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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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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

14% less funds holding

Funds holding: 22 → 19 (-3)

27% less capital invested

Capital invested by funds: $18M → $13M (-$4.94M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

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

Rank Fund Capital Flow
1
ARMC
American Research & Management Company
Massachusetts
+$94.8K
2
VIA
Vantage Investment Advisors
Pennsylvania
+$7.69K

Top Sellers

Rank Fund Capital Flow
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 		Change in
Stake
KIA
1
KCM Investment Advisors
California
$5.3M -$3.23M -125,907 -38%
ARMC
2
American Research & Management Company
Massachusetts
$3.74M +$94.8K +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 +$7.69K +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 +$10.3K +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

WFC.PRJ.CL Hedge Fund Activity: Q4 2017 in Review

19 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q4 2017, worth a combined $13M — down 27% from $18M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WFC.PRJ.CL and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 1 added.

The largest buyer was American Research & Management Company, adding an estimated $94.8K. The largest seller was KCM Investment Advisors, cutting an estimated $3.23M.

  • 19 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q4 2017, down from 22 in Q3 2017.
  • Funds reported $13M of Wells Fargo & Company stock for Q4 2017, down 27% quarter-over-quarter.
  • 2 funds opened new Wells Fargo & Company positions in Q4 2017 and 4 closed out, a net change of -2 holders.
  • The largest Wells Fargo & Company buyer in Q4 2017 was American Research & Management Company, an estimated $94.8K added.
  • The largest Wells Fargo & Company seller in Q4 2017 was KCM Investment Advisors, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2017.