Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
11 hedge funds and large institutions have $28.4M invested in Wells Fargo & Co. in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
10% more funds holding
Funds holding: 10 → 11 (+1)
2% less capital invested
Capital invested by funds: $28.9M → $28.4M (-$502K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMS
FBL Investment Management Services
West Des Moines,
Iowa
|
+$7.13M |
| 2 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$2.19M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$579K |
| 4 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$174K |
| 5 |
EWM
Edge Wealth Management
New York
|
+$51K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
-$10.7M |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$1.01M |
| 3 |
EHC
Everett Harris & Co
Los Angeles,
California
|
-$79K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Frontier Investment Management
Dallas,
Texas
| $17.1M | +$2.19M | +86,092 | +15% |
|
|
FIMS
2
FBL Investment Management Services
West Des Moines,
Iowa
| $7.18M | +$7.13M | +280,000 | New |
|
|
EHC
3
Everett Harris & Co
Los Angeles,
California
| $2.28M | -$79K | -3,100 | -3% |
|
|
SWP
4
Strategic Wealth Partners
Independence,
Ohio
| $918K | +$174K | +6,832 | +24% |
|
|
AAM
5
Advisors Asset Management
Monument,
Colorado
| $592K | +$579K | +22,711 | New |
|
|
SIM
6
Sonora Investment Management
Tucson,
Arizona
| $264K | – | – | – |
|
|
EWM
7
Edge Wealth Management
New York
| $52K | +$51K | +2,000 | New |
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26K | – | – | – |
|
|
IWA
9
Intercontinental Wealth Advisors
San Antonio,
Texas
| $10K | – | – | – |
|
|
PCG
10
Private Capital Group
West Hartford,
Connecticut
| $5K | – | – | – |
|
|
GT
11
Glenmede Trust
Philadelphia,
Pennsylvania
| $33 | – | – | – |
|
|
RIG
12
Roosevelt Investment Group
New York
| – | -$10.7M | -433,678 | Closed |
|
|
KIA
13
KCM Investment Advisors
Greenbrae,
California
| – | -$1.01M | -40,947 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q1 2019 in Review
11 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q1 2019, worth a combined $28.4M — down 1.7% from $28.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WFC.PRQ positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was FBL Investment Management Services, opening a new position worth an estimated $7.13M. The largest seller was Roosevelt Investment Group, exiting entirely with an estimated $10.7M sold.
- 11 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q1 2019, up from 10 in Q4 2018.
- Funds reported $28.4M of Wells Fargo & Co. stock for Q1 2019, down 1.7% quarter-over-quarter.
- 3 funds opened new Wells Fargo & Co. positions in Q1 2019 and 2 closed out, a net change of +1 holder.
- The largest Wells Fargo & Co. buyer in Q1 2019 was FBL Investment Management Services, an estimated $7.13M added.
- The largest Wells Fargo & Co. seller in Q1 2019 was Roosevelt Investment Group, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2019.