 (-4)
2% less capital invested
Capital invested by funds: $184B → $180B (-$4.49B)
2.4% less ownership
Funds ownership: 77.28% → 74.88% (-2.4%)
21% less funds holding in top 10
Funds holding in top 10: 281 → 222 (-59)
22% less call options, than puts
Call options by funds: $1.31B | Put options by funds: $1.69B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
+$536M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$305M |
| 3 |
IC
Institutional Capital
Chicago,
Illinois
|
+$271M |
| 4 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
+$251M |
| 5 |
JP Morgan Chase
New York
|
+$231M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$2.85B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$1.2B |
| 3 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$961M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$915M |
| 5 |
State Street
Boston,
Massachusetts
|
-$267M |
WFC Hedge Fund Activity: Q2 2016 in Review
1,896 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2016, worth a combined $180B — down 2.4% from $184B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new WFC positions and 80 closed out — a net gain of 14 holders — while 900 added to existing stakes and 708 trimmed.
The largest buyer was Parnassus Investments, adding an estimated $536M. The largest seller was Royal London Asset Management, cutting an estimated $2.85B.
- 1,896 institutional investors held Wells Fargo (WFC) as of Q2 2016, down from 1,900 in Q1 2016.
- Funds reported $180B of Wells Fargo stock for Q2 2016, down 2.4% quarter-over-quarter.
- 94 funds opened new Wells Fargo positions in Q2 2016 and 80 closed out, a net change of +14 holders.
- The largest Wells Fargo buyer in Q2 2016 was Parnassus Investments, an estimated $536M added.
- The largest Wells Fargo seller in Q2 2016 was Royal London Asset Management, an estimated $2.85B sold.
Based on aggregated 13F filings for Q2 2016.