WFC.PRJ.CL

Wells Fargo & Company
WFC.PRJ.CL

Overview Fund Activity
Delisted

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

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23 hedge funds and large institutions have $23.6M invested in Wells Fargo & Company in 2016 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWM
Edge Wealth Management
New York
+$1.29M
2
ARMC
American Research & Management Company
Massachusetts
+$98.2K
3
PPA
Parametric Portfolio Associates
Washington
+$45.9K
4
BWA
Burt Wealth Advisors
Maryland
+$7K
5
PNC
Park National Corp
Ohio
+$757

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$3.2M
2
KIA
KCM Investment Advisors
California
-$240K
3
LCM
Logan Capital Management
Pennsylvania
-$226K
4
WHRC
W.H. Reaves & Co
New Jersey
-$24.5K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
1
KCM Investment Advisors
California
$10.1M -$240K -8,572 -2%
Ameriprise
2
Ameriprise
Minnesota
$3.13M -$3.2M -114,080 -51%
EWM
3
Edge Wealth Management
New York
$2.24M +$1.29M +45,872 +135%
ARMC
4
American Research & Management Company
Massachusetts
$1.94M +$98.2K +3,500 +5%
GT
5
Glenmede Trust
Pennsylvania
$1.31M – – –
PPA
6
Parametric Portfolio Associates
Washington
$1.08M +$45.9K +1,637 +4%
DG
7
Davidson & Garrard
Virginia
$969K – – –
TBA
8
Tower Bridge Advisors
Pennsylvania
$581K – – –
MC
9
Mathes Company
New York
$552K – – –
WHRC
10
W.H. Reaves & Co
New Jersey
$379K -$24.5K -875 -6%
WB
11
WesBanco Bank
West Virginia
$363K – – –
PNC
12
Park National Corp
Ohio
$363K +$757 +27 +0.2%
SCM
13
Shapiro Capital Management
Georgia
$295K – – –
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$79K -$2.8K -100 -3%
KLWA
15
Kelly Lawrence W & Associates
California
$48K – – –
HCM
16
Highlander Capital Management
New Jersey
$28K – – –
SIM
17
Sonora Investment Management
Arizona
$26.3K – – –
MWP
18
MYCIO Wealth Partners
Pennsylvania
$15K +$577 +20 +4%
HPBT
19
High Point Bank & Trust
North Carolina
$14K – – –
RFA
20
Reilly Financial Advisors
California
$11K – – –
BWA
21
Burt Wealth Advisors
Maryland
$7K +$7K +250 New
TCOV
22
Trust Company of Vermont
Vermont
$6K – – –
WOC
23
West Oak Capital
California
$757 – – –
LCM
24
Logan Capital Management
Pennsylvania
– -$226K -8,053 Closed