WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu
WFC.PRO
WFC.PRO was delisted on the 14th of September, 2021.
4 hedge funds and large institutions have $1.12M invested in WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
26% more capital invested
Capital invested by funds: $887K → $1.12M (+$234K)
33% less funds holding
Funds holding: 6 → 4 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Estabrook Capital Management
New York
|
+$5.14K |
| 2 |
PTC
Private Trust Company
Cleveland,
Ohio
|
+$2.06K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPC
Falcon Point Capital
San Francisco,
California
|
-$416K |
| 2 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$166K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$26.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
1
Torch Wealth Management
Cincinnati,
Ohio
| $841K | +$852K | +41,450 | New |
|
|
ECM
2
Estabrook Capital Management
New York
| $188K | +$5.14K | +250 | +3% |
|
|
PTC
3
Private Trust Company
Cleveland,
Ohio
| $55K | +$2.06K | +100 | +4% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $37K | -$26.1K | -1,270 | -41% |
|
|
FPC
5
Falcon Point Capital
San Francisco,
California
| – | -$416K | -20,000 | Closed |
|
|
JWM
6
Jacobus Wealth Management
Milwaukee,
Wisconsin
| – | -$166K | -8,000 | Closed |
|
WFC.PRO Hedge Fund Activity: Q4 2013 in Review
4 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu (WFC.PRO) for Q4 2013, worth a combined $1.12M — up 26% from $887K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WFC.PRO and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Estabrook Capital Management, adding an estimated $5.14K. The largest seller was Falcon Point Capital, exiting entirely with an estimated $416K sold.
- 4 institutional investors held WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu (WFC.PRO) as of Q4 2013, down from 6 in Q3 2013.
- Funds reported $1.12M of WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu stock for Q4 2013, up 26% quarter-over-quarter.
- 1 fund opened new WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu positions in Q4 2013 and 3 closed out, a net change of -2 holders.
- The largest WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu buyer in Q4 2013 was Estabrook Capital Management, an estimated $5.14K added.
- The largest WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu seller in Q4 2013 was Falcon Point Capital, an estimated $416K sold.
Based on aggregated 13F filings for Q4 2013.