Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
8 hedge funds and large institutions have $25.9M invested in Wells Fargo & Co. in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
5% more capital invested
Capital invested by funds: $24.7M → $25.9M (+$1.27M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Curian Capital
Denver,
Colorado
|
+$5.2M |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$358K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$125K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$51.7K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$29K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.72M |
| 2 |
RIG
Roosevelt Investment Group
New York
|
-$2.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Ameriprise
Minneapolis,
Minnesota
| $13.1M | -$2.72M | -105,198 | -18% |
|
|
CC
2
Curian Capital
Denver,
Colorado
| $5.33M | +$5.2M | +201,024 | New |
|
|
WFG
3
Windsor Financial Group
Minneapolis,
Minnesota
| $3.09M | +$21.3K | +825 | +0.7% |
|
|
MPWT
4
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.51M | +$358K | +13,825 | +32% |
|
|
EHC
5
Everett Harris & Co
Los Angeles,
California
| $1.28M | – | – | – |
|
|
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $785K | +$29K | +1,121 | +4% |
|
|
7
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $775K | +$125K | +4,843 | +20% |
|
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $53K | +$51.7K | +2,000 | New |
|
|
RIG
9
Roosevelt Investment Group
New York
| – | -$2.62M | -102,237 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q1 2015 in Review
8 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q1 2015, worth a combined $25.9M — up 5.1% from $24.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WFC.PRQ positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Curian Capital, opening a new position worth an estimated $5.2M. The largest seller was Ameriprise, cutting an estimated $2.72M.
- 8 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q1 2015, up from 7 in Q4 2014.
- Funds reported $25.9M of Wells Fargo & Co. stock for Q1 2015, up 5.1% quarter-over-quarter.
- 2 funds opened new Wells Fargo & Co. positions in Q1 2015 and 1 closed out, a net change of +1 holder.
- The largest Wells Fargo & Co. buyer in Q1 2015 was Curian Capital, an estimated $5.2M added.
- The largest Wells Fargo & Co. seller in Q1 2015 was Ameriprise, an estimated $2.72M sold.
Based on aggregated 13F filings for Q1 2015.