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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 $532M invested in Wells Fargo & Company Ws in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

549% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $2.98M

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

12% more capital invested

Capital invested by funds: $477M → $532M (+$55.2M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less funds holding

Funds holding: 4643 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
3
Increased
8
Reduced
7
Closed
6
Calls
$19.4M
Puts
$2.98M
Net Calls
+$16.4M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Bluefin Capital Management
New York
$900K +$771K +39,862 New
MCTIC
27
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$881K
SGAM
28
Steinberg Global Asset Management
Florida
$726K +$27.6K +1,425 +4%
SM
29
Salzhauer Michael
$570K
CAM
30
Carret Asset Management
New York
$484K
RJA
31
Raymond James & Associates
Florida
$414K +$372K +19,200 New
CA
32
Continental Advisors
Utah
$413K -$2.1M -108,630 -85%
JP Morgan Chase
33
JP Morgan Chase
New York
$371K +$13.6K +705 +4%
HB
34
Homrich & Berg
Georgia
$208K -$150K -7,772 -45%
Bank of America
35
Bank of America
North Carolina
$114K +$29K +1,500 +40%
Nomura Holdings
36
Nomura Holdings
Japan
$96K
S
37
SignatureFD
Georgia
$57K
BAM
38
Brave Asset Management
New Jersey
$35K
PVH
39
Psagot Value Holdings
Israel
$28K +$25.2K +1,300 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$24K
Deutsche Bank
41
Deutsche Bank
Germany
$17K
U
42
UBS
Switzerland
$8K -$964K -49,838 -99%
TRCT
43
Tower Research Capital (TRC)
New York
$4K
Barclays
44
Barclays
United Kingdom
$3K +$1.03K +53 +58%
Wells Fargo
45
Wells Fargo
California
-$2.07M -111,087 Closed
IFLIT
46
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
-$1.59M -85,200 Closed
SAG
47
Sterne Agee Group
Alabama
-$583K -31,275 Closed
AllianceBernstein
48
AllianceBernstein
Tennessee
-$112K -6,000 Closed
AR
49
Advisory Research
Illinois
-$56K -3,000 Closed
NES
50
New England Securities
New York
-$11K -600 Closed

WFC.WS Hedge Fund Activity: Q2 2014 in Review

43 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q2 2014, worth a combined $532M — up 12% from $477M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WFC.WS and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 8 added.

The largest buyer was CI Investments Inc, adding an estimated $1.7M. The largest seller was Jabre Capital Partners, cutting an estimated $5.97M.

  • 43 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q2 2014, down from 46 in Q1 2014.
  • Funds reported $532M of Wells Fargo & Company Ws stock for Q2 2014, up 12% quarter-over-quarter.
  • 3 funds opened new Wells Fargo & Company Ws positions in Q2 2014 and 6 closed out, a net change of -3 holders.
  • The largest Wells Fargo & Company Ws buyer in Q2 2014 was CI Investments Inc, an estimated $1.7M added.
  • The largest Wells Fargo & Company Ws seller in Q2 2014 was Jabre Capital Partners, an estimated $5.97M sold.

Based on aggregated 13F filings for Q2 2014.