Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
10 hedge funds and large institutions have $25.4M invested in Wells Fargo & Co. in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
74% less capital invested
Capital invested by funds: $98.6M → $25.4M (-$73.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$315K |
| 2 |
RIG
Roosevelt Investment Group
New York
|
+$289K |
| 3 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$27.2K |
| 4 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$25.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$992K |
| 2 |
CTA
Colonial Trust Advisors
Spartanburg,
South Carolina
|
-$662K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$121K |
| 4 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
-$115K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIG
1
Roosevelt Investment Group
New York
| $14.3M | +$289K | +11,228 | +2% |
|
|
FIM
2
Frontier Investment Management
Dallas,
Texas
| $7.7M | +$315K | +12,221 | +4% |
|
|
EHC
3
Everett Harris & Co
Los Angeles,
California
| $1.38M | – | – | – |
|
|
PPA
4
Parametric Portfolio Associates
Seattle,
Washington
| $708K | -$121K | -4,678 | -14% |
|
|
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $622K | -$115K | -4,450 | -15% |
|
|
KIA
6
KCM Investment Advisors
Greenbrae,
California
| $307K | +$25.8K | +1,000 | +9% |
|
|
LTI
7
Laffer Tengler Investments
Nashville,
Tennessee
| $299K | +$27.2K | +1,056 | +10% |
|
|
IP
8
Intellectus Partners
San Francisco,
California
| $62K | +$63.7K | +2,471 | New |
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $50K | – | – | – |
|
|
FPF
10
FNY Partners Fund
New York
| $13 | +$13.7K | +530 | New |
|
|
11
Ameriprise
Minneapolis,
Minnesota
| – | -$992K | -37,101 | Closed |
|
|
CTA
12
Colonial Trust Advisors
Spartanburg,
South Carolina
| – | -$662K | -24,750 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q4 2016 in Review
10 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q4 2016, worth a combined $25.4M — down 74% from $98.6M a quarter earlier.
Fund positioning in WFC.PRQ was balanced in Q4 2016: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Frontier Investment Management, adding an estimated $315K. The largest seller was Ameriprise, exiting entirely with an estimated $992K sold.
- 10 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $25.4M of Wells Fargo & Co. stock for Q4 2016, down 74% quarter-over-quarter.
- 2 funds opened new Wells Fargo & Co. positions in Q4 2016 and 2 closed out, a net change of 0 holders.
- The largest Wells Fargo & Co. buyer in Q4 2016 was Frontier Investment Management, an estimated $315K added.
- The largest Wells Fargo & Co. seller in Q4 2016 was Ameriprise, an estimated $992K sold.
Based on aggregated 13F filings for Q4 2016.