Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
9 hedge funds and large institutions have $28.8M invested in Wells Fargo & Co. in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 1 closing their positions.
52% more capital invested
Capital invested by funds: $19M → $28.8M (+$9.82M)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$9.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
-$704K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$78.4K |
| 3 |
IP
Intellectus Partners
San Francisco,
California
|
-$2.58K |
| 4 |
FPF
FNY Partners Fund
New York
|
-$2K |
| 5 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$1.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIG
1
Roosevelt Investment Group
New York
| $15.4M | -$704K | -25,891 | -4% |
|
|
FIM
2
Frontier Investment Management
Dallas,
Texas
| $9.87M | +$9.7M | +356,881 | New |
|
|
EHC
3
Everett Harris & Co
Los Angeles,
California
| $1.48M | – | – | – |
|
|
SIM
4
Sonora Investment Management
Tucson,
Arizona
| $655K | – | – | – |
|
|
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $598K | -$78.4K | -2,884 | -12% |
|
|
KIA
6
KCM Investment Advisors
Greenbrae,
California
| $346K | – | – | – |
|
|
LTI
7
Laffer Tengler Investments
Nashville,
Tennessee
| $326K | -$1.3K | -48 | -0.4% |
|
|
IP
8
Intellectus Partners
San Francisco,
California
| $66K | -$2.58K | -95 | -4% |
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $55K | – | – | – |
|
|
FPF
10
FNY Partners Fund
New York
| – | -$2K | -100 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q2 2017 in Review
9 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q2 2017, worth a combined $28.8M — up 52% from $19M a quarter earlier.
Fund positioning in WFC.PRQ was balanced in Q2 2017: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 4 trimmed.
The largest buyer was Frontier Investment Management, opening a new position worth an estimated $9.7M. The largest seller was Roosevelt Investment Group, cutting an estimated $704K.
- 9 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $28.8M of Wells Fargo & Co. stock for Q2 2017, up 52% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q2 2017 and 1 closed out, a net change of 0 holders.
- The largest Wells Fargo & Co. buyer in Q2 2017 was Frontier Investment Management, an estimated $9.7M added.
- The largest Wells Fargo & Co. seller in Q2 2017 was Roosevelt Investment Group, an estimated $704K sold.
Based on aggregated 13F filings for Q2 2017.