We are live on ! Find out more
WFC.WS

Wells Fargo & Company Ws

Delisted

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

46 hedge funds and large institutions have $477M invested in Wells Fargo & Company Ws in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

17% more capital invested

Capital invested by funds: $407M → $477M (+$69.7M)

7% more funds holding

Funds holding: 4346 (+3)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

14% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $12.6M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
6
Increased
8
Reduced
9
Closed
2
Calls
$10.8M
Puts
$12.6M
Net Calls
-$1.78M
Net Calls Change
-$8.97M
Name Holding Trade Value Shares
Change
Change in
Stake
MCI
26
McDonald Capital Investors
California
$1.12M
BIA
27
Biondo Investment Advisors
Pennsylvania
$1.04M -$17.9K -1,055 -2%
LWCA
28
Locust Wood Capital Advisers
New York
$1.02M -$1.36K -80 -0.1%
U
29
UBS
Switzerland
$936K +$836K +49,167 +4,760%
MCTIC
30
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$739K
SGAM
31
Steinberg Global Asset Management
Florida
$600K +$8.5K +500 +2%
SAG
32
Sterne Agee Group
Alabama
$583K +$28K +1,650 +6%
SM
33
Salzhauer Michael
$492K
CAM
34
Carret Asset Management
New York
$418K
HB
35
Homrich & Berg
Georgia
$324K +$296K +17,394 New
JP Morgan Chase
36
JP Morgan Chase
New York
$307K +$6.8K +400 +2%
AllianceBernstein
37
AllianceBernstein
Tennessee
$112K +$102K +6,000 New
Nomura Holdings
38
Nomura Holdings
Japan
$82K +$81.6K +4,800 New
Bank of America
39
Bank of America
North Carolina
$70K
AR
40
Advisory Research
Illinois
$56K +$51K +3,000 New
S
41
SignatureFD
Georgia
$49K
BAM
42
Brave Asset Management
New Jersey
$30K
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$21K
Deutsche Bank
44
Deutsche Bank
Germany
$14K
NES
45
New England Securities
New York
$11K +$10.2K +600 New
TRCT
46
Tower Research Capital (TRC)
New York
$3K +$3.09K +182 New
Barclays
47
Barclays
United Kingdom
$2K -$323 -19 -17%
LPL Financial
48
LPL Financial
California
-$195K -12,236 Closed
FA
49
Financial Advantage
Maryland
-$8K -500 Closed

WFC.WS Hedge Fund Activity: Q1 2014 in Review

46 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q1 2014, worth a combined $477M — up 17% from $407M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WFC.WS positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was CI Investments Inc, adding an estimated $4.91M. The largest seller was Jabre Capital Partners, cutting an estimated $6.12M.

  • 46 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q1 2014, up from 43 in Q4 2013.
  • Funds reported $477M of Wells Fargo & Company Ws stock for Q1 2014, up 17% quarter-over-quarter.
  • 6 funds opened new Wells Fargo & Company Ws positions in Q1 2014 and 2 closed out, a net change of +4 holders.
  • The largest Wells Fargo & Company Ws buyer in Q1 2014 was CI Investments Inc, an estimated $4.91M added.
  • The largest Wells Fargo & Company Ws seller in Q1 2014 was Jabre Capital Partners, an estimated $6.12M sold.

Based on aggregated 13F filings for Q1 2014.