Wells Fargo
WFC
1,650 hedge funds and large institutions have $215B invested in Wells Fargo in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 710 increasing their positions, 671 reducing their positions, and 57 closing their positions.
25% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 57
7% more capital invested
Capital invested by funds: $201B → $215B (+$13.9B)
6% more funds holding in top 10
Funds holding in top 10: 344 → 363 (+19)
6% more repeat investments, than reductions
Existing positions increased: 710 | Existing positions reduced: 671
0.51% more ownership
Funds ownership: 77.02% → 77.53% (+0.51%)
0% more funds holding
Funds holding: 1,646 → 1,650 (+4)
21% less call options, than puts
Call options by funds: $1.19B | Put options by funds: $1.5B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$2.04B |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$373M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$311M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$296M |
| 5 |
JP Morgan Chase
New York
|
+$280M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$416M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$200M |
| 3 |
LBG
Lloyds Banking Group
London,
United Kingdom
|
-$192M |
| 4 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$190M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$182M |
WFC Hedge Fund Activity: Q2 2014 in Review
1,650 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2014, worth a combined $215B — up 6.9% from $201B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new WFC positions and 57 closed out — a net gain of 14 holders — while 710 added to existing stakes and 671 trimmed.
The largest buyer was Norges Bank, adding an estimated $2.04B. The largest seller was Wellington Management Group, cutting an estimated $416M.
- 1,650 institutional investors held Wells Fargo (WFC) as of Q2 2014, up from 1,646 in Q1 2014.
- Funds reported $215B of Wells Fargo stock for Q2 2014, up 6.9% quarter-over-quarter.
- 71 funds opened new Wells Fargo positions in Q2 2014 and 57 closed out, a net change of +14 holders.
- The largest Wells Fargo buyer in Q2 2014 was Norges Bank, an estimated $2.04B added.
- The largest Wells Fargo seller in Q2 2014 was Wellington Management Group, an estimated $416M sold.
Based on aggregated 13F filings for Q2 2014.