Wells Fargo & Company
WFC.PRJ.CL
WFC.PRJ.CL was delisted on the 14th of September, 2018.
26 hedge funds and large institutions have $40.2M invested in Wells Fargo & Company in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.
8% more capital invested
Capital invested by funds: $37.2M → $40.2M (+$3.04M)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
4% less funds holding
Funds holding: 27 → 26 (-1)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.74M |
| 2 |
CNB
City National Bank
Beverly Hills,
California
|
+$294K |
| 3 |
ARMC
American Research & Management Company
Marion,
Massachusetts
|
+$130K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$20.9K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$17.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$1.42M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$361K |
| 3 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$253K |
| 4 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$214K |
| 5 |
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RPG
26
Risk Paradigm Group
Austin,
Texas
| $648 | – | – | – |
|
|
27
Northern Trust
Chicago,
Illinois
| – | -$1.42M | -48,543 | Closed |
|
|
28
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$361K | -12,325 | Closed |
|
|
LTI
29
Laffer Tengler Investments
Nashville,
Tennessee
| – | -$214K | -7,307 | Closed |
|
|
CHJWM
30
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| – | -$204K | -7,000 | Closed |
|
WFC.PRJ.CL Hedge Fund Activity: Q2 2015 in Review
26 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q2 2015, worth a combined $40.2M — up 8.2% from $37.2M a quarter earlier.
Fund positioning in WFC.PRJ.CL was balanced in Q2 2015: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 7 trimmed.
The largest buyer was Ameriprise, adding an estimated $6.74M. The largest seller was Northern Trust, exiting entirely with an estimated $1.42M sold.
- 26 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q2 2015, down from 27 in Q1 2015.
- Funds reported $40.2M of Wells Fargo & Company stock for Q2 2015, up 8.2% quarter-over-quarter.
- 4 funds opened new Wells Fargo & Company positions in Q2 2015 and 4 closed out, a net change of 0 holders.
- The largest Wells Fargo & Company buyer in Q2 2015 was Ameriprise, an estimated $6.74M added.
- The largest Wells Fargo & Company seller in Q2 2015 was Northern Trust, an estimated $1.42M sold.
Based on aggregated 13F filings for Q2 2015.