Wells Fargo
WFC
1,829 hedge funds and large institutions have $222B invested in Wells Fargo in 2015 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 747 increasing their positions, 720 reducing their positions, and 42 closing their positions.
183% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 42
13% more funds holding in top 10
Funds holding in top 10: 343 → 386 (+43)
3% more funds holding
Funds holding: 1,768 → 1,829 (+61)
4% more repeat investments, than reductions
Existing positions increased: 747 | Existing positions reduced: 720
3% more capital invested
Capital invested by funds: $216B → $222B (+$6.37B)
0.35% less ownership
Funds ownership: 77.06% → 76.72% (-0.35%)
20% less call options, than puts
Call options by funds: $1.31B | Put options by funds: $1.64B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.03B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$789M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$415M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$290M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$253M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$680M |
| 2 |
JP Morgan Chase
New York
|
-$549M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$512M |
| 4 |
Bank of New York Mellon
New York
|
-$363M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$333M |
WFC Hedge Fund Activity: Q2 2015 in Review
1,829 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2015, worth a combined $222B — up 3% from $216B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new WFC positions and 42 closed out — a net gain of 77 holders — while 747 added to existing stakes and 720 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.03B. The largest seller was State Street, cutting an estimated $680M.
- 1,829 institutional investors held Wells Fargo (WFC) as of Q2 2015, up from 1,768 in Q1 2015.
- Funds reported $222B of Wells Fargo stock for Q2 2015, up 3% quarter-over-quarter.
- 119 funds opened new Wells Fargo positions in Q2 2015 and 42 closed out, a net change of +77 holders.
- The largest Wells Fargo buyer in Q2 2015 was Morgan Stanley, an estimated $1.03B added.
- The largest Wells Fargo seller in Q2 2015 was State Street, an estimated $680M sold.
Based on aggregated 13F filings for Q2 2015.