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WFC.PRJ.CL

Wells Fargo & Company

Delisted

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

22 hedge funds and large institutions have $18M invested in Wells Fargo & Company in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6% more capital invested

Capital invested by funds: $16.9M → $18M (+$1.07M)

5% more funds holding

Funds holding: 2122 (+1)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
1
KCM Investment Advisors
California
$8.48M -$81.5K -3,165 -0.9%
ARMC
2
American Research & Management Company
Massachusetts
$3.62M +$2.71M +105,080 +284%
GT
3
Glenmede Trust
Pennsylvania
$1.13M -$335K -13,000 -23%
AHB
4
Abner Herrman & Brock
New Jersey
$945K -$763K -29,610 -44%
DG
5
Davidson & Garrard
Virginia
$799K -$29.6K -1,150 -4%
PPA
6
Parametric Portfolio Associates
Washington
$667K +$17.4K +674 +3%
MC
7
Mathes Company
New York
$502K
EWM
8
Edge Wealth Management
New York
$493K -$307K -11,930 -38%
WB
9
WesBanco Bank
West Virginia
$391K
SCM
10
Shapiro Capital Management
Georgia
$268K
TBA
11
Tower Bridge Advisors
Pennsylvania
$235K -$20.6K -800 -8%
LCM
12
Logan Capital Management
Pennsylvania
$209K +$211K +8,198 New
IP
13
Intellectus Partners
California
$88K -$4.2K -163 -5%
SAM
14
Solaris Asset Management
New York
$50K
KLWA
15
Kelly Lawrence W & Associates
California
$43K
HCM
16
Highlander Capital Management
New Jersey
$18K
CCM
17
Cribstone Capital Management
Maine
$15K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$15K
TCOV
19
Trust Company of Vermont
Vermont
$5K
SFG
20
SevenBridge Financial Group
Pennsylvania
$4K +$4.48K +174 New
SIM
21
Sonora Investment Management
Arizona
$2.27K -$22K -856 -91%
WOC
22
West Oak Capital
California
$689
AA
23
AlphaMark Advisors
Kentucky
-$18K -713 Closed

WFC.PRJ.CL Hedge Fund Activity: Q3 2017 in Review

22 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q3 2017, worth a combined $18M — up 6.3% from $16.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new WFC.PRJ.CL positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 8 trimmed.

The largest buyer was American Research & Management Company, adding an estimated $2.71M. The largest seller was Abner Herrman & Brock, cutting an estimated $763K.

  • 22 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q3 2017, up from 21 in Q2 2017.
  • Funds reported $18M of Wells Fargo & Company stock for Q3 2017, up 6.3% quarter-over-quarter.
  • 2 funds opened new Wells Fargo & Company positions in Q3 2017 and 1 closed out, a net change of +1 holder.
  • The largest Wells Fargo & Company buyer in Q3 2017 was American Research & Management Company, an estimated $2.71M added.
  • The largest Wells Fargo & Company seller in Q3 2017 was Abner Herrman & Brock, an estimated $763K sold.

Based on aggregated 13F filings for Q3 2017.