Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
10 hedge funds and large institutions have $28.9M invested in Wells Fargo & Co. in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more funds holding
Funds holding: 9 → 10 (+1)
23% less capital invested
Capital invested by funds: $37.4M → $28.9M (-$8.44M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$479K |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$423K |
| 3 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
+$251K |
| 4 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$170K |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$32.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMS
FBL Investment Management Services
West Des Moines,
Iowa
|
-$7.18M |
| 2 |
RIG
Roosevelt Investment Group
New York
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Frontier Investment Management
Dallas,
Texas
| $14M | +$479K | +19,117 | +3% |
|
|
RIG
2
Roosevelt Investment Group
New York
| $10.7M | -$1.23M | -49,147 | -10% |
|
|
EHC
3
Everett Harris & Co
Los Angeles,
California
| $2.23M | – | – | – |
|
|
KIA
4
KCM Investment Advisors
Greenbrae,
California
| $1.01M | +$423K | +16,850 | +70% |
|
|
SWP
5
Strategic Wealth Partners
Independence,
Ohio
| $737K | +$170K | +6,793 | +32% |
|
|
SIM
6
Sonora Investment Management
Tucson,
Arizona
| $249K | +$251K | +10,000 | +7,407% |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25K | – | – | – |
|
|
IWA
8
Intercontinental Wealth Advisors
San Antonio,
Texas
| $10K | +$10K | +400 | New |
|
|
PCG
9
Private Capital Group
West Hartford,
Connecticut
| $4K | – | – | – |
|
|
GT
10
Glenmede Trust
Philadelphia,
Pennsylvania
| $31 | +$32.6K | +1,300 | New |
|
|
FIMS
11
FBL Investment Management Services
West Des Moines,
Iowa
| – | -$7.18M | -280,000 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q4 2018 in Review
10 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q4 2018, worth a combined $28.9M — down 23% from $37.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WFC.PRQ positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Frontier Investment Management, adding an estimated $479K. The largest seller was FBL Investment Management Services, exiting entirely with an estimated $7.18M sold.
- 10 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q4 2018, up from 9 in Q3 2018.
- Funds reported $28.9M of Wells Fargo & Co. stock for Q4 2018, down 23% quarter-over-quarter.
- 2 funds opened new Wells Fargo & Co. positions in Q4 2018 and 1 closed out, a net change of +1 holder.
- The largest Wells Fargo & Co. buyer in Q4 2018 was Frontier Investment Management, an estimated $479K added.
- The largest Wells Fargo & Co. seller in Q4 2018 was FBL Investment Management Services, an estimated $7.18M sold.
Based on aggregated 13F filings for Q4 2018.