WFC.PRQ

Wells Fargo & Co.
WFC.PRQ

Overview Fund Activity
Delisted

WFC.PRQ was delisted on the 14th of September, 2023.

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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.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
1
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMS
FBL Investment Management Services
Iowa
$7.18M
2
FIM
Frontier Investment Management
Texas
$14.2M
3
KIA
KCM Investment Advisors
California
$621K
4
SWP
Strategic Wealth Partners
Ohio
$552K

Top Sellers

1
SAM
Securian Asset Management
Minnesota
$0
2
RIG
Roosevelt Investment Group
New York
$12.4M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$26K
4
EHC
Everett Harris & Co
California
$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
1
Frontier Investment Management
Texas
$14.2M +$2.61M +101,268 +22%
RIG
2
Roosevelt Investment Group
New York
$12.4M -$479K -18,581 -4%
FIMS
3
FBL Investment Management Services
Iowa
$7.18M +$7.18M +280,000 New
EHC
4
Everett Harris & Co
California
$2.34M -$5.15K -200 -0.2%
KIA
5
KCM Investment Advisors
California
$621K +$185K +7,175 +42%
SWP
6
Strategic Wealth Partners
Ohio
$552K +$19.7K +763 +4%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$26K -$26K -1,000 -50%
PCG
8
Private Capital Group
Connecticut
$4K – – –
SIM
9
Sonora Investment Management
Arizona
$3K – – –
SAM
10
Securian Asset Management
Minnesota
– -$5.18M -200,000 Closed