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WFC.PRJ.CL

Wells Fargo & Company

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2828 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
10
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$13.5M
KIA
2
KCM Investment Advisors
California
$11.9M +$1.11M +38,943 +10%
NPF
3
Norris Perne & French
Michigan
$3.8M +$1.03M +35,975 +37%
Ameriprise
4
Ameriprise
Minnesota
$3.1M +$301K +10,536 +11%
MCC
5
Mid Continent Capital
Illinois
$2.14M -$114K -4,000 -5%
GT
6
Glenmede Trust
Pennsylvania
$1.37M
DG
7
Davidson & Garrard
Virginia
$1.16M +$2.86K +100 +0.2%
WHRC
8
W.H. Reaves & Co
New Jersey
$1.02M -$466K -16,291 -31%
PPA
9
Parametric Portfolio Associates
Washington
$975K +$86.5K +3,025 +10%
MC
10
Mathes Company
New York
$568K +$107K +3,750 +23%
NSIM
11
North Star Investment Management
Illinois
$505K +$175K +6,122 +52%
SGAM
12
Steinberg Global Asset Management
Florida
$498K +$86 +3 +0%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$432K +$436K +15,226 New
ARMC
14
American Research & Management Company
Massachusetts
$394K -$11.4K -400 -3%
LCM
15
Logan Capital Management
Pennsylvania
$351K -$88K -3,075 -20%
TBA
16
Tower Bridge Advisors
Pennsylvania
$340K
PNC
17
Park National Corp
Ohio
$309K +$3.46K +121 +1%
SCM
18
Shapiro Capital Management
Georgia
$298K
AG
19
Aperio Group
California
$257K +$18.9K +660 +8%
AFIA
20
America First Investment Advisors
Nebraska
$87K
CCM
21
Chilton Capital Management
Texas
$43.9K
HCM
22
Highlander Capital Management
New Jersey
$42.5K
HPBT
23
High Point Bank & Trust
North Carolina
$28K
SSB
24
Sandy Spring Bank
Maryland
$27K
RFA
25
Reilly Financial Advisors
California
$20K -$14.3K -500 -42%

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.