Wells Fargo & Company
WFC.PRJ.CL
WFC.PRJ.CL was delisted on the 14th of September, 2018.
28 hedge funds and large institutions have $37.9M invested in Wells Fargo & Company in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
5% more capital invested
Capital invested by funds: $36M → $37.9M (+$1.91M)
4% more funds holding
Funds holding: 27 → 28 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.37M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$514K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$412K |
| 4 |
TAM
Tocqueville Asset Management
New York
|
+$128K |
| 5 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$47.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$1.14M |
| 2 |
MCC
Mid Continent Capital
Chicago,
Illinois
|
-$67.6K |
| 3 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$57.8K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$23.2K |
| 5 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
-$20K |
WFC.PRJ.CL Hedge Fund Activity: Q2 2014 in Review
28 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q2 2014, worth a combined $37.9M — up 5.3% from $36M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WFC.PRJ.CL positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.37M. The largest seller was Huntington National Bank, cutting an estimated $1.14M.
- 28 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q2 2014, up from 27 in Q1 2014.
- Funds reported $37.9M of Wells Fargo & Company stock for Q2 2014, up 5.3% quarter-over-quarter.
- 2 funds opened new Wells Fargo & Company positions in Q2 2014 and 1 closed out, a net change of +1 holder.
- The largest Wells Fargo & Company buyer in Q2 2014 was Ameriprise, an estimated $1.37M added.
- The largest Wells Fargo & Company seller in Q2 2014 was Huntington National Bank, an estimated $1.14M sold.
Based on aggregated 13F filings for Q2 2014.