Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
6 hedge funds and large institutions have $1.5M invested in Wells Fargo & Co. in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
18% more capital invested
Capital invested by funds: $1.27M → $1.5M (+$230K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$256K |
| 2 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$141K |
| 2 |
EWM
Edge Wealth Management
New York
|
-$31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UB
1
UMB Bank
Kansas City,
Missouri
| $585K | – | – | – |
|
|
SWP
2
Strategic Wealth Partners
Independence,
Ohio
| $474K | -$141K | -5,529 | -23% |
|
|
CSPIA
3
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $261K | +$256K | +10,025 | New |
|
|
LTI
4
Laffer Tengler Investments
Nashville,
Tennessee
| $109K | +$107K | +4,170 | New |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $66K | – | – | – |
|
|
SIM
6
Sonora Investment Management
Tucson,
Arizona
| $7K | – | – | – |
|
|
EWM
7
Edge Wealth Management
New York
| – | -$31K | -1,255 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q3 2020 in Review
6 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q3 2020, worth a combined $1.5M — up 18% from $1.27M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WFC.PRQ positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Cary Street Partners Investment Advisory, opening a new position worth an estimated $256K. The largest seller was Strategic Wealth Partners, cutting an estimated $141K.
- 6 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q3 2020, up from 5 in Q2 2020.
- Funds reported $1.5M of Wells Fargo & Co. stock for Q3 2020, up 18% quarter-over-quarter.
- 2 funds opened new Wells Fargo & Co. positions in Q3 2020 and 1 closed out, a net change of +1 holder.
- The largest Wells Fargo & Co. buyer in Q3 2020 was Cary Street Partners Investment Advisory, an estimated $256K added.
- The largest Wells Fargo & Co. seller in Q3 2020 was Strategic Wealth Partners, an estimated $141K sold.
Based on aggregated 13F filings for Q3 2020.