Wells Fargo & Co.
WFC.PRQ
WFC.PRQ was delisted on the 14th of September, 2023.
7 hedge funds and large institutions have $680K invested in Wells Fargo & Co. in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% less capital invested
Capital invested by funds: $683K → $680K (-$2.45K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$6.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$5.75K |
| 2 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$4.83K |
| 3 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$4.83K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
1
Delta Capital Management
Red Bank,
New Jersey
| $280K | – | – | – |
|
|
LTI
2
Laffer Tengler Investments
Nashville,
Tennessee
| $97K | – | – | – |
|
|
BCWM
3
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $86.1K | -$4.83K | -200 | -5% |
|
|
BC
4
Bartlett & Co
Cincinnati,
Ohio
| $86K | -$4.83K | -200 | -5% |
|
|
WIM
5
Westside Investment Management
Santa Monica,
California
| $69.8K | – | – | – |
|
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $55.2K | +$6.98K | +289 | +14% |
|
|
TWM
7
Tradition Wealth Management
Edina,
Minnesota
| $6K | -$5.75K | -238 | -48% |
|
WFC.PRQ Hedge Fund Activity: Q1 2023 in Review
7 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co. (WFC.PRQ) for Q1 2023, worth a combined $680K — down 0.36% from $683K a quarter earlier.
Fund positioning in WFC.PRQ was balanced in Q1 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $6.98K. The largest seller was Tradition Wealth Management, cutting an estimated $5.75K.
- 7 institutional investors held Wells Fargo & Co. (WFC.PRQ) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $680K of Wells Fargo & Co. stock for Q1 2023, down 0.36% quarter-over-quarter.
- 0 funds opened new Wells Fargo & Co. positions in Q1 2023 and 0 closed out.
- The largest Wells Fargo & Co. buyer in Q1 2023 was PNC Financial Services Group, an estimated $6.98K added.
- The largest Wells Fargo & Co. seller in Q1 2023 was Tradition Wealth Management, an estimated $5.75K sold.
Based on aggregated 13F filings for Q1 2023.