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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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17 hedge funds and large institutions have $11.7M invested in Wells Fargo & Company in 2018 Q1 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

10% less capital invested

Capital invested by funds: $13M → $11.7M (-$1.33M)

11% less funds holding

Funds holding: 19 → 17 (-2)

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
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.39%
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
+$79.9K
2
Aristotle Capital Management
Aristotle Capital Management
California
+$38.7K

Top Sellers

Rank Fund Capital Flow
1
KIA
KCM Investment Advisors
California
-$1.13M
2
TBA
Tower Bridge Advisors
Pennsylvania
-$236K
3
SAM
Solaris Asset Management
New York
-$51K
4
MC
Mathes Company
New York
-$43.2K
5
EWM
Edge Wealth Management
New York
-$36.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1
KCM Investment Advisors
California
$4.18M -$1.13M -43,902 -21%
ARMC
2
American Research & Management Company
Massachusetts
$3.83M +$79.9K +3,100 +2%
GT
3
Glenmede Trust
Pennsylvania
$1.13M – – –
AHB
4
Abner Herrman & Brock
New Jersey
$952K – – –
EWM
5
Edge Wealth Management
New York
$426K -$36.8K -1,426 -8%
WB
6
WesBanco Bank
West Virginia
$394K – – –
MC
7
Mathes Company
New York
$360K -$43.2K -1,675 -11%
SCM
8
Shapiro Capital Management
Georgia
$270K – – –
KLWA
9
Kelly Lawrence W & Associates
California
$44K – – –
Aristotle Capital Management
10
Aristotle Capital Management
California
$39K +$38.7K +1,500 New
HCM
11
Highlander Capital Management
New Jersey
$18K – – –
CCM
12
Cribstone Capital Management
Maine
$16K – – –
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$15K – – –
ACA
14
Atlas Capital Advisors
Wyoming
$12.8K +$12.9K +500 New
PCG
15
Private Capital Group
Connecticut
$10K – – –
VIA
16
Vantage Investment Advisors
Pennsylvania
$8K – – –
TCOV
17
Trust Company of Vermont
Vermont
$5K – – –
TBA
18
Tower Bridge Advisors
Pennsylvania
– -$236K -9,200 Closed
SAM
19
Solaris Asset Management
New York
– -$51K -1,973 Closed
SIM
20
Sonora Investment Management
Arizona
– -$2.28K -89 Closed
WOC
21
West Oak Capital
California
– -$693 -27 Closed

WFC.PRJ.CL Hedge Fund Activity: Q1 2018 in Review

17 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q1 2018, worth a combined $11.7M — down 10% from $13M 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 $79.9K. The largest seller was KCM Investment Advisors, cutting an estimated $1.13M.

  • 17 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q1 2018, down from 19 in Q4 2017.
  • Funds reported $11.7M of Wells Fargo & Company stock for Q1 2018, down 10% quarter-over-quarter.
  • 2 funds opened new Wells Fargo & Company positions in Q1 2018 and 4 closed out, a net change of -2 holders.
  • The largest Wells Fargo & Company buyer in Q1 2018 was American Research & Management Company, an estimated $79.9K added.
  • The largest Wells Fargo & Company seller in Q1 2018 was KCM Investment Advisors, an estimated $1.13M sold.

Based on aggregated 13F filings for Q1 2018.