Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
5 hedge funds and large institutions have $1.27M invested in Wells Fargo & Co. in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
34% less capital invested
Capital invested by funds: $1.92M → $1.27M (-$644K)
38% less funds holding
Funds holding: 8 → 5 (-3)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$16.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$280K |
| 2 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
-$249K |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$35K |
| 4 |
EWM
Edge Wealth Management
New York
|
-$18.5K |
| 5 |
FIA
FNY Investment Advisers
New York
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
1
Strategic Wealth Partners
Independence,
Ohio
| $587K | -$280K | -11,270 | -32% |
|
|
UB
2
UMB Bank
Kansas City,
Missouri
| $585K | – | – | – |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $62K | +$16.1K | +645 | +34% |
|
|
EWM
4
Edge Wealth Management
New York
| $31K | -$18.5K | -745 | -37% |
|
|
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $7K | -$249K | -10,000 | -97% |
|
|
GT
6
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$35K | -1,300 | Closed |
|
|
FIA
7
FNY Investment Advisers
New York
| – | -$2K | -100 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q2 2020 in Review
5 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q2 2020, worth a combined $1.27M — down 34% from $1.92M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WFC.PRQ and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was PNC Financial Services Group, adding an estimated $16.1K. The largest seller was Strategic Wealth Partners, cutting an estimated $280K.
- 5 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q2 2020, down from 8 in Q1 2020.
- Funds reported $1.27M of Wells Fargo & Co. stock for Q2 2020, down 34% quarter-over-quarter.
- 0 funds opened new Wells Fargo & Co. positions in Q2 2020 and 2 closed out, a net change of -2 holders.
- The largest Wells Fargo & Co. buyer in Q2 2020 was PNC Financial Services Group, an estimated $16.1K added.
- The largest Wells Fargo & Co. seller in Q2 2020 was Strategic Wealth Partners, an estimated $280K sold.
Based on aggregated 13F filings for Q2 2020.