Wells Fargo
WFC
1,974 hedge funds and large institutions have $191B invested in Wells Fargo in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 643 increasing their positions, 923 reducing their positions, and 94 closing their positions.
13% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 94
0% less funds holding
Funds holding: 1,979 → 1,974 (-5)
3.69% less ownership
Funds ownership: 79.07% → 75.38% (-3.7%)
10% less capital invested
Capital invested by funds: $213B → $191B (-$22.3B)
27% less funds holding in top 10
Funds holding in top 10: 182 → 133 (-49)
30% less repeat investments, than reductions
Existing positions increased: 643 | Existing positions reduced: 923
35% less call options, than puts
Call options by funds: $2.04B | Put options by funds: $3.15B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$3.74B |
| 2 |
Primecap Management
Pasadena,
California
|
+$704M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$487M |
| 4 |
BlackRock
New York
|
+$482M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$304M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$6.24B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.1B |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$2.6B |
| 4 |
Morgan Stanley
New York
|
-$967M |
| 5 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$551M |
WFC Hedge Fund Activity: Q3 2018 in Review
1,974 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2018, worth a combined $191B — down 10% from $213B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new WFC positions and 94 closed out — a net gain of 12 holders — while 643 added to existing stakes and 923 trimmed.
The largest buyer was Capital International Investors, adding an estimated $3.74B. The largest seller was Capital World Investors, cutting an estimated $6.24B.
- 1,974 institutional investors held Wells Fargo (WFC) as of Q3 2018, down from 1,979 in Q2 2018.
- Funds reported $191B of Wells Fargo stock for Q3 2018, down 10% quarter-over-quarter.
- 106 funds opened new Wells Fargo positions in Q3 2018 and 94 closed out, a net change of +12 holders.
- The largest Wells Fargo buyer in Q3 2018 was Capital International Investors, an estimated $3.74B added.
- The largest Wells Fargo seller in Q3 2018 was Capital World Investors, an estimated $6.24B sold.
Based on aggregated 13F filings for Q3 2018.