WFC.PRQ

Wells Fargo & Co.
WFC.PRQ

Overview Fund Activity
Delisted

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

Back to rankings

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.

New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
+1
Holders Change %
+10%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
3
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMS
FBL Investment Management Services
Iowa
+$7.18M
2
FIM
Frontier Investment Management
Texas
+$2.24M
3
AAM
Advisors Asset Management
Colorado
+$592K
4
SWP
Strategic Wealth Partners
Ohio
+$179K
5
EWM
Edge Wealth Management
New York
+$52K

Top Sellers

1
RIG
Roosevelt Investment Group
New York
-$10.7M
2
KIA
KCM Investment Advisors
California
-$1.01M
3
EHC
Everett Harris & Co
California
-$80.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
1
Frontier Investment Management
Texas
$17.1M +$2.24M +86,092 +15%
FIMS
2
FBL Investment Management Services
Iowa
$7.18M +$7.18M +280,000 New
EHC
3
Everett Harris & Co
California
$2.28M -$80.8K -3,100 -3%
SWP
4
Strategic Wealth Partners
Ohio
$918K +$179K +6,832 +24%
AAM
5
Advisors Asset Management
Colorado
$592K +$592K +22,711 New
SIM
6
Sonora Investment Management
Arizona
$264K – – –
EWM
7
Edge Wealth Management
New York
$52K +$52K +2,000 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$26K – – –
IWA
9
Intercontinental Wealth Advisors
Texas
$10K – – –
PCG
10
Private Capital Group
Connecticut
$5K – – –
GT
11
Glenmede Trust
Pennsylvania
$33 – – –
RIG
12
Roosevelt Investment Group
New York
– -$10.7M -433,678 Closed
KIA
13
KCM Investment Advisors
California
– -$1.01M -40,947 Closed