Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
8 hedge funds and large institutions have $1.92M invested in Wells Fargo & Co. in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.
20% less funds holding
Funds holding: 10 → 8 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
93% less capital invested
Capital invested by funds: $26.8M → $1.92M (-$24.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
+$69.3K |
| 2 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
+$6.82K |
| 3 |
FIA
FNY Investment Advisers
New York
|
+$2.59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Frontier Investment Management
Dallas,
Texas
|
-$22.4M |
| 2 |
EHC
Everett Harris & Co
Los Angeles,
California
|
-$2.39M |
| 3 |
BRC
Bell Rock Capital
Rehoboth Beach,
Delaware
|
-$109K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
1
Strategic Wealth Partners
Independence,
Ohio
| $958K | – | – | – |
|
|
UB
2
UMB Bank
Kansas City,
Missouri
| $575K | +$69.3K | +2,673 | +13% |
|
|
SIM
3
Sonora Investment Management
Tucson,
Arizona
| $250K | +$6.82K | +263 | +3% |
|
|
EWM
4
Edge Wealth Management
New York
| $48K | – | – | – |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $46K | – | – | – |
|
|
GT
6
Glenmede Trust
Philadelphia,
Pennsylvania
| $35K | – | – | – |
|
|
VCP
7
Verus Capital Partners
Scottsdale,
Arizona
| $2K | – | – | – |
|
|
FIA
8
FNY Investment Advisers
New York
| $2K | +$2.59K | +100 | New |
|
|
FIM
9
Frontier Investment Management
Dallas,
Texas
| – | -$22.4M | -816,785 | Closed |
|
|
EHC
10
Everett Harris & Co
Los Angeles,
California
| – | -$2.39M | -87,200 | Closed |
|
|
BRC
11
Bell Rock Capital
Rehoboth Beach,
Delaware
| – | -$109K | -4,000 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q1 2020 in Review
8 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q1 2020, worth a combined $1.92M — down 93% from $26.8M 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 0 trimmed existing stakes and 2 added.
The largest buyer was UMB Bank, adding an estimated $69.3K. The largest seller was Frontier Investment Management, exiting entirely with an estimated $22.4M sold.
- 8 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q1 2020, down from 10 in Q4 2019.
- Funds reported $1.92M of Wells Fargo & Co. stock for Q1 2020, down 93% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q1 2020 and 3 closed out, a net change of -2 holders.
- The largest Wells Fargo & Co. buyer in Q1 2020 was UMB Bank, an estimated $69.3K added.
- The largest Wells Fargo & Co. seller in Q1 2020 was Frontier Investment Management, an estimated $22.4M sold.
Based on aggregated 13F filings for Q1 2020.