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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 $40.3M invested in Wells Fargo & Company in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $37.9M → $40.3M (+$2.4M)

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

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

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
5
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
1
KCM Investment Advisors
California
$13.4M -$195K -6,639 -1%
Ameriprise
2
Ameriprise
Minnesota
$7.46M +$1.39M +47,303 +23%
HNB
3
Huntington National Bank
Ohio
$6.16M +$1.43M +48,875 +30%
MCC
4
Mid Continent Capital
Illinois
$3.29M -$182K -6,200 -5%
Northern Trust
5
Northern Trust
Illinois
$1.43M +$1.44M +49,233 New
GT
6
Glenmede Trust
Pennsylvania
$1.34M -$367K -12,500 -21%
DG
7
Davidson & Garrard
Virginia
$1.17M
PPA
8
Parametric Portfolio Associates
Washington
$954K -$15.9K -543 -2%
WHRC
9
W.H. Reaves & Co
New Jersey
$667K -$25.7K -875 -4%
MC
10
Mathes Company
New York
$581K
EWM
11
Edge Wealth Management
New York
$546K
TBA
12
Tower Bridge Advisors
Pennsylvania
$546K
ARMC
13
American Research & Management Company
Massachusetts
$521K +$114K +3,900 +28%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$401K -$5.87K -200 -1%
WB
15
WesBanco Bank
West Virginia
$380K
LCM
16
Logan Capital Management
Pennsylvania
$333K +$909 +31 +0.3%
SCM
17
Shapiro Capital Management
Georgia
$305K
ACM
18
Azimuth Capital Management
Michigan
$261K
CHJWM
19
Carlton Hofferkamp & Jenks Wealth Management
Texas
$202K +$205K +7,000 New
LTI
20
Laffer Tengler Investments
Tennessee
$183K +$67.9K +2,314 +58%
AFIA
21
America First Investment Advisors
Nebraska
$62K
OIA
22
Optimum Investment Advisors
Illinois
$31K +$30.8K +1,050 New
HCM
23
Highlander Capital Management
New Jersey
$29K
HPBT
24
High Point Bank & Trust
North Carolina
$29K
SSB
25
Sandy Spring Bank
Maryland
$28K

WFC.PRJ.CL Hedge Fund Activity: Q3 2014 in Review

28 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q3 2014, worth a combined $40.3M — up 6.3% from $37.9M a quarter earlier.

Fund positioning in WFC.PRJ.CL was balanced in Q3 2014: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 6 trimmed.

The largest buyer was Northern Trust, opening a new position worth an estimated $1.44M. The largest seller was Glenmede Trust, cutting an estimated $367K.

  • 28 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $40.3M of Wells Fargo & Company stock for Q3 2014, up 6.3% quarter-over-quarter.
  • 3 funds opened new Wells Fargo & Company positions in Q3 2014 and 3 closed out, a net change of 0 holders.
  • The largest Wells Fargo & Company buyer in Q3 2014 was Northern Trust, an estimated $1.44M added.
  • The largest Wells Fargo & Company seller in Q3 2014 was Glenmede Trust, an estimated $367K sold.

Based on aggregated 13F filings for Q3 2014.