Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
6 hedge funds and large institutions have $515K invested in Wells Fargo & Co. in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 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
48% less capital invested
Capital invested by funds: $982K → $515K (-$467K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Delta Capital Management
Red Bank,
New Jersey
|
+$4.94K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$2.21K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
-$518K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
1
Delta Capital Management
Red Bank,
New Jersey
| $263K | +$4.94K | +185 | +2% |
|
|
LTI
2
Laffer Tengler Investments
Nashville,
Tennessee
| $112K | – | – | – |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $70K | +$2.21K | +83 | +3% |
|
|
FAG
4
Fortitude Advisory Group
Gig Harbor,
Washington
| $54K | +$53.4K | +2,000 | New |
|
|
TWM
5
Tradition Wealth Management
Edina,
Minnesota
| $13K | – | – | – |
|
|
FFA
6
Freedman Financial Associates
Peabody,
Massachusetts
| $3K | – | – | – |
|
|
UB
7
UMB Bank
Kansas City,
Missouri
| – | -$518K | -18,951 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q4 2021 in Review
6 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q4 2021, worth a combined $515K — down 48% from $982K a quarter earlier.
Fund positioning in WFC.PRQ was balanced in Q4 2021: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was Delta Capital Management, adding an estimated $4.94K. The largest seller was UMB Bank, exiting entirely with an estimated $518K sold.
- 6 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $515K of Wells Fargo & Co. stock for Q4 2021, down 48% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q4 2021 and 1 closed out, a net change of 0 holders.
- The largest Wells Fargo & Co. buyer in Q4 2021 was Delta Capital Management, an estimated $4.94K added.
- The largest Wells Fargo & Co. seller in Q4 2021 was UMB Bank, an estimated $518K sold.
Based on aggregated 13F filings for Q4 2021.