Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
7 hedge funds and large institutions have $215M invested in Wells Fargo & Co. in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
1,068% more capital invested
Capital invested by funds: $18.4M → $215M (+$197M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
+$615K |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$151K |
| 3 |
EHC
Everett Harris & Co
Los Angeles,
California
|
+$129K |
| 4 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
+$16.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.12M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$771K |
| 3 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$198K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTI
1
Laffer Tengler Investments
Nashville,
Tennessee
| $205M | -$198K | -7,692 | Closed |
|
|
RIG
2
Roosevelt Investment Group
New York
| $5.79M | +$615K | +23,937 | +12% |
|
|
EHC
3
Everett Harris & Co
Los Angeles,
California
| $1.36M | +$129K | +5,000 | +10% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $1.26M | -$9.12M | -354,918 | -88% |
|
|
MPWT
5
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $834K | +$151K | +5,875 | +22% |
|
|
SIM
6
Sonora Investment Management
Tucson,
Arizona
| $811K | +$812K | +31,600 | New |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $51K | – | – | – |
|
|
MWP
8
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $16K | +$16.5K | +640 | New |
|
|
PPA
9
Parametric Portfolio Associates
Seattle,
Washington
| – | -$771K | -30,217 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q3 2015 in Review
7 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q3 2015, worth a combined $215M — up 1,068% from $18.4M a quarter earlier.
Fund positioning in WFC.PRQ was balanced in Q3 2015: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was Roosevelt Investment Group, adding an estimated $615K. The largest seller was Ameriprise, cutting an estimated $9.12M.
- 7 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $215M of Wells Fargo & Co. stock for Q3 2015, up 1,068% quarter-over-quarter.
- 2 funds opened new Wells Fargo & Co. positions in Q3 2015 and 2 closed out, a net change of 0 holders.
- The largest Wells Fargo & Co. buyer in Q3 2015 was Roosevelt Investment Group, an estimated $615K added.
- The largest Wells Fargo & Co. seller in Q3 2015 was Ameriprise, an estimated $9.12M sold.
Based on aggregated 13F filings for Q3 2015.