Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
9 hedge funds and large institutions have $35.7M invested in Wells Fargo & Co. in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 2 closing their positions.
23% more capital invested
Capital invested by funds: $29.1M → $35.7M (+$6.63M)
10% less funds holding
Funds holding: 10 → 9 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Securian Asset Management
St Paul,
Minnesota
|
+$7.09M |
| 2 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$726K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
-$591K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$85.8K |
| 3 |
IP
Intellectus Partners
San Francisco,
California
|
-$65K |
| 4 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$38.2K |
| 5 |
SFG
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIG
1
Roosevelt Investment Group
New York
| $14.2M | -$591K | -21,689 | -4% |
|
|
FIM
2
Frontier Investment Management
Dallas,
Texas
| $11.3M | +$726K | +26,627 | +7% |
|
|
SAM
3
Securian Asset Management
St Paul,
Minnesota
| $7.02M | +$7.09M | +260,000 | New |
|
|
EHC
4
Everett Harris & Co
Los Angeles,
California
| $1.45M | – | – | – |
|
|
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $627K | -$8.86K | -325 | -1% |
|
|
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $511K | -$85.8K | -3,146 | -14% |
|
|
LTI
7
Laffer Tengler Investments
Nashville,
Tennessee
| $306K | -$3.35K | -123 | -1% |
|
|
KIA
8
KCM Investment Advisors
Greenbrae,
California
| $300K | -$38.2K | -1,403 | -11% |
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $54K | – | – | – |
|
|
IP
10
Intellectus Partners
San Francisco,
California
| – | -$65K | -2,373 | Closed |
|
|
SFG
11
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | -$27K | -1,000 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q4 2017 in Review
9 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q4 2017, worth a combined $35.7M — up 23% from $29.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WFC.PRQ and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 1 added.
The largest buyer was Securian Asset Management, opening a new position worth an estimated $7.09M. The largest seller was Roosevelt Investment Group, cutting an estimated $591K.
- 9 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q4 2017, down from 10 in Q3 2017.
- Funds reported $35.7M of Wells Fargo & Co. stock for Q4 2017, up 23% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q4 2017 and 2 closed out, a net change of -1 holder.
- The largest Wells Fargo & Co. buyer in Q4 2017 was Securian Asset Management, an estimated $7.09M added.
- The largest Wells Fargo & Co. seller in Q4 2017 was Roosevelt Investment Group, an estimated $591K sold.
Based on aggregated 13F filings for Q4 2017.