Wells Fargo
WFC
2,095 hedge funds and large institutions have $169B invested in Wells Fargo in 2019 Q4 according to their latest regulatory filings, with 265 funds opening new positions, 708 increasing their positions, 885 reducing their positions, and 80 closing their positions.
231% more first-time investments, than exits
New positions opened: 265 | Existing positions closed: 80
8% more funds holding
Funds holding: 1,938 → 2,095 (+157)
7% more funds holding in top 10
Funds holding in top 10: 122 → 131 (+9)
3% more capital invested
Capital invested by funds: $164B → $169B (+$5.51B)
0.57% more ownership
Funds ownership: 73.66% → 74.23% (+0.57%)
20% less repeat investments, than reductions
Existing positions increased: 708 | Existing positions reduced: 885
27% less call options, than puts
Call options by funds: $2.19B | Put options by funds: $2.99B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.12B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$721M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$405M |
| 4 |
Millennium Management
New York
|
+$378M |
| 5 |
Morgan Stanley
New York
|
+$299M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$2.89B |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$662M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$530M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$508M |
| 5 |
BlackRock
New York
|
-$434M |
WFC Hedge Fund Activity: Q4 2019 in Review
2,095 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2019, worth a combined $169B — up 3.4% from $164B a quarter earlier.
Buyers outnumbered sellers: 265 funds opened new WFC positions and 80 closed out — a net gain of 185 holders — while 708 added to existing stakes and 885 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.12B. The largest seller was Berkshire Hathaway, cutting an estimated $2.89B.
- 2,095 institutional investors held Wells Fargo (WFC) as of Q4 2019, up from 1,938 in Q3 2019.
- Funds reported $169B of Wells Fargo stock for Q4 2019, up 3.4% quarter-over-quarter.
- 265 funds opened new Wells Fargo positions in Q4 2019 and 80 closed out, a net change of +185 holders.
- The largest Wells Fargo buyer in Q4 2019 was Fidelity Investments, an estimated $1.12B added.
- The largest Wells Fargo seller in Q4 2019 was Berkshire Hathaway, an estimated $2.89B sold.
Based on aggregated 13F filings for Q4 2019.