Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
7 hedge funds and large institutions have $24.7M invested in Wells Fargo & Co. in 2014 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
13% less funds holding
Funds holding: 8 → 7 (-1)
22% less capital invested
Capital invested by funds: $31.8M → $24.7M (-$7.15M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
+$579K |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$267K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$188K |
| 4 |
WFG
Windsor Financial Group
Minneapolis,
Minnesota
|
+$30.9K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$18.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.82M |
| 2 |
KWMG
King Wealth Management Group
Naples,
Florida
|
-$476K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Ameriprise
Minneapolis,
Minnesota
| $15.4M | -$7.82M | -303,396 | -34% |
|
|
WFG
2
Windsor Financial Group
Minneapolis,
Minnesota
| $2.97M | +$30.9K | +1,200 | +1% |
|
|
RIG
3
Roosevelt Investment Group
New York
| $2.62M | +$579K | +22,477 | +28% |
|
|
EHC
4
Everett Harris & Co
Los Angeles,
California
| $1.24M | +$8.38K | +325 | +0.7% |
|
|
MPWT
5
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.1M | +$267K | +10,375 | +32% |
|
|
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $730K | +$18.1K | +704 | +3% |
|
|
7
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $626K | +$188K | +7,276 | +43% |
|
|
KWMG
8
King Wealth Management Group
Naples,
Florida
| – | -$476K | -18,609 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q4 2014 in Review
7 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q4 2014, worth a combined $24.7M — down 22% from $31.8M 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 1 trimmed existing stakes and 6 added.
The largest buyer was Roosevelt Investment Group, adding an estimated $579K. The largest seller was Ameriprise, cutting an estimated $7.82M.
- 7 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q4 2014, down from 8 in Q3 2014.
- Funds reported $24.7M of Wells Fargo & Co. stock for Q4 2014, down 22% quarter-over-quarter.
- 0 funds opened new Wells Fargo & Co. positions in Q4 2014 and 1 closed out, a net change of -1 holder.
- The largest Wells Fargo & Co. buyer in Q4 2014 was Roosevelt Investment Group, an estimated $579K added.
- The largest Wells Fargo & Co. seller in Q4 2014 was Ameriprise, an estimated $7.82M sold.
Based on aggregated 13F filings for Q4 2014.