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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 $16.9M invested in Wells Fargo & Company in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

17% more funds holding

Funds holding: 1821 (+3)

3% less capital invested

Capital invested by funds: $17.4M → $16.9M (-$477K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 4

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% 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
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
1
KCM Investment Advisors
California
$8.7M -$77.5K -2,966 -0.9%
AHB
2
Abner Herrman & Brock
New Jersey
$1.73M +$1.74M +66,660 New
GT
3
Glenmede Trust
Pennsylvania
$1.5M
ARMC
4
American Research & Management Company
Massachusetts
$945K +$967K +37,000 New
DG
5
Davidson & Garrard
Virginia
$842K -$22.2K -850 -3%
EWM
6
Edge Wealth Management
New York
$811K +$818K +31,276 New
PPA
7
Parametric Portfolio Associates
Washington
$660K -$88K -3,365 -12%
MC
8
Mathes Company
New York
$510K
WB
9
WesBanco Bank
West Virginia
$397K
SCM
10
Shapiro Capital Management
Georgia
$272K
TBA
11
Tower Bridge Advisors
Pennsylvania
$259K
IP
12
Intellectus Partners
California
$93K -$2.8K -107 -3%
SAM
13
Solaris Asset Management
New York
$51K
KLWA
14
Kelly Lawrence W & Associates
California
$44K
SIM
15
Sonora Investment Management
Arizona
$24.5K
HCM
16
Highlander Capital Management
New Jersey
$18K
AA
17
AlphaMark Advisors
Kentucky
$18K +$18.6K +713 New
CCM
18
Cribstone Capital Management
Maine
$16K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$16K
TCOV
20
Trust Company of Vermont
Vermont
$5K
WOC
21
West Oak Capital
California
$700
PAM
22
PVG Asset Management
Colorado
-$3.63M -138,500 Closed

WFC.PRJ.CL Hedge Fund Activity: Q2 2017 in Review

21 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q2 2017, worth a combined $16.9M — down 2.7% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new WFC.PRJ.CL positions and 1 closed out — a net gain of 3 holders — while 0 added to existing stakes and 4 trimmed.

The largest buyer was Abner Herrman & Brock, opening a new position worth an estimated $1.74M. The largest seller was PVG Asset Management, exiting entirely with an estimated $3.63M sold.

  • 21 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q2 2017, up from 18 in Q1 2017.
  • Funds reported $16.9M of Wells Fargo & Company stock for Q2 2017, down 2.7% quarter-over-quarter.
  • 4 funds opened new Wells Fargo & Company positions in Q2 2017 and 1 closed out, a net change of +3 holders.
  • The largest Wells Fargo & Company buyer in Q2 2017 was Abner Herrman & Brock, an estimated $1.74M added.
  • The largest Wells Fargo & Company seller in Q2 2017 was PVG Asset Management, an estimated $3.63M sold.

Based on aggregated 13F filings for Q2 2017.