Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
8 hedge funds and large institutions have $3.29M invested in Wells Fargo & Co. in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 2 reducing their positions, and 2 closing their positions.
119% more capital invested
Capital invested by funds: $1.5M → $3.29M (+$1.79M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIG
Kessler Investment Group
Columbus,
Indiana
|
+$1.28M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$742K |
| 3 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$13.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
-$127K |
| 2 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$112K |
| 3 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$78K |
| 4 |
SIM
Sonora Investment Management
Tucson,
Arizona
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIG
1
Kessler Investment Group
Columbus,
Indiana
| $1.3M | +$1.28M | +47,337 | New |
|
|
SPIA
2
Steward Partners Investment Advisory
New York
| $755K | +$742K | +27,397 | New |
|
|
UB
3
UMB Bank
Kansas City,
Missouri
| $522K | -$127K | -4,673 | -20% |
|
|
SWP
4
Strategic Wealth Partners
Independence,
Ohio
| $353K | -$78K | -2,881 | -18% |
|
|
DCM
5
Delta Capital Management
Red Bank,
New Jersey
| $266K | – | – | – |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $69K | – | – | – |
|
|
TWM
7
Tradition Wealth Management
Edina,
Minnesota
| $14K | +$13.6K | +501 | New |
|
|
FFA
8
Freedman Financial Associates
Peabody,
Massachusetts
| $3K | – | – | – |
|
|
LTI
9
Laffer Tengler Investments
Nashville,
Tennessee
| – | -$112K | -4,170 | Closed |
|
|
SIM
10
Sonora Investment Management
Tucson,
Arizona
| – | -$4K | -149 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q2 2021 in Review
8 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q2 2021, worth a combined $3.29M — up 119% from $1.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WFC.PRQ positions and 2 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Kessler Investment Group, opening a new position worth an estimated $1.28M. The largest seller was UMB Bank, cutting an estimated $127K.
- 8 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q2 2021, up from 7 in Q1 2021.
- Funds reported $3.29M of Wells Fargo & Co. stock for Q2 2021, up 119% quarter-over-quarter.
- 3 funds opened new Wells Fargo & Co. positions in Q2 2021 and 2 closed out, a net change of +1 holder.
- The largest Wells Fargo & Co. buyer in Q2 2021 was Kessler Investment Group, an estimated $1.28M added.
- The largest Wells Fargo & Co. seller in Q2 2021 was UMB Bank, an estimated $127K sold.
Based on aggregated 13F filings for Q2 2021.