Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
6 hedge funds and large institutions have $982K invested in Wells Fargo & Co. in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 0 reducing their positions, and 3 closing their positions.
25% less funds holding
Funds holding: 8 → 6 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
70% less capital invested
Capital invested by funds: $3.29M → $982K (-$2.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$114K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIG
Kessler Investment Group
Columbus,
Indiana
|
-$1.3M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$755K |
| 3 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$353K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UB
1
UMB Bank
Kansas City,
Missouri
| $518K | – | – | – |
|
|
DCM
2
Delta Capital Management
Red Bank,
New Jersey
| $264K | – | – | – |
|
|
LTI
3
Laffer Tengler Investments
Nashville,
Tennessee
| $114K | +$114K | +4,170 | New |
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $69K | – | – | – |
|
|
TWM
5
Tradition Wealth Management
Edina,
Minnesota
| $14K | – | – | – |
|
|
FFA
6
Freedman Financial Associates
Peabody,
Massachusetts
| $3K | – | – | – |
|
|
KIG
7
Kessler Investment Group
Columbus,
Indiana
| – | -$1.3M | -47,337 | Closed |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| – | -$755K | -27,397 | Closed |
|
|
SWP
9
Strategic Wealth Partners
Independence,
Ohio
| – | -$353K | -12,822 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q3 2021 in Review
6 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q3 2021, worth a combined $982K — down 70% from $3.29M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WFC.PRQ and 1 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 0 added.
The largest buyer was Laffer Tengler Investments, opening a new position worth an estimated $114K. The largest seller was Kessler Investment Group, exiting entirely with an estimated $1.3M sold.
- 6 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q3 2021, down from 8 in Q2 2021.
- Funds reported $982K of Wells Fargo & Co. stock for Q3 2021, down 70% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q3 2021 and 3 closed out, a net change of -2 holders.
- The largest Wells Fargo & Co. buyer in Q3 2021 was Laffer Tengler Investments, an estimated $114K added.
- The largest Wells Fargo & Co. seller in Q3 2021 was Kessler Investment Group, an estimated $1.3M sold.
Based on aggregated 13F filings for Q3 2021.