Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
10 hedge funds and large institutions have $98.6M invested in Wells Fargo & Co. in 2016 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
29% less funds holding
Funds holding: 14 → 10 (-4)
68% less capital invested
Capital invested by funds: $307M → $98.6M (-$208M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
+$1.38M |
| 2 |
CTA
Colonial Trust Advisors
Spartanburg,
South Carolina
|
+$464K |
| 3 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$301K |
| 4 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$43K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$24.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$55K |
| 2 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
-$40.5K |
| 3 |
SFG
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
-$28K |
| 4 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$11.1K |
| 5 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
-$4K |
WFC.PRQ Hedge Fund Activity: Q3 2016 in Review
10 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q3 2016, worth a combined $98.6M — down 68% from $307M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WFC.PRQ and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 7 added.
The largest buyer was Roosevelt Investment Group, adding an estimated $1.38M. The largest seller was Bessemer Group, exiting entirely with an estimated $55K sold.
- 10 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q3 2016, down from 14 in Q2 2016.
- Funds reported $98.6M of Wells Fargo & Co. stock for Q3 2016, down 68% quarter-over-quarter.
- 0 funds opened new Wells Fargo & Co. positions in Q3 2016 and 3 closed out, a net change of -3 holders.
- The largest Wells Fargo & Co. buyer in Q3 2016 was Roosevelt Investment Group, an estimated $1.38M added.
- The largest Wells Fargo & Co. seller in Q3 2016 was Bessemer Group, an estimated $55K sold.
Based on aggregated 13F filings for Q3 2016.