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WFC.WS

Wells Fargo & Company Ws
WFC.WS

Delisted

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

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48 hedge funds and large institutions have $552M invested in Wells Fargo & Company Ws in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

12% more capital invested

Capital invested by funds: $493M → $552M (+$58.3M)

12% more funds holding

Funds holding: 43 → 48 (+5)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
10
Increased
7
Reduced
11
Closed
2
Calls
$7.08M
Puts
–
Net Calls
+$7.08M
Net Calls Change
-$1.11M

Top Buyers

Rank Fund Capital Flow
1
GAM
Gotham Asset Management
New York
+$12.8M
2
TAM
Third Avenue Management
New York
+$5.08M
3
BCM
Bluefin Capital Management
New York
+$2.88M
4
UCFA
United Capital Financial Advisors
Texas
+$2.45M
5
B
BloombergSen
Ontario, Canada
+$1.96M

Top Sellers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$3.29M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.66M
3
FVP
Firefly Value Partners
Pennsylvania
-$1.11M
4
FCM
Fairholme Capital Management
Florida
-$1.06M
5
DSA
Davis Selected Advisers
Arizona
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
26
Schaller Investment Group
North Carolina
$2.14M – – –
Morgan Stanley
27
Morgan Stanley
New York
$2.1M +$41.2K +2,000 +2%
BMO
28
Beck Mack & Oliver
New York
$1.44M -$20.6K -1,000 -1%
MCI
29
McDonald Capital Investors
California
$1.28M – – –
LWCA
30
Locust Wood Capital Advisers
New York
$1.17M – – –
CCA
31
Castle Creek Arbitrage
Colorado
$1.12M +$423K +20,500 New
SGAM
32
Steinberg Global Asset Management
Florida
$1.05M +$203K +9,826 +25%
JP Morgan Chase
33
JP Morgan Chase
New York
$968K +$579K +28,089 +163%
BIA
34
Biondo Investment Advisors
Pennsylvania
$948K -$11.7K -570 -1%
MCTIC
35
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$915K – – –
PC
36
Pecaut & Co
Iowa
$720K +$14.4K +700 +2%
SM
37
Salzhauer Michael
$564K – – –
RJA
38
Raymond James & Associates
Florida
$464K -$68K -3,300 -13%
PSC
39
Piper Sandler & Co
Minnesota
$454K +$438K +21,242 New
CAM
40
Carret Asset Management
New York
$426K -$51.5K -2,500 -11%
Bank of America
41
Bank of America
North Carolina
$98K -$28.9K -1,400 -23%
Nomura Holdings
42
Nomura Holdings
Japan
$93K – – –
BAM
43
Brave Asset Management
New Jersey
$34K – – –
UBS Group
44
UBS Group
Switzerland
$34K +$33.4K +1,621 New
FSC
45
Fiduciary Services Corp
Georgia
$32K – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$23K – – –
PVH
47
Psagot Value Holdings
Israel
$21K -$6.18K -300 -23%
Deutsche Bank
48
Deutsche Bank
Germany
$17K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$4K – – –
CIC
50
Chilton Investment Company
Connecticut
– -$167K -8,300 Closed
1
2
3

WFC.WS Hedge Fund Activity: Q4 2014 in Review

48 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q4 2014, worth a combined $552M — up 12% from $493M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WFC.WS positions and 2 closed out — a net gain of 8 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was Gotham Asset Management, opening a new position worth an estimated $12.8M. The largest seller was CI Investments Inc, cutting an estimated $3.29M.

  • 48 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q4 2014, up from 43 in Q3 2014.
  • Funds reported $552M of Wells Fargo & Company Ws stock for Q4 2014, up 12% quarter-over-quarter.
  • 10 funds opened new Wells Fargo & Company Ws positions in Q4 2014 and 2 closed out, a net change of +8 holders.
  • The largest Wells Fargo & Company Ws buyer in Q4 2014 was Gotham Asset Management, an estimated $12.8M added.
  • The largest Wells Fargo & Company Ws seller in Q4 2014 was CI Investments Inc, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2014.