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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 $31.6M invested in Wells Fargo & Company in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

0% more funds holding

Funds holding: 2828 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less capital invested

Capital invested by funds: $43.2M → $31.6M (-$11.7M)

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
9
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
1
KCM Investment Advisors
California
$12.5M +$732K +25,839 +6%
NPF
2
Norris Perne & French
Michigan
$4.15M +$410K +14,475 +11%
Ameriprise
3
Ameriprise
Minnesota
$3.64M +$590K +20,811 +19%
MCC
4
Mid Continent Capital
Illinois
$2.71M +$609K +21,500 +28%
GT
5
Glenmede Trust
Pennsylvania
$1.35M
DG
6
Davidson & Garrard
Virginia
$1.14M -$4.25K -150 -0.4%
PPA
7
Parametric Portfolio Associates
Washington
$927K -$35.6K -1,256 -4%
WHRC
8
W.H. Reaves & Co
New Jersey
$841K -$167K -5,895 -16%
MC
9
Mathes Company
New York
$560K
NSIM
10
North Star Investment Management
Illinois
$546K +$48.9K +1,725 +10%
TBA
11
Tower Bridge Advisors
Pennsylvania
$526K +$193K +6,800 +57%
SGAM
12
Steinberg Global Asset Management
Florida
$491K +$57 +2 +0%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$421K -$5.24K -185 -1%
ARMC
14
American Research & Management Company
Massachusetts
$389K
LCM
15
Logan Capital Management
Pennsylvania
$376K +$30.1K +1,063 +9%
PNC
16
Park National Corp
Ohio
$332K +$27.3K +963 +9%
SCM
17
Shapiro Capital Management
Georgia
$294K
AFIA
18
America First Investment Advisors
Nebraska
$86K
KLWA
19
Kelly Lawrence W & Associates
California
$48K +$48.2K +1,700 New
LTI
20
Laffer Tengler Investments
Tennessee
$46.9K +$47.5K +1,676 New
CCM
21
Chilton Capital Management
Texas
$43.3K
HCM
22
Highlander Capital Management
New Jersey
$41.9K
HPBT
23
High Point Bank & Trust
North Carolina
$28K
SSB
24
Sandy Spring Bank
Maryland
$27K
RFA
25
Reilly Financial Advisors
California
$20K

WFC.PRJ.CL Hedge Fund Activity: Q4 2013 in Review

28 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q4 2013, worth a combined $31.6M — down 27% from $43.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new WFC.PRJ.CL positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 4 trimmed.

The largest buyer was KCM Investment Advisors, adding an estimated $732K. The largest seller was Aperio Group, exiting entirely with an estimated $257K sold.

  • 28 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $31.6M of Wells Fargo & Company stock for Q4 2013, down 27% quarter-over-quarter.
  • 3 funds opened new Wells Fargo & Company positions in Q4 2013 and 2 closed out, a net change of +1 holder.
  • The largest Wells Fargo & Company buyer in Q4 2013 was KCM Investment Advisors, an estimated $732K added.
  • The largest Wells Fargo & Company seller in Q4 2013 was Aperio Group, an estimated $257K sold.

Based on aggregated 13F filings for Q4 2013.