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WFC.PRJ.CL

Wells Fargo & Company
WFC.PRJ.CL

Delisted

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

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21 hedge funds and large institutions have $20.6M invested in Wells Fargo & Company in 2016 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less capital invested

Capital invested by funds: $22.6M → $20.6M (-$1.96M)

16% less funds holding

Funds holding: 25 → 21 (-4)

88% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 8

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$29.9K

Top Sellers

Rank Fund Capital Flow
1
ARMC
American Research & Management Company
Massachusetts
-$2.2M
2
SAM
Sunnymeath Asset Management
New Jersey
-$485K
3
EWM
Edge Wealth Management
New York
-$439K
4
Ameriprise
Ameriprise
Minnesota
-$225K
5
KIA
KCM Investment Advisors
California
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1
KCM Investment Advisors
California
$9.51M -$123K -4,457 -1%
Ameriprise
2
Ameriprise
Minnesota
$2.29M -$225K -8,118 -9%
ARMC
3
American Research & Management Company
Massachusetts
$2.24M -$2.2M -79,650 Closed
GT
4
Glenmede Trust
Pennsylvania
$1.26M – – –
PPA
5
Parametric Portfolio Associates
Washington
$1.04M +$29.9K +1,082 +3%
DG
6
Davidson & Garrard
Virginia
$933K – – –
EWM
7
Edge Wealth Management
New York
$920K -$439K -15,850 -32%
TBA
8
Tower Bridge Advisors
Pennsylvania
$537K – – –
MC
9
Mathes Company
New York
$531K – – –
WB
10
WesBanco Bank
West Virginia
$350K – – –
PNC
11
Park National Corp
Ohio
$317K -$39.1K -1,415 -11%
SCM
12
Shapiro Capital Management
Georgia
$284K – – –
WHRC
13
W.H. Reaves & Co
New Jersey
$243K -$111K -4,025 -31%
KLWA
14
Kelly Lawrence W & Associates
California
$46K – – –
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$36K -$41.5K -1,500 -53%
SIM
16
Sonora Investment Management
Arizona
$25.5K – – –
HCM
17
Highlander Capital Management
New Jersey
$19K -$8.3K -300 -30%
CCM
18
Cribstone Capital Management
Maine
$16K – – –
MWP
19
MYCIO Wealth Partners
Pennsylvania
$14K -$1.02K -37 -7%
HPBT
20
High Point Bank & Trust
North Carolina
$14K – – –
TCOV
21
Trust Company of Vermont
Vermont
$5K – – –
WOC
22
West Oak Capital
California
$729 – – –
SAM
23
Sunnymeath Asset Management
New Jersey
– -$485K -17,500 Closed
WP
24
WealthPLAN Partners
Nebraska
– -$9.44K -340 Closed
SFG
25
SevenBridge Financial Group
Pennsylvania
– -$5K -174 Closed

WFC.PRJ.CL Hedge Fund Activity: Q3 2016 in Review

21 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q3 2016, worth a combined $20.6M — down 8.7% from $22.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WFC.PRJ.CL and 0 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 1 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $29.9K. The largest seller was American Research & Management Company, exiting entirely with an estimated $2.2M sold.

  • 21 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q3 2016, down from 25 in Q2 2016.
  • Funds reported $20.6M of Wells Fargo & Company stock for Q3 2016, down 8.7% quarter-over-quarter.
  • 0 funds opened new Wells Fargo & Company positions in Q3 2016 and 4 closed out, a net change of -4 holders.
  • The largest Wells Fargo & Company buyer in Q3 2016 was Parametric Portfolio Associates, an estimated $29.9K added.
  • The largest Wells Fargo & Company seller in Q3 2016 was American Research & Management Company, an estimated $2.2M sold.

Based on aggregated 13F filings for Q3 2016.