Wells Fargo
WFC
1,647 hedge funds and large institutions have $201B invested in Wells Fargo in 2014 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 667 increasing their positions, 683 reducing their positions, and 56 closing their positions.
79% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 56
30% more funds holding in top 10
Funds holding in top 10: 265 → 344 (+79)
9% more capital invested
Capital invested by funds: $184B → $201B (+$16.9B)
2% more funds holding
Funds holding: 1,619 → 1,647 (+28)
0.01% more ownership
Funds ownership: 77.02% → 77.03% (+0.01%)
2% less repeat investments, than reductions
Existing positions increased: 667 | Existing positions reduced: 683
12% less call options, than puts
Call options by funds: $1.26B | Put options by funds: $1.43B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$339M |
| 2 |
Primecap Management
Pasadena,
California
|
+$286M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$279M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$238M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$228M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$1.05B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$649M |
| 3 |
State Street
Boston,
Massachusetts
|
-$409M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$391M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$302M |
WFC Hedge Fund Activity: Q1 2014 in Review
1,647 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2014, worth a combined $201B — up 9.2% from $184B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new WFC positions and 56 closed out — a net gain of 44 holders — while 667 added to existing stakes and 683 trimmed.
The largest buyer was Egerton Capital (UK), adding an estimated $339M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $1.05B.
- 1,647 institutional investors held Wells Fargo (WFC) as of Q1 2014, up from 1,619 in Q4 2013.
- Funds reported $201B of Wells Fargo stock for Q1 2014, up 9.2% quarter-over-quarter.
- 100 funds opened new Wells Fargo positions in Q1 2014 and 56 closed out, a net change of +44 holders.
- The largest Wells Fargo buyer in Q1 2014 was Egerton Capital (UK), an estimated $339M added.
- The largest Wells Fargo seller in Q1 2014 was Brown Brothers Harriman & Co, an estimated $1.05B sold.
Based on aggregated 13F filings for Q1 2014.