Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
7 hedge funds and large institutions have $683K invested in Wells Fargo & Co. in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
77% less capital invested
Capital invested by funds: $2.99M → $683K (-$2.31M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Westside Investment Management
Santa Monica,
California
|
+$69.2K |
| 2 |
DCM
Delta Capital Management
Red Bank,
New Jersey
|
+$50.7K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$2.34M |
| 2 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$57.7K |
| 3 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$57.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
1
Delta Capital Management
Red Bank,
New Jersey
| $277K | +$50.7K | +2,200 | +22% |
|
|
LTI
2
Laffer Tengler Investments
Nashville,
Tennessee
| $96K | – | – | – |
|
|
BC
3
Bartlett & Co
Cincinnati,
Ohio
| $90K | -$57.7K | -2,500 | -39% |
|
|
BCWM
4
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $89.7K | -$57.7K | -2,500 | -39% |
|
|
WIM
5
Westside Investment Management
Santa Monica,
California
| $69.8K | +$69.2K | +3,000 | New |
|
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $48K | +$4.94K | +214 | +11% |
|
|
TWM
7
Tradition Wealth Management
Edina,
Minnesota
| $12K | – | – | – |
|
|
CW
8
Connectus Wealth
Cincinnati,
Ohio
| – | -$2.34M | -104,290 | Closed |
|
WFC.PRQ Hedge Fund Activity: Q4 2022 in Review
7 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q4 2022, worth a combined $683K — down 77% from $2.99M a quarter earlier.
Fund positioning in WFC.PRQ was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Westside Investment Management, opening a new position worth an estimated $69.2K. The largest seller was Connectus Wealth, exiting entirely with an estimated $2.34M sold.
- 7 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $683K of Wells Fargo & Co. stock for Q4 2022, down 77% quarter-over-quarter.
- 1 fund opened new Wells Fargo & Co. positions in Q4 2022 and 1 closed out, a net change of 0 holders.
- The largest Wells Fargo & Co. buyer in Q4 2022 was Westside Investment Management, an estimated $69.2K added.
- The largest Wells Fargo & Co. seller in Q4 2022 was Connectus Wealth, an estimated $2.34M sold.
Based on aggregated 13F filings for Q4 2022.