Wells Fargo
WFC
1,902 hedge funds and large institutions have $186B invested in Wells Fargo in 2016 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 915 increasing their positions, 691 reducing their positions, and 90 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 915 | Existing positions reduced: 691
26% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 90
0% more funds holding
Funds holding: 1,900 → 1,902 (+2)
0.29% less ownership
Funds ownership: 76.41% → 76.12% (-0.29%)
6% less call options, than puts
Call options by funds: $1.21B | Put options by funds: $1.28B
12% less capital invested
Capital invested by funds: $212B → $186B (-$25.8B)
30% less funds holding in top 10
Funds holding in top 10: 403 → 281 (-122)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
+$520M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$351M |
| 3 |
Goldman Sachs
New York
|
+$294M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$281M |
| 5 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$255M |
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
1,902 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2016, worth a combined $186B — down 12% 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 915 added to existing stakes and 691 trimmed.
The largest buyer was Lansdowne Partners (UK), adding an estimated $520M. The largest seller was Capital World Investors, cutting an estimated $1.72B.
- 1,902 institutional investors held Wells Fargo (WFC) as of Q1 2016, up from 1,900 in Q4 2015.
- Funds reported $186B of Wells Fargo stock for Q1 2016, down 12% 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 Lansdowne Partners (UK), an estimated $520M 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.