Wells Fargo
WFC
1,506 hedge funds and large institutions have $166B invested in Wells Fargo in 2013 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 623 increasing their positions, 606 reducing their positions, and 51 closing their positions.
75% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 51
2% more funds holding
Funds holding: 1,481 → 1,506 (+25)
3% more repeat investments, than reductions
Existing positions increased: 623 | Existing positions reduced: 606
0% less capital invested
Capital invested by funds: $167B → $166B (-$144M)
0.39% less ownership
Funds ownership: 76.4% → 76.01% (-0.39%)
9% less funds holding in top 10
Funds holding in top 10: 296 → 269 (-27)
29% less call options, than puts
Call options by funds: $1.27B | Put options by funds: $1.79B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$596M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$523M |
| 3 |
Morgan Stanley
New York
|
+$345M |
| 4 |
Bank of New York Mellon
New York
|
+$342M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$251M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$493M |
| 2 |
JP Morgan Chase
New York
|
-$330M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$314M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$302M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$279M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1551
Group One Trading
Chicago,
Illinois
| – | -$62K | -1,500 | Closed |
|
|
CCT
1552
Capital City Trust
Tallahassee,
Florida
| – | -$62K | -1,497 | Closed |
|
|
FHB
1553
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$59K | -1,436 | Closed |
|
|
KLWA
1554
Kelly Lawrence W & Associates
Pasadens,
California
| – | -$41K | -1,000 | Closed |
|
|
SMA
1555
Simply Money Advisors
Cincinnati,
Ohio
| – | -$13K | -311 | Closed |
|
|
BWM
1556
Baystate Wealth Management
Boston,
Massachusetts
| – | -$10K | -250 | Closed |
|
|
CFA
1557
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$3K | -62 | Closed |
|
|
WCM
1558
Wealthcare Capital Management
Richmond,
Virginia
| – | -$2K | -57 | Closed |
|
|
PFG
1559
Piershale Financial Group
Barrington,
Illinois
| – | +$85 | +2 | New |
|
WFC Hedge Fund Activity: Q3 2013 in Review
1,506 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2013, worth a combined $166B — down 0.09% from $167B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new WFC positions and 51 closed out — a net gain of 38 holders — while 623 added to existing stakes and 606 trimmed.
The largest buyer was Capital World Investors, adding an estimated $596M. The largest seller was Fidelity Investments, cutting an estimated $493M.
- 1,506 institutional investors held Wells Fargo (WFC) as of Q3 2013, up from 1,481 in Q2 2013.
- Funds reported $166B of Wells Fargo stock for Q3 2013, down 0.09% quarter-over-quarter.
- 89 funds opened new Wells Fargo positions in Q3 2013 and 51 closed out, a net change of +38 holders.
- The largest Wells Fargo buyer in Q3 2013 was Capital World Investors, an estimated $596M added.
- The largest Wells Fargo seller in Q3 2013 was Fidelity Investments, an estimated $493M sold.
Based on aggregated 13F filings for Q3 2013.