Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
8 hedge funds and large institutions have $31.8M invested in Wells Fargo & Co. in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 6 → 8 (+2)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
40% less capital invested
Capital invested by funds: $53.5M → $31.8M (-$21.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWMG
King Wealth Management Group
Naples,
Florida
|
+$481K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$442K |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$152K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$42K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$22.1M |
| 2 |
RIG
Roosevelt Investment Group
New York
|
-$144K |
| 3 |
WFG
Windsor Financial Group
Minneapolis,
Minnesota
|
-$12.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Ameriprise
Minneapolis,
Minnesota
| $23.2M | -$22.1M | -857,272 | -49% |
|
|
WFG
2
Windsor Financial Group
Minneapolis,
Minnesota
| $2.94M | -$12.9K | -500 | -0.4% |
|
|
RIG
3
Roosevelt Investment Group
New York
| $2.04M | -$144K | -5,581 | -7% |
|
|
EHC
4
Everett Harris & Co
Los Angeles,
California
| $1.23M | – | – | – |
|
|
MPWT
5
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $834K | +$152K | +5,875 | +22% |
|
|
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $712K | +$42K | +1,625 | +6% |
|
|
KWMG
7
King Wealth Management Group
Naples,
Florida
| $476K | +$481K | +18,609 | New |
|
|
8
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $439K | +$442K | +17,111 | New |
|
WFC.PRQ Hedge Fund Activity: Q3 2014 in Review
8 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q3 2014, worth a combined $31.8M — down 40% from $53.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WFC.PRQ positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was King Wealth Management Group, opening a new position worth an estimated $481K. The largest seller was Ameriprise, cutting an estimated $22.1M.
- 8 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q3 2014, up from 6 in Q2 2014.
- Funds reported $31.8M of Wells Fargo & Co. stock for Q3 2014, down 40% quarter-over-quarter.
- 2 funds opened new Wells Fargo & Co. positions in Q3 2014 and 0 closed out, a net change of +2 holders.
- The largest Wells Fargo & Co. buyer in Q3 2014 was King Wealth Management Group, an estimated $481K added.
- The largest Wells Fargo & Co. seller in Q3 2014 was Ameriprise, an estimated $22.1M sold.
Based on aggregated 13F filings for Q3 2014.