Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
6 hedge funds and large institutions have $1.25M invested in Wells Fargo & Co. in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
17% less capital invested
Capital invested by funds: $1.5M → $1.25M (-$256K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$261K |
| 2 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$65.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UB
1
UMB Bank
Kansas City,
Missouri
| $634K | – | – | – |
|
|
SWP
2
Strategic Wealth Partners
Independence,
Ohio
| $422K | -$65.5K | -2,471 | -14% |
|
|
LTI
3
Laffer Tengler Investments
Nashville,
Tennessee
| $112K | – | – | – |
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $68K | – | – | – |
|
|
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $7K | – | – | – |
|
|
FFA
6
Freedman Financial Associates
Peabody,
Massachusetts
| $3K | +$2.65K | +100 | New |
|
|
CSPIA
7
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$261K | -10,025 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q4 2020 in Review
6 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q4 2020, worth a combined $1.25M — down 17% from $1.5M a quarter earlier.
Fund positioning in WFC.PRQ was balanced in Q4 2020: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.
The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $261K sold.
- 6 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $1.25M of Wells Fargo & Co. stock for Q4 2020, down 17% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q4 2020 and 1 closed out, a net change of 0 holders.
- The largest Wells Fargo & Co. seller in Q4 2020 was Cary Street Partners Investment Advisory, an estimated $261K sold.
Based on aggregated 13F filings for Q4 2020.