Wells Fargo
WFC
1,674 hedge funds and large institutions have $207B invested in Wells Fargo in 2014 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 646 increasing their positions, 732 reducing their positions, and 35 closing their positions.
114% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 35
1% more funds holding
Funds holding: 1,650 → 1,674 (+24)
4% less capital invested
Capital invested by funds: $215B → $207B (-$8.21B)
1.01% less ownership
Funds ownership: 77.53% → 76.52% (-1%)
6% less funds holding in top 10
Funds holding in top 10: 363 → 341 (-22)
12% less repeat investments, than reductions
Existing positions increased: 646 | Existing positions reduced: 732
30% less call options, than puts
Call options by funds: $1.25B | Put options by funds: $1.78B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$286M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$221M |
| 3 |
MA
Marshfield Associates
Washington,
District of Columbia
|
+$143M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$107M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$2.07B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$993M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$666M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$259M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$244M |
WFC Hedge Fund Activity: Q3 2014 in Review
1,674 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2014, worth a combined $207B — down 3.8% from $215B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new WFC positions and 35 closed out — a net gain of 40 holders — while 646 added to existing stakes and 732 trimmed.
The largest buyer was State of Michigan Retirement System, adding an estimated $286M. The largest seller was Norges Bank, cutting an estimated $2.07B.
- 1,674 institutional investors held Wells Fargo (WFC) as of Q3 2014, up from 1,650 in Q2 2014.
- Funds reported $207B of Wells Fargo stock for Q3 2014, down 3.8% quarter-over-quarter.
- 75 funds opened new Wells Fargo positions in Q3 2014 and 35 closed out, a net change of +40 holders.
- The largest Wells Fargo buyer in Q3 2014 was State of Michigan Retirement System, an estimated $286M added.
- The largest Wells Fargo seller in Q3 2014 was Norges Bank, an estimated $2.07B sold.
Based on aggregated 13F filings for Q3 2014.