Wells Fargo
WFC
1,827 hedge funds and large institutions have $200B invested in Wells Fargo in 2015 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 834 increasing their positions, 672 reducing their positions, and 61 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 834 | Existing positions reduced: 672
21% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 61
0% more call options, than puts
Call options by funds: $1.63B | Put options by funds: $1.63B
0% less funds holding
Funds holding: 1,828 → 1,827 (-1)
0.36% less ownership
Funds ownership: 76.72% → 76.36% (-0.36%)
1% less funds holding in top 10
Funds holding in top 10: 386 → 381 (-5)
9% less capital invested
Capital invested by funds: $221B → $200B (-$20.5B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.36B |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$360M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$282M |
| 4 |
B
BloombergSen
Toronto,
Ontario, Canada
|
+$248M |
| 5 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$235M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$875M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$566M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$390M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$334M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$306M |
WFC Hedge Fund Activity: Q3 2015 in Review
1,827 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2015, worth a combined $200B — down 9.3% from $221B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new WFC positions and 61 closed out — a net gain of 13 holders — while 834 added to existing stakes and 672 trimmed.
The largest buyer was Bank of America, adding an estimated $1.36B. The largest seller was Morgan Stanley, cutting an estimated $875M.
- 1,827 institutional investors held Wells Fargo (WFC) as of Q3 2015, down from 1,828 in Q2 2015.
- Funds reported $200B of Wells Fargo stock for Q3 2015, down 9.3% quarter-over-quarter.
- 74 funds opened new Wells Fargo positions in Q3 2015 and 61 closed out, a net change of +13 holders.
- The largest Wells Fargo buyer in Q3 2015 was Bank of America, an estimated $1.36B added.
- The largest Wells Fargo seller in Q3 2015 was Morgan Stanley, an estimated $875M sold.
Based on aggregated 13F filings for Q3 2015.