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 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more capital invested
Capital invested by funds: $33.2M → $33.2M (+$21.5K)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$776K |
| 2 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$536K |
| 3 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$539K |
| 2 |
RIG
Roosevelt Investment Group
New York
|
-$374K |
| 3 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
-$24.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIG
1
Roosevelt Investment Group
New York
| $13M | -$374K | -14,422 | -3% |
|
|
FIM
2
Frontier Investment Management
Dallas,
Texas
| $11.7M | +$776K | +29,896 | +7% |
|
|
SAM
3
Securian Asset Management
St Paul,
Minnesota
| $5.18M | – | – | – |
|
|
EHC
4
Everett Harris & Co
Los Angeles,
California
| $2.35M | – | – | – |
|
|
SWP
5
Strategic Wealth Partners
Independence,
Ohio
| $535K | +$536K | +20,650 | New |
|
|
KIA
6
KCM Investment Advisors
Greenbrae,
California
| $438K | +$135K | +5,200 | +44% |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $52K | – | – | – |
|
|
PCG
8
Private Capital Group
West Hartford,
Connecticut
| $4K | – | – | – |
|
|
SIM
9
Sonora Investment Management
Tucson,
Arizona
| $3K | -$24.9K | -960 | -88% |
|
|
PPA
10
Parametric Portfolio Associates
Seattle,
Washington
| – | -$539K | -20,495 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q2 2018 in Review
9 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q2 2018, worth a combined $33.2M — up 0.06% from $33.2M a quarter earlier.
Fund positioning in WFC.PRQ was balanced in Q2 2018: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Frontier Investment Management, adding an estimated $776K. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $539K sold.
- 9 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $33.2M of Wells Fargo & Co. stock for Q2 2018, up 0.06% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q2 2018 and 1 closed out, a net change of 0 holders.
- The largest Wells Fargo & Co. buyer in Q2 2018 was Frontier Investment Management, an estimated $776K added.
- The largest Wells Fargo & Co. seller in Q2 2018 was Parametric Portfolio Associates, an estimated $539K sold.
Based on aggregated 13F filings for Q2 2018.