Wells Fargo
WFC
1,866 hedge funds and large institutions have $209B invested in Wells Fargo in 2017 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 653 increasing their positions, 911 reducing their positions, and 116 closing their positions.
0.46% more ownership
Funds ownership: 75.8% → 76.26% (+0.46%)
1% less capital invested
Capital invested by funds: $210B → $209B (-$1.21B)
3% less funds holding
Funds holding: 1,914 → 1,866 (-48)
12% less funds holding in top 10
Funds holding in top 10: 241 → 213 (-28)
23% less call options, than puts
Call options by funds: $2.32B | Put options by funds: $3.01B
28% less repeat investments, than reductions
Existing positions increased: 653 | Existing positions reduced: 911
28% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 116
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.13B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$471M |
| 3 |
BlackRock
New York
|
+$452M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$386M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$282M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.7B |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$553M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$392M |
| 4 |
JP Morgan Chase
New York
|
-$285M |
| 5 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$200M |
WFC Hedge Fund Activity: Q3 2017 in Review
1,866 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2017, worth a combined $209B — down 0.58% from $210B a quarter earlier.
Sellers outnumbered buyers: 116 funds closed out of WFC and 83 opened new positions — a net loss of 33 holders — while 911 trimmed existing stakes and 653 added.
The largest buyer was Capital World Investors, adding an estimated $1.13B. The largest seller was Wellington Management Group, cutting an estimated $1.7B.
- 1,866 institutional investors held Wells Fargo (WFC) as of Q3 2017, down from 1,914 in Q2 2017.
- Funds reported $209B of Wells Fargo stock for Q3 2017, down 0.58% quarter-over-quarter.
- 83 funds opened new Wells Fargo positions in Q3 2017 and 116 closed out, a net change of -33 holders.
- The largest Wells Fargo buyer in Q3 2017 was Capital World Investors, an estimated $1.13B added.
- The largest Wells Fargo seller in Q3 2017 was Wellington Management Group, an estimated $1.7B sold.
Based on aggregated 13F filings for Q3 2017.