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WFC.PRJ.CL

Wells Fargo & Company

Delisted

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

21 hedge funds and large institutions have $20.8M invested in Wells Fargo & Company in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $20.6M → $20.8M (+$191K)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
1
KCM Investment Advisors
California
$9.05M -$263K -9,846 -3%
Ameriprise
2
Ameriprise
Minnesota
$2.86M +$623K +23,281 +27%
ARMC
3
American Research & Management Company
Massachusetts
$2.8M +$2.83M +105,850 New
GT
4
Glenmede Trust
Pennsylvania
$1.24M
DG
5
Davidson & Garrard
Virginia
$881K -$32.2K -1,203 -3%
PPA
6
Parametric Portfolio Associates
Washington
$868K -$152K -5,683 -15%
EWM
7
Edge Wealth Management
New York
$801K -$99K -3,700 -11%
MC
8
Mathes Company
New York
$520K
SAM
9
SignalPoint Asset Management
Missouri
$382K +$386K +14,440 New
WB
10
WesBanco Bank
West Virginia
$339K -$2.67K -100 -0.8%
William Blair & Company
11
William Blair & Company
Illinois
$297K +$300K +11,220 New
SCM
12
Shapiro Capital Management
Georgia
$278K
TBA
13
Tower Bridge Advisors
Pennsylvania
$264K -$265K -9,900 -50%
IP
14
Intellectus Partners
California
$121K +$122K +4,568 New
KLWA
15
Kelly Lawrence W & Associates
California
$45K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$35K
SIM
17
Sonora Investment Management
Arizona
$25K
HCM
18
Highlander Capital Management
New Jersey
$19K
CCM
19
Cribstone Capital Management
Maine
$16K
TCOV
20
Trust Company of Vermont
Vermont
$5K
WOC
21
West Oak Capital
California
$714
PNC
22
Park National Corp
Ohio
-$317K -11,744 Closed
WHRC
23
W.H. Reaves & Co
New Jersey
-$243K -8,989 Closed
HPBT
24
High Point Bank & Trust
North Carolina
-$14K -500 Closed
MWP
25
MYCIO Wealth Partners
Pennsylvania
-$14K -500 Closed

WFC.PRJ.CL Hedge Fund Activity: Q4 2016 in Review

21 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q4 2016, worth a combined $20.8M — up 0.93% from $20.6M a quarter earlier.

Fund positioning in WFC.PRJ.CL was balanced in Q4 2016: 4 funds opened new positions, 4 closed out, 1 added to existing stakes and 6 trimmed.

The largest buyer was American Research & Management Company, opening a new position worth an estimated $2.83M. The largest seller was Park National Corp, exiting entirely with an estimated $317K sold.

  • 21 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $20.8M of Wells Fargo & Company stock for Q4 2016, up 0.93% quarter-over-quarter.
  • 4 funds opened new Wells Fargo & Company positions in Q4 2016 and 4 closed out, a net change of 0 holders.
  • The largest Wells Fargo & Company buyer in Q4 2016 was American Research & Management Company, an estimated $2.83M added.
  • The largest Wells Fargo & Company seller in Q4 2016 was Park National Corp, an estimated $317K sold.

Based on aggregated 13F filings for Q4 2016.