Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
8 hedge funds and large institutions have $1.29M invested in Wells Fargo & Co. in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 2 closing their positions.
11% less capital invested
Capital invested by funds: $1.45M → $1.29M (-$153K)
11% less funds holding
Funds holding: 9 → 8 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
+$4.82K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAG
Fortitude Advisory Group
Gig Harbor,
Washington
|
-$51K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$17.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IR
1
IAT Reinsurance
New York
| $598K | – | – | – |
|
|
DCM
2
Delta Capital Management
Red Bank,
New Jersey
| $233K | – | – | – |
|
|
BCWM
3
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $152K | – | – | – |
|
|
BC
4
Bartlett & Co
Cincinnati,
Ohio
| $151K | – | – | – |
|
|
LTI
5
Laffer Tengler Investments
Nashville,
Tennessee
| $99K | – | – | – |
|
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $44K | -$17.5K | -728 | -28% |
|
|
TWM
7
Tradition Wealth Management
Edina,
Minnesota
| $12K | – | – | – |
|
|
LWCFA
8
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $5K | +$4.82K | +200 | New |
|
|
FAG
9
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$51K | -2,000 | Closed |
|
|
FFA
10
Freedman Financial Associates
Peabody,
Massachusetts
| – | -$3K | -100 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q2 2022 in Review
8 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q2 2022, worth a combined $1.29M — down 11% from $1.45M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WFC.PRQ and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 0 added.
The largest buyer was Loring Wolcott & Coolidge Fiduciary Advisors, opening a new position worth an estimated $4.82K. The largest seller was Fortitude Advisory Group, exiting entirely with an estimated $51K sold.
- 8 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q2 2022, down from 9 in Q1 2022.
- Funds reported $1.29M of Wells Fargo & Co. stock for Q2 2022, down 11% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q2 2022 and 2 closed out, a net change of -1 holder.
- The largest Wells Fargo & Co. buyer in Q2 2022 was Loring Wolcott & Coolidge Fiduciary Advisors, an estimated $4.82K added.
- The largest Wells Fargo & Co. seller in Q2 2022 was Fortitude Advisory Group, an estimated $51K sold.
Based on aggregated 13F filings for Q2 2022.