Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
8 hedge funds and large institutions have $13.8M invested in Wells Fargo & Co. in 2015 Q4 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)
94% less capital invested
Capital invested by funds: $215M → $13.8M (-$201M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$1.88M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$806K |
| 3 |
RIG
Roosevelt Investment Group
New York
|
+$727K |
| 4 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$225K |
| 5 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
+$11.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$266K |
| 2 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
-$16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIG
1
Roosevelt Investment Group
New York
| $6.67M | +$727K | +28,246 | +12% |
|
|
MPWT
2
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $2.76M | +$1.88M | +72,975 | +224% |
|
|
EHC
3
Everett Harris & Co
Los Angeles,
California
| $1.4M | +$5.15K | +200 | +0.4% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $1.02M | -$266K | -10,349 | -21% |
|
|
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $837K | +$11.6K | +450 | +1% |
|
|
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $818K | +$806K | +31,325 | New |
|
|
KIA
7
KCM Investment Advisors
Greenbrae,
California
| $228K | +$225K | +8,731 | New |
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $52K | – | – | – |
|
|
MWP
9
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$16K | -640 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q4 2015 in Review
8 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q4 2015, worth a combined $13.8M — down 94% from $215M 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 MassMutual Private Wealth & Trust, adding an estimated $1.88M. The largest seller was Ameriprise, cutting an estimated $266K.
- 8 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q4 2015, up from 7 in Q3 2015.
- Funds reported $13.8M of Wells Fargo & Co. stock for Q4 2015, down 94% quarter-over-quarter.
- 2 funds opened new Wells Fargo & Co. positions in Q4 2015 and 1 closed out, a net change of +1 holder.
- The largest Wells Fargo & Co. buyer in Q4 2015 was MassMutual Private Wealth & Trust, an estimated $1.88M added.
- The largest Wells Fargo & Co. seller in Q4 2015 was Ameriprise, an estimated $266K sold.
Based on aggregated 13F filings for Q4 2015.