Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
12 hedge funds and large institutions have $286M invested in Wells Fargo & Co. in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.
1,979% more capital invested
Capital invested by funds: $13.8M → $286M (+$273M)
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$6.92M |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$399K |
| 3 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$220K |
| 4 |
RIG
Roosevelt Investment Group
New York
|
+$85.8K |
| 5 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$77.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAC
1
Smith Affiliated Capital
New York
| $264M | – | – | – |
|
|
FIM
2
Frontier Investment Management
Dallas,
Texas
| $7.06M | +$6.92M | +268,830 | New |
|
|
RIG
3
Roosevelt Investment Group
New York
| $6.82M | +$85.8K | +3,334 | +1% |
|
|
MPWT
4
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $3.19M | +$399K | +15,525 | +15% |
|
|
EHC
5
Everett Harris & Co
Los Angeles,
California
| $1.41M | – | – | – |
|
|
SFG
6
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $1M | +$678K | +26,360 | New |
|
|
7
Ameriprise
Minneapolis,
Minnesota
| $990K | -$34.5K | -1,342 | -3% |
|
|
PPA
8
Parametric Portfolio Associates
Seattle,
Washington
| $865K | +$38.4K | +1,493 | +5% |
|
|
SIM
9
Sonora Investment Management
Tucson,
Arizona
| $837K | – | – | – |
|
|
KIA
10
KCM Investment Advisors
Greenbrae,
California
| $310K | +$77.7K | +3,019 | +35% |
|
|
LTI
11
Laffer Tengler Investments
Nashville,
Tennessee
| $225K | +$220K | +8,547 | New |
|
12
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $53K | – | – | – |
|
|
MWP
13
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $2K | +$2.08K | +81 | New |
|
WFC.PRQ Hedge Fund Activity: Q1 2016 in Review
12 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q1 2016, worth a combined $286M — up 1,979% from $13.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WFC.PRQ positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Frontier Investment Management, opening a new position worth an estimated $6.92M. The largest seller was Ameriprise, cutting an estimated $34.5K.
- 12 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q1 2016, up from 8 in Q4 2015.
- Funds reported $286M of Wells Fargo & Co. stock for Q1 2016, up 1,979% quarter-over-quarter.
- 4 funds opened new Wells Fargo & Co. positions in Q1 2016 and 0 closed out, a net change of +4 holders.
- The largest Wells Fargo & Co. buyer in Q1 2016 was Frontier Investment Management, an estimated $6.92M added.
- The largest Wells Fargo & Co. seller in Q1 2016 was Ameriprise, an estimated $34.5K sold.
Based on aggregated 13F filings for Q1 2016.