Wells Fargo & Company
WFC.PRJ.CL
WFC.PRJ.CL was delisted on the 14th of September, 2018.
27 hedge funds and large institutions have $36M invested in Wells Fargo & Company in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 5 closing their positions.
14% more capital invested
Capital invested by funds: $31.6M → $36M (+$4.47M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 28 → 27 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$5.79M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$953K |
| 3 |
MCC
Mid Continent Capital
Chicago,
Illinois
|
+$716K |
| 4 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$661K |
| 5 |
EWM
Edge Wealth Management
New York
|
+$540K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPF
Norris Perne & French
Grand Rapids,
Michigan
|
-$4.15M |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$546K |
| 3 |
SGAM
Steinberg Global Asset Management
Boca Raton,
Florida
|
-$491K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$421K |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QAM
26
QCI Asset Management
Pittsford,
New York
| $10K | – | – | – |
|
|
WOC
27
West Oak Capital
Westlake Village,
California
| $787 | -$773 | -27 | -50% |
|
|
NPF
28
Norris Perne & French
Grand Rapids,
Michigan
| – | -$4.15M | -148,405 | Closed |
|
|
NSIM
29
North Star Investment Management
Chicago,
Illinois
| – | -$546K | -19,522 | Closed |
|
|
SGAM
30
Steinberg Global Asset Management
Boca Raton,
Florida
| – | -$491K | -17,568 | Closed |
|
|
31
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$421K | -15,041 | Closed |
|
|
CCM
32
Chilton Capital Management
Houston,
Texas
| – | -$43.3K | -1,550 | Closed |
|
WFC.PRJ.CL Hedge Fund Activity: Q1 2014 in Review
27 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q1 2014, worth a combined $36M — up 14% from $31.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WFC.PRJ.CL and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 6 added.
The largest buyer was Huntington National Bank, opening a new position worth an estimated $5.79M. The largest seller was Norris Perne & French, exiting entirely with an estimated $4.15M sold.
- 27 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q1 2014, down from 28 in Q4 2013.
- Funds reported $36M of Wells Fargo & Company stock for Q1 2014, up 14% quarter-over-quarter.
- 4 funds opened new Wells Fargo & Company positions in Q1 2014 and 5 closed out, a net change of -1 holder.
- The largest Wells Fargo & Company buyer in Q1 2014 was Huntington National Bank, an estimated $5.79M added.
- The largest Wells Fargo & Company seller in Q1 2014 was Norris Perne & French, an estimated $4.15M sold.
Based on aggregated 13F filings for Q1 2014.