Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
9 hedge funds and large institutions have $22.1M invested in Wells Fargo & Co. in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
18% less funds holding
Funds holding: 11 → 9 (-2)
22% less capital invested
Capital invested by funds: $28.4M → $22.1M (-$6.31M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
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
|
+$1.31M |
| 2 |
BRC
Bell Rock Capital
Rehoboth Beach,
Delaware
|
+$52.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMS
FBL Investment Management Services
West Des Moines,
Iowa
|
-$7.18M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$592K |
| 3 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$54.7K |
| 4 |
EHC
Everett Harris & Co
Los Angeles,
California
|
-$10.5K |
| 5 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Frontier Investment Management
Dallas,
Texas
| $18.6M | +$1.31M | +50,036 | +8% |
|
|
EHC
2
Everett Harris & Co
Los Angeles,
California
| $2.29M | -$10.5K | -400 | -0.5% |
|
|
SWP
3
Strategic Wealth Partners
Independence,
Ohio
| $865K | -$54.7K | -2,090 | -6% |
|
|
SIM
4
Sonora Investment Management
Tucson,
Arizona
| $266K | – | – | – |
|
|
BRC
5
Bell Rock Capital
Rehoboth Beach,
Delaware
| $53K | +$52.3K | +2,000 | New |
|
|
EWM
6
Edge Wealth Management
New York
| $52K | – | – | – |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26K | – | – | – |
|
|
IWA
8
Intercontinental Wealth Advisors
San Antonio,
Texas
| $11K | – | – | – |
|
|
GT
9
Glenmede Trust
Philadelphia,
Pennsylvania
| $34 | – | – | – |
|
|
FIMS
10
FBL Investment Management Services
West Des Moines,
Iowa
| – | -$7.18M | -280,000 | Closed |
|
|
AAM
11
Advisors Asset Management
Monument,
Colorado
| – | -$592K | -22,711 | Closed |
|
|
PCG
12
Private Capital Group
West Hartford,
Connecticut
| – | -$5K | -179 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q2 2019 in Review
9 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q2 2019, worth a combined $22.1M — down 22% from $28.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WFC.PRQ and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Frontier Investment Management, adding an estimated $1.31M. The largest seller was FBL Investment Management Services, exiting entirely with an estimated $7.18M sold.
- 9 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q2 2019, down from 11 in Q1 2019.
- Funds reported $22.1M of Wells Fargo & Co. stock for Q2 2019, down 22% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q2 2019 and 3 closed out, a net change of -2 holders.
- The largest Wells Fargo & Co. buyer in Q2 2019 was Frontier Investment Management, an estimated $1.31M added.
- The largest Wells Fargo & Co. seller in Q2 2019 was FBL Investment Management Services, an estimated $7.18M sold.
Based on aggregated 13F filings for Q2 2019.