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WFC.PRQ

Wells Fargo & Co.
WFC.PRQ

Delisted

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

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10 hedge funds and large institutions have $27.9M invested in Wells Fargo & Co. in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

0% more funds holding

Funds holding: 10 → 10 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

4% less capital invested

Capital invested by funds: $29M → $27.9M (-$1.09M)

Holders
10
Holders Change
–
Holders Change %
0%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIMS
FBL Investment Management Services
Iowa
+$7.13M
2
FIM
Frontier Investment Management
Texas
+$2.19M
3
SWP
Strategic Wealth Partners
Ohio
+$174K
4
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
California
-$1.01M
3
EHC
Everett Harris & Co
California
-$79K

WFC.PRQ Hedge Fund Activity: Q1 2019 in Review

10 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q1 2019, worth a combined $27.9M — down 3.8% from $29M a quarter earlier.

Fund positioning in WFC.PRQ was balanced in Q1 2019: 2 funds opened new positions, 2 closed out, 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.

  • 10 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $27.9M of Wells Fargo & Co. stock for Q1 2019, down 3.8% quarter-over-quarter.
  • 2 funds opened new Wells Fargo & Co. positions in Q1 2019 and 2 closed out, a net change of 0 holders.
  • 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.