Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
7 hedge funds and large institutions have $1.5M invested in Wells Fargo & Co. in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.
20% more capital invested
Capital invested by funds: $1.25M → $1.5M (+$253K)
17% more funds holding
Funds holding: 6 → 7 (+1)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Delta Capital Management
Red Bank,
New Jersey
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
-$3.02K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UB
1
UMB Bank
Kansas City,
Missouri
| $633K | – | – | – |
|
|
SWP
2
Strategic Wealth Partners
Independence,
Ohio
| $421K | – | – | – |
|
|
DCM
3
Delta Capital Management
Red Bank,
New Jersey
| $259K | +$256K | +9,650 | New |
|
|
LTI
4
Laffer Tengler Investments
Nashville,
Tennessee
| $112K | – | – | – |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $67K | – | – | – |
|
|
SIM
6
Sonora Investment Management
Tucson,
Arizona
| $4K | -$3.02K | -114 | -43% |
|
|
FFA
7
Freedman Financial Associates
Peabody,
Massachusetts
| $3K | – | – | – |
|
WFC.PRQ Hedge Fund Activity: Q1 2021 in Review
7 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q1 2021, worth a combined $1.5M — up 20% from $1.25M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WFC.PRQ positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Delta Capital Management, opening a new position worth an estimated $256K. The largest seller was Sonora Investment Management, cutting an estimated $3.02K.
- 7 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q1 2021, up from 6 in Q4 2020.
- Funds reported $1.5M of Wells Fargo & Co. stock for Q1 2021, up 20% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q1 2021 and 0 closed out, a net change of +1 holder.
- The largest Wells Fargo & Co. buyer in Q1 2021 was Delta Capital Management, an estimated $256K added.
- The largest Wells Fargo & Co. seller in Q1 2021 was Sonora Investment Management, an estimated $3.02K sold.
Based on aggregated 13F filings for Q1 2021.