Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
10 hedge funds and large institutions have $26.8M invested in Wells Fargo & Co. in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
15% more capital invested
Capital invested by funds: $23.3M → $26.8M (+$3.52M)
17% less funds holding
Funds holding: 12 → 10 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Frontier Investment Management
Dallas,
Texas
|
+$1.61M |
| 2 |
UB
UMB Bank
Kansas City,
Missouri
|
+$132K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$23.4K |
| 4 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$14.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
FNY Investment Advisers
New York
|
-$528K |
| 2 |
IWA
Intercontinental Wealth Advisors
San Antonio,
Texas
|
-$11K |
| 3 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$5K |
| 4 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
-$3.63K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Frontier Investment Management
Dallas,
Texas
| $22.4M | +$1.61M | +59,726 | +8% |
|
|
EHC
2
Everett Harris & Co
Los Angeles,
California
| $2.39M | – | – | – |
|
|
SWP
3
Strategic Wealth Partners
Independence,
Ohio
| $958K | +$14.9K | +555 | +2% |
|
|
UB
4
UMB Bank
Kansas City,
Missouri
| $574K | +$132K | +4,897 | +31% |
|
|
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $274K | -$3.63K | -135 | -1% |
|
|
BRC
6
Bell Rock Capital
Rehoboth Beach,
Delaware
| $109K | – | – | – |
|
|
EWM
7
Edge Wealth Management
New York
| $55K | – | – | – |
|
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $51K | +$23.4K | +871 | +87% |
|
|
GT
9
Glenmede Trust
Philadelphia,
Pennsylvania
| $35K | – | – | – |
|
|
VCP
10
Verus Capital Partners
Scottsdale,
Arizona
| $3K | +$2.69K | +100 | New |
|
|
FIA
11
FNY Investment Advisers
New York
| – | -$528K | -20,000 | Closed |
|
|
IWA
12
Intercontinental Wealth Advisors
San Antonio,
Texas
| – | -$11K | -400 | Closed |
|
|
PCG
13
Private Capital Group
West Hartford,
Connecticut
| – | -$5K | -179 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q4 2019 in Review
10 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q4 2019, worth a combined $26.8M — up 15% from $23.3M 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 1 trimmed existing stakes and 4 added.
The largest buyer was Frontier Investment Management, adding an estimated $1.61M. The largest seller was FNY Investment Advisers, exiting entirely with an estimated $528K sold.
- 10 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q4 2019, down from 12 in Q3 2019.
- Funds reported $26.8M of Wells Fargo & Co. stock for Q4 2019, up 15% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q4 2019 and 3 closed out, a net change of -2 holders.
- The largest Wells Fargo & Co. buyer in Q4 2019 was Frontier Investment Management, an estimated $1.61M added.
- The largest Wells Fargo & Co. seller in Q4 2019 was FNY Investment Advisers, an estimated $528K sold.
Based on aggregated 13F filings for Q4 2019.