Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
6 hedge funds and large institutions have $53.5M invested in Wells Fargo & Co. in 2014 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
55% more capital invested
Capital invested by funds: $34.5M → $53.5M (+$19M)
14% less funds holding
Funds holding: 7 → 6 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$23.1M |
| 2 |
RIG
Roosevelt Investment Group
New York
|
+$1.23M |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$233K |
| 4 |
EHC
Everett Harris & Co
Los Angeles,
California
|
+$20.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMS
FBL Investment Management Services
West Des Moines,
Iowa
|
-$6.97M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$14K |
| 3 |
WFG
Windsor Financial Group
Minneapolis,
Minnesota
|
-$3.84K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Ameriprise
Minneapolis,
Minnesota
| $45.7M | +$23.1M | +900,653 | +105% |
|
|
WFG
2
Windsor Financial Group
Minneapolis,
Minnesota
| $2.99M | -$3.84K | -150 | -0.1% |
|
|
RIG
3
Roosevelt Investment Group
New York
| $2.21M | +$1.23M | +48,185 | +130% |
|
|
EHC
4
Everett Harris & Co
Los Angeles,
California
| $1.25M | +$20.5K | +800 | +2% |
|
|
MPWT
5
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $692K | +$233K | +9,100 | +52% |
|
|
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $678K | -$14K | -546 | -2% |
|
|
FIMS
7
FBL Investment Management Services
West Des Moines,
Iowa
| – | -$6.97M | -280,000 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q2 2014 in Review
6 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q2 2014, worth a combined $53.5M — up 55% from $34.5M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of WFC.PRQ and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was Ameriprise, adding an estimated $23.1M. The largest seller was FBL Investment Management Services, exiting entirely with an estimated $6.97M sold.
- 6 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q2 2014, down from 7 in Q1 2014.
- Funds reported $53.5M of Wells Fargo & Co. stock for Q2 2014, up 55% quarter-over-quarter.
- 0 funds opened new Wells Fargo & Co. positions in Q2 2014 and 1 closed out, a net change of -1 holder.
- The largest Wells Fargo & Co. buyer in Q2 2014 was Ameriprise, an estimated $23.1M added.
- The largest Wells Fargo & Co. seller in Q2 2014 was FBL Investment Management Services, an estimated $6.97M sold.
Based on aggregated 13F filings for Q2 2014.