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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19 hedge funds and large institutions have $13M invested in Wells Fargo & Company in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ARMC
American Research & Management Company
Massachusetts
+$94.9K
2
VIA
Vantage Investment Advisors
Pennsylvania
+$8K

Top Sellers

1
KIA
KCM Investment Advisors
California
-$3.23M
2
PPA
Parametric Portfolio Associates
Washington
-$667K
3
LCM
Logan Capital Management
Pennsylvania
-$209K
4
MC
Mathes Company
New York
-$103K
5
IP
Intellectus Partners
California
-$88K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
1
KCM Investment Advisors
California
$5.3M -$3.23M -125,907 -38%
ARMC
2
American Research & Management Company
Massachusetts
$3.74M +$94.9K +3,700 +3%
GT
3
Glenmede Trust
Pennsylvania
$1.13M – – –
AHB
4
Abner Herrman & Brock
New Jersey
$950K – – –
EWM
5
Edge Wealth Management
New York
$461K -$33.8K -1,320 -7%
MC
6
Mathes Company
New York
$402K -$103K -4,000 -20%
WB
7
WesBanco Bank
West Virginia
$393K – – –
SCM
8
Shapiro Capital Management
Georgia
$269K – – –
TBA
9
Tower Bridge Advisors
Pennsylvania
$236K – – –
SAM
10
Solaris Asset Management
New York
$51K – – –
KLWA
11
Kelly Lawrence W & Associates
California
$44K – – –
HCM
12
Highlander Capital Management
New Jersey
$18K – – –
CCM
13
Cribstone Capital Management
Maine
$16K – – –
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$15K – – –
VIA
15
Vantage Investment Advisors
Pennsylvania
$8K +$8K +300 New
TCOV
16
Trust Company of Vermont
Vermont
$5K – – –
SIM
17
Sonora Investment Management
Arizona
$2.28K – – –
WOC
18
West Oak Capital
California
$693 – – –
PCG
19
Private Capital Group
Connecticut
$10 +$10 +400 New
PPA
20
Parametric Portfolio Associates
Washington
– -$667K -26,166 Closed
LCM
21
Logan Capital Management
Pennsylvania
– -$209K -8,198 Closed
IP
22
Intellectus Partners
California
– -$88K -3,439 Closed
SFG
23
SevenBridge Financial Group
Pennsylvania
– -$4K -174 Closed