Wells Fargo & Company
WFC.PRJ.CL
WFC.PRJ.CL was delisted on the 14th of September, 2018.
25 hedge funds and large institutions have $22.6M invested in Wells Fargo & Company in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
9% more funds holding
Funds holding: 23 → 25 (+2)
4% less capital invested
Capital invested by funds: $23.6M → $22.6M (-$949K)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Sunnymeath Asset Management
Red Bank,
New Jersey
|
+$489K |
| 2 |
ARMC
American Research & Management Company
Marion,
Massachusetts
|
+$291K |
| 3 |
CCM
Cribstone Capital Management
Augusta,
Maine
|
+$16.9K |
| 4 |
PNC
Park National Corp
Newark,
Ohio
|
+$6.15K |
| 5 |
SFG
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
+$4.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Edge Wealth Management
New York
|
-$838K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$517K |
| 3 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$106K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$29.1K |
| 5 |
TBA
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
-$22.4K |
WFC.PRJ.CL Hedge Fund Activity: Q2 2016 in Review
25 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q2 2016, worth a combined $22.6M — down 4% from $23.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WFC.PRJ.CL positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Sunnymeath Asset Management, opening a new position worth an estimated $489K. The largest seller was Edge Wealth Management, cutting an estimated $838K.
- 25 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q2 2016, up from 23 in Q1 2016.
- Funds reported $22.6M of Wells Fargo & Company stock for Q2 2016, down 4% quarter-over-quarter.
- 4 funds opened new Wells Fargo & Company positions in Q2 2016 and 2 closed out, a net change of +2 holders.
- The largest Wells Fargo & Company buyer in Q2 2016 was Sunnymeath Asset Management, an estimated $489K added.
- The largest Wells Fargo & Company seller in Q2 2016 was Edge Wealth Management, an estimated $838K sold.
Based on aggregated 13F filings for Q2 2016.