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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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15 hedge funds and large institutions have $8.08M invested in Wells Fargo & Company in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

12% less funds holding

Funds holding: 17 → 15 (-2)

31% less capital invested

Capital invested by funds: $11.7M → $8.08M (-$3.63M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TBA
Tower Bridge Advisors
Pennsylvania
+$238K
2
GT
Glenmede Trust
Pennsylvania
+$78.2K

Top Sellers

Rank Fund Capital Flow
1
ARMC
American Research & Management Company
Massachusetts
-$3.83M
2
KIA
KCM Investment Advisors
California
-$78.9K
3
Aristotle Capital Management
Aristotle Capital Management
California
-$39K
4
PCG
Private Capital Group
Connecticut
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1
KCM Investment Advisors
California
$4.11M -$78.9K -3,053 -2%
GT
2
Glenmede Trust
Pennsylvania
$1.21M +$78.2K +3,025 +7%
AHB
3
Abner Herrman & Brock
New Jersey
$952K – – –
EWM
4
Edge Wealth Management
New York
$427K – – –
WB
5
WesBanco Bank
West Virginia
$394K – – –
MC
6
Mathes Company
New York
$360K – – –
SCM
7
Shapiro Capital Management
Georgia
$270K – – –
TBA
8
Tower Bridge Advisors
Pennsylvania
$236K +$238K +9,200 New
KLWA
9
Kelly Lawrence W & Associates
California
$44K – – –
HCM
10
Highlander Capital Management
New Jersey
$18K – – –
CCM
11
Cribstone Capital Management
Maine
$16K – – –
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$15K – – –
ACA
13
Atlas Capital Advisors
Wyoming
$12.8K – – –
VIA
14
Vantage Investment Advisors
Pennsylvania
$8K – – –
TCOV
15
Trust Company of Vermont
Vermont
$5K – – –
ARMC
16
American Research & Management Company
Massachusetts
– -$3.83M -148,880 Closed
Aristotle Capital Management
17
Aristotle Capital Management
California
– -$39K -1,500 Closed
PCG
18
Private Capital Group
Connecticut
– -$10K -400 Closed

WFC.PRJ.CL Hedge Fund Activity: Q2 2018 in Review

15 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company (WFC.PRJ.CL) for Q2 2018, worth a combined $8.08M — down 31% from $11.7M a quarter earlier.

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

The largest buyer was Tower Bridge Advisors, opening a new position worth an estimated $238K. The largest seller was American Research & Management Company, exiting entirely with an estimated $3.83M sold.

  • 15 institutional investors held Wells Fargo & Company (WFC.PRJ.CL) as of Q2 2018, down from 17 in Q1 2018.
  • Funds reported $8.08M of Wells Fargo & Company stock for Q2 2018, down 31% quarter-over-quarter.
  • 1 fund opened new Wells Fargo & Company positions in Q2 2018 and 3 closed out, a net change of -2 holders.
  • The largest Wells Fargo & Company buyer in Q2 2018 was Tower Bridge Advisors, an estimated $238K added.
  • The largest Wells Fargo & Company seller in Q2 2018 was American Research & Management Company, an estimated $3.83M sold.

Based on aggregated 13F filings for Q2 2018.