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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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50 hedge funds and large institutions have $525M invested in Wells Fargo & Company Ws in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

4% more funds holding

Funds holding: 48 → 50 (+2)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

5% less capital invested

Capital invested by funds: $552M → $525M (-$26.3M)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.33%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
4
Increased
12
Reduced
10
Closed
2
Calls
$4.46M
Puts
–
Net Calls
+$4.46M
Net Calls Change
-$2.62M

Top Buyers

Rank Fund Capital Flow
1
CCA
Castle Creek Arbitrage
Colorado
+$9.05M
2
B
BloombergSen
Ontario, Canada
+$8.15M
3
CIC
Chilton Investment Company
Connecticut
+$981K
4
BCM
Bluefin Capital Management
New York
+$747K
5
LVP
Limestone Value Partners
Texas
+$726K

Top Sellers

Rank Fund Capital Flow
1
FVP
Firefly Value Partners
Pennsylvania
-$14.1M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$13.2M
3
PI
Putnam Investments
Massachusetts
-$5.11M
4
DSA
Davis Selected Advisers
Arizona
-$4.3M
5
JCP
Jabre Capital Partners
Switzerland
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.21M +$193K +9,430 +10%
RA
27
Raffles Associates
New York
$2.17M – – –
SIG
28
Schaller Investment Group
North Carolina
$2.05M – – –
BMO
29
Beck Mack & Oliver
New York
$1.36M -$20.4K -1,000 -1%
MCI
30
McDonald Capital Investors
California
$1.23M – – –
LWCA
31
Locust Wood Capital Advisers
New York
$1.12M – – –
SGAM
32
Steinberg Global Asset Management
Florida
$1.08M +$80.7K +3,949 +8%
CIC
33
Chilton Investment Company
Connecticut
$984K +$981K +48,000 New
BIA
34
Biondo Investment Advisors
Pennsylvania
$905K -$5.11K -250 -0.6%
JP Morgan Chase
35
JP Morgan Chase
New York
$828K -$99.8K -4,885 -11%
MCTIC
36
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$827K – – –
PC
37
Pecaut & Co
Iowa
$691K – – –
UBS Group
38
UBS Group
Switzerland
$597K +$563K +27,525 +1,698%
RJA
39
Raymond James & Associates
Florida
$593K +$148K +7,225 +33%
SM
40
Salzhauer Michael
$541K – – –
CAM
41
Carret Asset Management
New York
$409K – – –
Bank of America
42
Bank of America
North Carolina
$94K – – –
Nomura Holdings
43
Nomura Holdings
Japan
$92K – – –
BAM
44
Brave Asset Management
New Jersey
$33K – – –
FSC
45
Fiduciary Services Corp
Georgia
$31K – – –
IWMPD
46
Integrated Wealth Management (Palm Desert)
California
$28K +$28.6K +1,400 New
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$23K – – –
PVH
48
Psagot Value Holdings
Israel
$20K – – –
JIC
49
Joel Isaacson & Co
New York
$20K +$20.4K +1,000 New
MFS
50
MSI Financial Services
Massachusetts
$12K +$12.3K +600 New
1
2
3

WFC.WS Hedge Fund Activity: Q1 2015 in Review

50 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q1 2015, worth a combined $525M — down 4.8% from $552M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new WFC.WS positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Castle Creek Arbitrage, adding an estimated $9.05M. The largest seller was Firefly Value Partners, cutting an estimated $14.1M.

  • 50 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q1 2015, up from 48 in Q4 2014.
  • Funds reported $525M of Wells Fargo & Company Ws stock for Q1 2015, down 4.8% quarter-over-quarter.
  • 4 funds opened new Wells Fargo & Company Ws positions in Q1 2015 and 2 closed out, a net change of +2 holders.
  • The largest Wells Fargo & Company Ws buyer in Q1 2015 was Castle Creek Arbitrage, an estimated $9.05M added.
  • The largest Wells Fargo & Company Ws seller in Q1 2015 was Firefly Value Partners, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2015.