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WFC.PRQ

Wells Fargo & Co.
WFC.PRQ

Delisted

WFC.PRQ was delisted on the 14th of September, 2023.

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14 hedge funds and large institutions have $307M invested in Wells Fargo & Co. in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

17% more funds holding

Funds holding: 12 → 14 (+2)

7% more capital invested

Capital invested by funds: $286M → $307M (+$20.3M)

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$6.53M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$533K
3
FIM
Frontier Investment Management
Texas
+$355K
4
CTA
Colonial Trust Advisors
South Carolina
+$215K
5
Bessemer Group
Bessemer Group
New Jersey
+$53.1K

Top Sellers

Rank Fund Capital Flow
1
SFG
SevenBridge Financial Group
Pennsylvania
-$673K
2
SIM
Sonora Investment Management
Arizona
-$39.5K
3
PPA
Parametric Portfolio Associates
Washington
-$25.7K
4
Ameriprise
Ameriprise
Minnesota
-$20.3K
5
KIA
KCM Investment Advisors
California
-$5.31K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAC
1
Smith Affiliated Capital
New York
$276M – – –
RIG
2
Roosevelt Investment Group
New York
$13.9M +$6.53M +245,903 +95%
FIM
3
Frontier Investment Management
Texas
$7.78M +$355K +13,396 +5%
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$3.89M +$533K +20,100 +17%
EHC
5
Everett Harris & Co
California
$1.5M +$26.5K +1,000 +2%
Ameriprise
6
Ameriprise
Minnesota
$1.01M -$20.3K -765 -2%
PPA
7
Parametric Portfolio Associates
Washington
$879K -$25.7K -967 -3%
SIM
8
Sonora Investment Management
Arizona
$843K -$39.5K -1,490 -5%
KIA
9
KCM Investment Advisors
California
$319K -$5.31K -200 -2%
LTI
10
Laffer Tengler Investments
Tennessee
$255K +$18.5K +698 +8%
CTA
11
Colonial Trust Advisors
South Carolina
$223K +$215K +8,100 New
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$55K – – –
Bessemer Group
13
Bessemer Group
New Jersey
$55K +$53.1K +2,000 New
SFG
14
SevenBridge Financial Group
Pennsylvania
$28K -$673K -25,360 -96%
MWP
15
MYCIO Wealth Partners
Pennsylvania
$4K +$1.8K +68 +84%

WFC.PRQ Hedge Fund Activity: Q2 2016 in Review

14 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q2 2016, worth a combined $307M — up 7.1% from $286M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new WFC.PRQ positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Roosevelt Investment Group, adding an estimated $6.53M. The largest seller was SevenBridge Financial Group, cutting an estimated $673K.

  • 14 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q2 2016, up from 12 in Q1 2016.
  • Funds reported $307M of Wells Fargo & Co. stock for Q2 2016, up 7.1% quarter-over-quarter.
  • 2 funds opened new Wells Fargo & Co. positions in Q2 2016 and 0 closed out, a net change of +2 holders.
  • The largest Wells Fargo & Co. buyer in Q2 2016 was Roosevelt Investment Group, an estimated $6.53M added.
  • The largest Wells Fargo & Co. seller in Q2 2016 was SevenBridge Financial Group, an estimated $673K sold.

Based on aggregated 13F filings for Q2 2016.