Wells Fargo & Company
WFC.PRJ.CL
WFC.PRJ.CL was delisted on the 14th of September, 2018.
27 hedge funds and large institutions have $246M invested in Wells Fargo & Company in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 6 closing their positions.
509% more capital invested
Capital invested by funds: $40.3M → $246M (+$206M)
4% less funds holding
Funds holding: 28 → 27 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.34M |
| 2 |
PNC
Park National Corp
Newark,
Ohio
|
+$359K |
| 3 |
ARMC
American Research & Management Company
Marion,
Massachusetts
|
+$231K |
| 4 |
AAC
Asset Advisors Corp
Augusta,
Georgia
|
+$58.2K |
| 5 |
TBA
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
+$55.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$6.16M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$1.43M |
| 3 |
MCC
Mid Continent Capital
Chicago,
Illinois
|
-$855K |
| 4 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$366K |
| 5 |
ACM
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
-$261K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCOV
26
Trust Company of Vermont
Brattleboro,
Vermont
| $6K | +$5.82K | +200 | New |
|
|
GWS
27
Glassman Wealth Services
Vienna,
Virginia
| $1K | +$873 | +30 | New |
|
|
WOC
28
West Oak Capital
Westlake Village,
California
| $788 | – | – | – |
|
|
HNB
29
Huntington National Bank
Columbus,
Ohio
| – | -$6.16M | -212,325 | Closed |
|
|
30
Northern Trust
Chicago,
Illinois
| – | -$1.43M | -49,233 | Closed |
|
|
ACM
31
Azimuth Capital Management
Bloomfield Hills,
Michigan
| – | -$261K | -9,000 | Closed |
|
|
SSB
32
Sandy Spring Bank
Olney,
Maryland
| – | -$28K | -950 | Closed |
|
|
PTC
33
Private Trust Company
Cleveland,
Ohio
| – | -$12K | -425 | Closed |
|
WFC.PRJ.CL Hedge Fund Activity: Q4 2014 in Review
27 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q4 2014, worth a combined $246M — up 509% from $40.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WFC.PRJ.CL and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 5 added.
The largest buyer was Ameriprise, adding an estimated $1.34M. The largest seller was Huntington National Bank, exiting entirely with an estimated $6.16M sold.
- 27 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q4 2014, down from 28 in Q3 2014.
- Funds reported $246M of Wells Fargo & Company stock for Q4 2014, up 509% quarter-over-quarter.
- 5 funds opened new Wells Fargo & Company positions in Q4 2014 and 6 closed out, a net change of -1 holder.
- The largest Wells Fargo & Company buyer in Q4 2014 was Ameriprise, an estimated $1.34M added.
- The largest Wells Fargo & Company seller in Q4 2014 was Huntington National Bank, an estimated $6.16M sold.
Based on aggregated 13F filings for Q4 2014.