Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
7 hedge funds and large institutions have $2.99M invested in Wells Fargo & Co. in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 0 reducing their positions, and 2 closing their positions.
131% more capital invested
Capital invested by funds: $1.29M → $2.99M (+$1.7M)
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$2.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IR
IAT Reinsurance
New York
|
-$598K |
| 2 |
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
1
Connectus Wealth
Cincinnati,
Ohio
| $2.34M | +$2.51M | +104,290 | New |
|
|
DCM
2
Delta Capital Management
Red Bank,
New Jersey
| $221K | – | – | – |
|
|
BC
3
Bartlett & Co
Cincinnati,
Ohio
| $144K | – | – | – |
|
|
BCWM
4
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $144K | – | – | – |
|
|
LTI
5
Laffer Tengler Investments
Nashville,
Tennessee
| $93.6K | – | – | – |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $42K | – | – | – |
|
|
TWM
7
Tradition Wealth Management
Edina,
Minnesota
| $11K | – | – | – |
|
|
IR
8
IAT Reinsurance
New York
| – | -$598K | -25,000 | Closed |
|
|
LWCFA
9
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$5K | -200 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q3 2022 in Review
7 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q3 2022, worth a combined $2.99M — up 131% from $1.29M 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 0 trimmed existing stakes and 0 added.
The largest buyer was Connectus Wealth, opening a new position worth an estimated $2.51M. The largest seller was IAT Reinsurance, exiting entirely with an estimated $598K sold.
- 7 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q3 2022, down from 8 in Q2 2022.
- Funds reported $2.99M of Wells Fargo & Co. stock for Q3 2022, up 131% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q3 2022 and 2 closed out, a net change of -1 holder.
- The largest Wells Fargo & Co. buyer in Q3 2022 was Connectus Wealth, an estimated $2.51M added.
- The largest Wells Fargo & Co. seller in Q3 2022 was IAT Reinsurance, an estimated $598K sold.
Based on aggregated 13F filings for Q3 2022.