Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
9 hedge funds and large institutions have $37.4M invested in Wells Fargo & Co. in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
13% more capital invested
Capital invested by funds: $33.2M → $37.4M (+$4.16M)
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: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMS
FBL Investment Management Services
West Des Moines,
Iowa
|
+$7.25M |
| 2 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$2.62M |
| 3 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$186K |
| 4 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$19.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Securian Asset Management
St Paul,
Minnesota
|
-$5.18M |
| 2 |
RIG
Roosevelt Investment Group
New York
|
-$481K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$25.9K |
| 4 |
EHC
Everett Harris & Co
Los Angeles,
California
|
-$5.17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Frontier Investment Management
Dallas,
Texas
| $14.2M | +$2.62M | +101,268 | +22% |
|
|
RIG
2
Roosevelt Investment Group
New York
| $12.4M | -$481K | -18,581 | -4% |
|
|
FIMS
3
FBL Investment Management Services
West Des Moines,
Iowa
| $7.18M | +$7.25M | +280,000 | New |
|
|
EHC
4
Everett Harris & Co
Los Angeles,
California
| $2.34M | -$5.17K | -200 | -0.2% |
|
|
KIA
5
KCM Investment Advisors
Greenbrae,
California
| $621K | +$186K | +7,175 | +42% |
|
|
SWP
6
Strategic Wealth Partners
Independence,
Ohio
| $552K | +$19.7K | +763 | +4% |
|
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26K | -$25.9K | -1,000 | -50% |
|
|
PCG
8
Private Capital Group
West Hartford,
Connecticut
| $4K | – | – | – |
|
|
SIM
9
Sonora Investment Management
Tucson,
Arizona
| $3K | – | – | – |
|
|
SAM
10
Securian Asset Management
St Paul,
Minnesota
| – | -$5.18M | -200,000 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q3 2018 in Review
9 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q3 2018, worth a combined $37.4M — up 13% from $33.2M a quarter earlier.
Fund positioning in WFC.PRQ was balanced in Q3 2018: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was FBL Investment Management Services, opening a new position worth an estimated $7.25M. The largest seller was Securian Asset Management, exiting entirely with an estimated $5.18M sold.
- 9 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $37.4M of Wells Fargo & Co. stock for Q3 2018, up 13% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q3 2018 and 1 closed out, a net change of 0 holders.
- The largest Wells Fargo & Co. buyer in Q3 2018 was FBL Investment Management Services, an estimated $7.25M added.
- The largest Wells Fargo & Co. seller in Q3 2018 was Securian Asset Management, an estimated $5.18M sold.
Based on aggregated 13F filings for Q3 2018.