Wells Fargo & Company
WFC.PRJ.CL
WFC.PRJ.CL was delisted on the 14th of September, 2018.
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.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
9% less capital invested
Capital invested by funds: $25.8M → $23.6M (-$2.28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Edge Wealth Management
New York
|
+$1.28M |
| 2 |
ARMC
American Research & Management Company
Marion,
Massachusetts
|
+$97.6K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$45.6K |
| 4 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$6.97K |
| 5 |
PNC
Park National Corp
Newark,
Ohio
|
+$753 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.18M |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$239K |
| 3 |
LCM
Logan Capital Management
Newtown Square,
Pennsylvania
|
-$226K |
| 4 |
WHRC
W.H. Reaves & Co
Jersey City,
New Jersey
|
-$24.4K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.79K |
WFC.PRJ.CL Hedge Fund Activity: Q1 2016 in Review
23 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q1 2016, worth a combined $23.6M — down 8.8% from $25.8M a quarter earlier.
Fund positioning in WFC.PRJ.CL was balanced in Q1 2016: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 4 trimmed.
The largest buyer was Edge Wealth Management, adding an estimated $1.28M. The largest seller was Ameriprise, cutting an estimated $3.18M.
- 23 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $23.6M of Wells Fargo & Company stock for Q1 2016, down 8.8% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Company positions in Q1 2016 and 1 closed out, a net change of 0 holders.
- The largest Wells Fargo & Company buyer in Q1 2016 was Edge Wealth Management, an estimated $1.28M added.
- The largest Wells Fargo & Company seller in Q1 2016 was Ameriprise, an estimated $3.18M sold.
Based on aggregated 13F filings for Q1 2016.