Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
10 hedge funds and large institutions have $29.1M invested in Wells Fargo & Co. in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
11% more funds holding
Funds holding: 9 → 10 (+1)
1% more capital invested
Capital invested by funds: $28.8M → $29.1M (+$303K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$949K |
| 2 |
SFG
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
+$27.4K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$11.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
-$277K |
| 2 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$9.3K |
| 3 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
-$3.86K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIG
1
Roosevelt Investment Group
New York
| $14.9M | -$277K | -10,112 | -2% |
|
|
FIM
2
Frontier Investment Management
Dallas,
Texas
| $10.7M | +$949K | +34,675 | +10% |
|
|
EHC
3
Everett Harris & Co
Los Angeles,
California
| $1.46M | – | – | – |
|
|
SIM
4
Sonora Investment Management
Tucson,
Arizona
| $642K | -$3.86K | -141 | -0.6% |
|
|
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $602K | +$11.8K | +433 | +2% |
|
|
KIA
6
KCM Investment Advisors
Greenbrae,
California
| $342K | – | – | – |
|
|
LTI
7
Laffer Tengler Investments
Nashville,
Tennessee
| $312K | -$9.3K | -340 | -3% |
|
|
IP
8
Intellectus Partners
San Francisco,
California
| $65K | – | – | – |
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $55K | – | – | – |
|
|
SFG
10
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $27K | +$27.4K | +1,000 | New |
|
WFC.PRQ Hedge Fund Activity: Q3 2017 in Review
10 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q3 2017, worth a combined $29.1M — up 1.1% from $28.8M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WFC.PRQ positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Frontier Investment Management, adding an estimated $949K. The largest seller was Roosevelt Investment Group, cutting an estimated $277K.
- 10 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q3 2017, up from 9 in Q2 2017.
- Funds reported $29.1M of Wells Fargo & Co. stock for Q3 2017, up 1.1% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q3 2017 and 0 closed out, a net change of +1 holder.
- The largest Wells Fargo & Co. buyer in Q3 2017 was Frontier Investment Management, an estimated $949K added.
- The largest Wells Fargo & Co. seller in Q3 2017 was Roosevelt Investment Group, an estimated $277K sold.
Based on aggregated 13F filings for Q3 2017.