Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
12 hedge funds and large institutions have $23.3M invested in Wells Fargo & Co. in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 9 → 12 (+3)
5% more capital invested
Capital invested by funds: $22.1M → $23.3M (+$1.18M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$1.33M |
| 2 |
FIA
FNY Investment Advisers
New York
|
+$529K |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
+$425K |
| 4 |
BRC
Bell Rock Capital
Rehoboth Beach,
Delaware
|
+$52.9K |
| 5 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$38.9K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Frontier Investment Management
Dallas,
Texas
| $20M | +$1.33M | +50,159 | +7% |
|
|
EHC
2
Everett Harris & Co
Los Angeles,
California
| $2.3M | +$1.32K | +50 | +0.1% |
|
|
FIA
3
FNY Investment Advisers
New York
| $528K | +$529K | +20,000 | New |
|
|
SIM
4
Sonora Investment Management
Tucson,
Arizona
| $268K | – | – | – |
|
|
BRC
5
Bell Rock Capital
Rehoboth Beach,
Delaware
| $105K | +$52.9K | +2,000 | +100% |
|
|
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 | – | – | – |
|
|
PCG
9
Private Capital Group
West Hartford,
Connecticut
| $5K | +$4.74K | +179 | New |
|
|
SWP
10
Strategic Wealth Partners
Independence,
Ohio
| $913 | +$38.9K | +1,470 | +4% |
|
|
UB
11
UMB Bank
Kansas City,
Missouri
| $424 | +$425K | +16,054 | New |
|
|
GT
12
Glenmede Trust
Philadelphia,
Pennsylvania
| $34 | – | – | – |
|
WFC.PRQ Hedge Fund Activity: Q3 2019 in Review
12 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q3 2019, worth a combined $23.3M — up 5.3% from $22.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WFC.PRQ positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Frontier Investment Management, adding an estimated $1.33M.
- 12 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q3 2019, up from 9 in Q2 2019.
- Funds reported $23.3M of Wells Fargo & Co. stock for Q3 2019, up 5.3% quarter-over-quarter.
- 3 funds opened new Wells Fargo & Co. positions in Q3 2019 and 0 closed out, a net change of +3 holders.
- The largest Wells Fargo & Co. buyer in Q3 2019 was Frontier Investment Management, an estimated $1.33M added.
Based on aggregated 13F filings for Q3 2019.