Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
9 hedge funds and large institutions have $33.2M invested in Wells Fargo & Co. in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
7% less capital invested
Capital invested by funds: $35.7M → $33.2M (-$2.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EHC
Everett Harris & Co
Los Angeles,
California
|
+$986K |
| 2 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$61.2K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$41.9K |
| 4 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$15.9K |
| 5 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
+$4.74K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Securian Asset Management
St Paul,
Minnesota
|
-$1.59M |
| 2 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
-$586K |
| 3 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$306K |
| 4 |
RIG
Roosevelt Investment Group
New York
|
-$235K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIG
1
Roosevelt Investment Group
New York
| $13.6M | -$235K | -8,857 | -2% |
|
|
FIM
2
Frontier Investment Management
Dallas,
Texas
| $11.1M | +$61.2K | +2,308 | +0.6% |
|
|
SAM
3
Securian Asset Management
St Paul,
Minnesota
| $5.26M | -$1.59M | -60,000 | -23% |
|
|
EHC
4
Everett Harris & Co
Los Angeles,
California
| $2.39M | +$986K | +37,200 | +69% |
|
|
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $539K | +$41.9K | +1,582 | +8% |
|
|
KIA
6
KCM Investment Advisors
Greenbrae,
California
| $308K | +$15.9K | +600 | +5% |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $53K | – | – | – |
|
|
SIM
8
Sonora Investment Management
Tucson,
Arizona
| $28.8K | -$586K | -22,129 | -95% |
|
|
PCG
9
Private Capital Group
West Hartford,
Connecticut
| $5K | +$4.74K | +179 | New |
|
|
LTI
10
Laffer Tengler Investments
Nashville,
Tennessee
| – | -$306K | -11,319 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q1 2018 in Review
9 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q1 2018, worth a combined $33.2M — down 7.1% from $35.7M a quarter earlier.
Fund positioning in WFC.PRQ was balanced in Q1 2018: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was Everett Harris & Co, adding an estimated $986K. The largest seller was Securian Asset Management, cutting an estimated $1.59M.
- 9 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $33.2M of Wells Fargo & Co. stock for Q1 2018, down 7.1% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q1 2018 and 1 closed out, a net change of 0 holders.
- The largest Wells Fargo & Co. buyer in Q1 2018 was Everett Harris & Co, an estimated $986K added.
- The largest Wells Fargo & Co. seller in Q1 2018 was Securian Asset Management, an estimated $1.59M sold.
Based on aggregated 13F filings for Q1 2018.