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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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.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Sunnymeath Asset Management
New Jersey
+$485K
2
ARMC
American Research & Management Company
Massachusetts
+$289K
3
CCM
Cribstone Capital Management
Maine
+$17K
4
PNC
Park National Corp
Ohio
+$6.1K
5
SFG
SevenBridge Financial Group
Pennsylvania
+$5K

Top Sellers

1
EWM
Edge Wealth Management
New York
-$833K
2
Ameriprise
Ameriprise
Minnesota
-$516K
3
KIA
KCM Investment Advisors
California
-$106K
4
PPA
Parametric Portfolio Associates
Washington
-$28.9K
5
TBA
Tower Bridge Advisors
Pennsylvania
-$22.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
1
KCM Investment Advisors
California
$9.9M -$106K -3,803 -1%
Ameriprise
2
Ameriprise
Minnesota
$2.59M -$516K -18,500 -17%
ARMC
3
American Research & Management Company
Massachusetts
$2.21M +$289K +10,400 +15%
EWM
4
Edge Wealth Management
New York
$1.39M -$833K -29,991 -38%
GT
5
Glenmede Trust
Pennsylvania
$1.3M – – –
PPA
6
Parametric Portfolio Associates
Washington
$1.04M -$28.9K -1,041 -3%
DG
7
Davidson & Garrard
Virginia
$960K – – –
TBA
8
Tower Bridge Advisors
Pennsylvania
$553K -$22.2K -800 -4%
MC
9
Mathes Company
New York
$546K – – –
SAM
10
Sunnymeath Asset Management
New Jersey
$485K +$485K +17,500 New
PNC
11
Park National Corp
Ohio
$365K +$6.1K +220 +2%
WHRC
12
W.H. Reaves & Co
New Jersey
$361K -$13.9K -500 -4%
WB
13
WesBanco Bank
West Virginia
$360K – – –
SCM
14
Shapiro Capital Management
Georgia
$292K – – –
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$78K – – –
KLWA
16
Kelly Lawrence W & Associates
California
$47K – – –
HCM
17
Highlander Capital Management
New Jersey
$28K – – –
SIM
18
Sonora Investment Management
Arizona
$26.2K – – –
CCM
19
Cribstone Capital Management
Maine
$17K +$17K +606 New
MWP
20
MYCIO Wealth Partners
Pennsylvania
$15K +$475 +17 +3%
HPBT
21
High Point Bank & Trust
North Carolina
$14K – – –
WP
22
WealthPLAN Partners
Nebraska
$9.44K +$9.44K +340 New
TCOV
23
Trust Company of Vermont
Vermont
$6K – – –
SFG
24
SevenBridge Financial Group
Pennsylvania
$5K +$5K +174 New
WOC
25
West Oak Capital
California
$750 – – –
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