Wells Fargo
WFC
1,619 hedge funds and large institutions have $184B invested in Wells Fargo in 2013 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 612 increasing their positions, 638 reducing their positions, and 52 closing their positions.
250% more first-time investments, than exits
New positions opened: 182 | Existing positions closed: 52
10% more capital invested
Capital invested by funds: $167B → $184B (+$17.3B)
7% more funds holding
Funds holding: 1,507 → 1,619 (+112)
0.95% more ownership
Funds ownership: 76.07% → 77.02% (+0.95%)
4% less repeat investments, than reductions
Existing positions increased: 612 | Existing positions reduced: 638
1% less funds holding in top 10
Funds holding in top 10: 268 → 265 (-3)
24% less call options, than puts
Call options by funds: $1.64B | Put options by funds: $2.15B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$991M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$547M |
| 3 |
LPLP
Lansdowne Partners Limited Partnership
London,
United Kingdom
|
+$458M |
| 4 |
State Street
Boston,
Massachusetts
|
+$255M |
| 5 |
VAM
Vontobel Asset Management
New York
|
+$198M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$466M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$432M |
| 3 |
Bank of New York Mellon
New York
|
-$362M |
| 4 |
Morgan Stanley
New York
|
-$331M |
| 5 |
O
OppenheimerFunds
New York
|
-$299M |
WFC Hedge Fund Activity: Q4 2013 in Review
1,619 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2013, worth a combined $184B — up 10% from $167B a quarter earlier.
Buyers outnumbered sellers: 182 funds opened new WFC positions and 52 closed out — a net gain of 130 holders — while 612 added to existing stakes and 638 trimmed.
The largest buyer was Brown Brothers Harriman & Co, adding an estimated $991M. The largest seller was Citigroup, cutting an estimated $466M.
- 1,619 institutional investors held Wells Fargo (WFC) as of Q4 2013, up from 1,507 in Q3 2013.
- Funds reported $184B of Wells Fargo stock for Q4 2013, up 10% quarter-over-quarter.
- 182 funds opened new Wells Fargo positions in Q4 2013 and 52 closed out, a net change of +130 holders.
- The largest Wells Fargo buyer in Q4 2013 was Brown Brothers Harriman & Co, an estimated $991M added.
- The largest Wells Fargo seller in Q4 2013 was Citigroup, an estimated $466M sold.
Based on aggregated 13F filings for Q4 2013.