Wells Fargo
WFC
1,901 hedge funds and large institutions have $184B invested in Wells Fargo in 2016 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 914 increasing their positions, 691 reducing their positions, and 90 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 914 | Existing positions reduced: 691
26% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 90
0.82% more ownership
Funds ownership: 76.46% → 77.28% (+0.82%)
0% more funds holding
Funds holding: 1,899 → 1,901 (+2)
6% less call options, than puts
Call options by funds: $1.21B | Put options by funds: $1.28B
13% less capital invested
Capital invested by funds: $212B → $184B (-$27.5B)
30% less funds holding in top 10
Funds holding in top 10: 403 → 281 (-122)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$2.86B |
| 2 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
+$520M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$351M |
| 4 |
Goldman Sachs
New York
|
+$294M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$281M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.72B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.17B |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$543M |
| 4 |
JP Morgan Chase
New York
|
-$402M |
| 5 |
Barclays
London,
United Kingdom
|
-$370M |
WFC Hedge Fund Activity: Q1 2016 in Review
1,901 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2016, worth a combined $184B — down 13% from $212B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new WFC positions and 90 closed out — a net gain of 23 holders — while 914 added to existing stakes and 691 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $2.86B. The largest seller was Capital World Investors, cutting an estimated $1.72B.
- 1,901 institutional investors held Wells Fargo (WFC) as of Q1 2016, up from 1,899 in Q4 2015.
- Funds reported $184B of Wells Fargo stock for Q1 2016, down 13% quarter-over-quarter.
- 113 funds opened new Wells Fargo positions in Q1 2016 and 90 closed out, a net change of +23 holders.
- The largest Wells Fargo buyer in Q1 2016 was Royal London Asset Management, an estimated $2.86B added.
- The largest Wells Fargo seller in Q1 2016 was Capital World Investors, an estimated $1.72B sold.
Based on aggregated 13F filings for Q1 2016.