Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
7 hedge funds and large institutions have $34.5M invested in Wells Fargo & Co. in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
6% more capital invested
Capital invested by funds: $32.5M → $34.5M (+$1.97M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
+$910K |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$430K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$209K |
| 4 |
WFG
Windsor Financial Group
Minneapolis,
Minnesota
|
+$108K |
| 5 |
EHC
Everett Harris & Co
Los Angeles,
California
|
+$85.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.36M |
| 2 |
NPF
Norris Perne & French
Grand Rapids,
Michigan
|
-$235K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Ameriprise
Minneapolis,
Minnesota
| $21.4M | -$1.36M | -55,600 | -6% |
|
|
FIMS
2
FBL Investment Management Services
West Des Moines,
Iowa
| $6.97M | – | – | – |
|
|
WFG
3
Windsor Financial Group
Minneapolis,
Minnesota
| $2.87M | +$108K | +4,425 | +4% |
|
|
EHC
4
Everett Harris & Co
Los Angeles,
California
| $1.18M | +$85.7K | +3,500 | +8% |
|
|
RIG
5
Roosevelt Investment Group
New York
| $925K | +$910K | +37,156 | New |
|
|
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $664K | +$209K | +8,530 | +47% |
|
|
MPWT
7
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $438K | +$430K | +17,575 | New |
|
|
NPF
8
Norris Perne & French
Grand Rapids,
Michigan
| – | -$235K | -10,000 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q1 2014 in Review
7 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q1 2014, worth a combined $34.5M — up 6.1% from $32.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WFC.PRQ positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Roosevelt Investment Group, opening a new position worth an estimated $910K. The largest seller was Ameriprise, cutting an estimated $1.36M.
- 7 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q1 2014, up from 6 in Q4 2013.
- Funds reported $34.5M of Wells Fargo & Co. stock for Q1 2014, up 6.1% quarter-over-quarter.
- 2 funds opened new Wells Fargo & Co. positions in Q1 2014 and 1 closed out, a net change of +1 holder.
- The largest Wells Fargo & Co. buyer in Q1 2014 was Roosevelt Investment Group, an estimated $910K added.
- The largest Wells Fargo & Co. seller in Q1 2014 was Ameriprise, an estimated $1.36M sold.
Based on aggregated 13F filings for Q1 2014.