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WFC.WS

Wells Fargo & Company Ws

Delisted

WFC.WS was delisted on the 24th of October, 2018.

43 hedge funds and large institutions have $407M invested in Wells Fargo & Company Ws in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $337M → $407M (+$70.3M)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
5
Increased
8
Reduced
10
Closed
5
Calls
$7.19M
Puts
Net Calls
+$7.19M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BMO
26
Beck Mack & Oliver
New York
$1.1M
MCI
27
McDonald Capital Investors
California
$954K
BIA
28
Biondo Investment Advisors
Pennsylvania
$902K +$7.83K +515 +0.9%
LWCA
29
Locust Wood Capital Advisers
New York
$870K -$11.2K -740 -1%
MCTIC
30
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$642K
SGAM
31
Steinberg Global Asset Management
Florida
$504K +$211K +13,900 +78%
SAG
32
Sterne Agee Group
Alabama
$471K -$1.9K -125 -0.4%
SM
33
Salzhauer Michael
$420K +$401K +26,400 New
CAM
34
Carret Asset Management
New York
$357K +$15.2K +1,000 +5%
JP Morgan Chase
35
JP Morgan Chase
New York
$256K +$17.6K +1,160 +8%
LPL Financial
36
LPL Financial
California
$195K
Bank of America
37
Bank of America
North Carolina
$60K +$26.6K +1,750 +86%
S
38
SignatureFD
Georgia
$42K
BAM
39
Brave Asset Management
New Jersey
$25K +$24.3K +1,600 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$17K
U
41
UBS
Switzerland
$16K -$12.1K -795 -43%
Deutsche Bank
42
Deutsche Bank
Germany
$12K -$12.2K -800 -50%
FA
43
Financial Advantage
Maryland
$8K
Barclays
44
Barclays
United Kingdom
$2K +$1.67K +110 New
GAM
45
Gotham Asset Management
New York
-$8.71M -620,000 Closed
ACI
46
AB CarVal Investors
Minnesota
-$3.63M -258,224 Closed
CIC
47
Chilton Investment Company
Connecticut
-$1.04M -74,239 Closed
VKH
48
Virtu KCG Holdings
New York
-$152K -10,838 Closed
JIC
49
Joel Isaacson & Co
New York
-$14K -1,000 Closed

WFC.WS Hedge Fund Activity: Q4 2013 in Review

43 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q4 2013, worth a combined $407M — up 21% from $337M a quarter earlier.

Fund positioning in WFC.WS was balanced in Q4 2013: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 10 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $9.75M. The largest seller was Gotham Asset Management, exiting entirely with an estimated $8.71M sold.

  • 43 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $407M of Wells Fargo & Company Ws stock for Q4 2013, up 21% quarter-over-quarter.
  • 5 funds opened new Wells Fargo & Company Ws positions in Q4 2013 and 5 closed out, a net change of 0 holders.
  • The largest Wells Fargo & Company Ws buyer in Q4 2013 was United Capital Financial Advisors, an estimated $9.75M added.
  • The largest Wells Fargo & Company Ws seller in Q4 2013 was Gotham Asset Management, an estimated $8.71M sold.

Based on aggregated 13F filings for Q4 2013.