We are live on ! Find out more
WFC.PRJ.CL

Wells Fargo & Company

Delisted

WFC.PRJ.CL was delisted on the 14th of September, 2018.

25 hedge funds and large institutions have $30.1M invested in Wells Fargo & Company in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 2625 (-1)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

25% less capital invested

Capital invested by funds: $40.2M → $30.1M (-$10.1M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
1
KCM Investment Advisors
California
$11.4M -$629K -22,265 -5%
Ameriprise
2
Ameriprise
Minnesota
$9.21M -$8.64M -305,991 -48%
MCC
3
Mid Continent Capital
Illinois
$1.74M
ARMC
4
American Research & Management Company
Massachusetts
$1.4M +$548K +19,400 +62%
GT
5
Glenmede Trust
Pennsylvania
$1.27M +$126K +4,455 +11%
DG
6
Davidson & Garrard
Virginia
$978K -$36.7K -1,300 -4%
EWM
7
Edge Wealth Management
New York
$851K +$345K +12,225 +66%
TBA
8
Tower Bridge Advisors
Pennsylvania
$571K
MC
9
Mathes Company
New York
$542K -$9.88K -350 -2%
WHRC
10
W.H. Reaves & Co
New Jersey
$424K -$96.7K -3,425 -18%
WB
11
WesBanco Bank
West Virginia
$357K +$2.82K +100 +0.8%
PNC
12
Park National Corp
Ohio
$333K -$4.91K -174 -1%
SCM
13
Shapiro Capital Management
Georgia
$289K
CNB
14
City National Bank
California
$276K -$5.39K -191 -2%
LCM
15
Logan Capital Management
Pennsylvania
$249K -$43.3K -1,535 -15%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$81K +$5.65K +200 +7%
KLWA
17
Kelly Lawrence W & Associates
California
$47K
HCM
18
Highlander Capital Management
New Jersey
$27K
SIM
19
Sonora Investment Management
Arizona
$27K +$26.7K +945 New
MWP
20
MYCIO Wealth Partners
Pennsylvania
$20K +$5.87K +208 +42%
BCM
21
Brookstone Capital Management
Illinois
$16K
HPBT
22
High Point Bank & Trust
North Carolina
$14K
RPG
23
Risk Paradigm Group
Texas
$8.9K +$8.47K +300 +1,304%
TCOV
24
Trust Company of Vermont
Vermont
$6K
WOC
25
West Oak Capital
California
$744

WFC.PRJ.CL Hedge Fund Activity: Q3 2015 in Review

25 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q3 2015, worth a combined $30.1M — down 25% from $40.2M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of WFC.PRJ.CL and 1 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 7 added.

The largest buyer was American Research & Management Company, adding an estimated $548K. The largest seller was Ameriprise, cutting an estimated $8.64M.

  • 25 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q3 2015, down from 26 in Q2 2015.
  • Funds reported $30.1M of Wells Fargo & Company stock for Q3 2015, down 25% quarter-over-quarter.
  • 1 fund opened new Wells Fargo & Company positions in Q3 2015 and 2 closed out, a net change of -1 holder.
  • The largest Wells Fargo & Company buyer in Q3 2015 was American Research & Management Company, an estimated $548K added.
  • The largest Wells Fargo & Company seller in Q3 2015 was Ameriprise, an estimated $8.64M sold.

Based on aggregated 13F filings for Q3 2015.