Wells Fargo & Company
WFC.PRJ.CL
WFC.PRJ.CL was delisted on the 14th of September, 2018.
28 hedge funds and large institutions have $43.2M invested in Wells Fargo & Company in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
53% more capital invested
Capital invested by funds: $28.2M → $43.2M (+$15M)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$1.11M |
| 2 |
NPF
Norris Perne & French
Grand Rapids,
Michigan
|
+$1.03M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$436K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$301K |
| 5 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$175K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHRC
W.H. Reaves & Co
Jersey City,
New Jersey
|
-$466K |
| 2 |
ACM
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
-$203K |
| 3 |
BWAM
Boyd Watterson Asset Management
Cleveland,
Ohio
|
-$200K |
| 4 |
MCC
Mid Continent Capital
Chicago,
Illinois
|
-$114K |
| 5 |
LCM
Logan Capital Management
Newtown Square,
Pennsylvania
|
-$88K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QAM
26
QCI Asset Management
Pittsford,
New York
| $9K | – | – | – |
|
|
AWMS
27
Advocacy Wealth Management Services
Atlanta,
Georgia
| $8K | +$8.44K | +295 | New |
|
|
WOC
28
West Oak Capital
Westlake Village,
California
| $1.53K | – | – | – |
|
|
ACM
29
Azimuth Capital Management
Bloomfield Hills,
Michigan
| – | -$203K | -7,000 | Closed |
|
|
BWAM
30
Boyd Watterson Asset Management
Cleveland,
Ohio
| – | -$200K | -6,925 | Closed |
|
|
KLWA
31
Kelly Lawrence W & Associates
Pasadens,
California
| – | -$49K | -1,700 | Closed |
|
32
Victory Capital Management
San Antonio,
Texas
| – | +$143 | +5 | New |
|
WFC.PRJ.CL Hedge Fund Activity: Q3 2013 in Review
28 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q3 2013, worth a combined $43.2M — up 53% from $28.2M a quarter earlier.
Fund positioning in WFC.PRJ.CL was balanced in Q3 2013: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 5 trimmed.
The largest buyer was KCM Investment Advisors, adding an estimated $1.11M. The largest seller was W.H. Reaves & Co, cutting an estimated $466K.
- 28 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $43.2M of Wells Fargo & Company stock for Q3 2013, up 53% quarter-over-quarter.
- 3 funds opened new Wells Fargo & Company positions in Q3 2013 and 3 closed out, a net change of 0 holders.
- The largest Wells Fargo & Company buyer in Q3 2013 was KCM Investment Advisors, an estimated $1.11M added.
- The largest Wells Fargo & Company seller in Q3 2013 was W.H. Reaves & Co, an estimated $466K sold.
Based on aggregated 13F filings for Q3 2013.