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WFC.WS

Wells Fargo & Company Ws

Delisted

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

50 hedge funds and large institutions have $535M invested in Wells Fargo & Company Ws in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more capital invested

Capital invested by funds: $525M → $535M (+$9.9M)

0% more funds holding

Funds holding: 5050 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
1.35%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
4
Increased
8
Reduced
10
Closed
3
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$4.45M
Name Holding Trade Value Shares
Change
Change in
Stake
BMO
26
Beck Mack & Oliver
New York
$1.5M
SGAM
27
Steinberg Global Asset Management
Florida
$1.4M +$201K +9,195 +17%
MCI
28
McDonald Capital Investors
California
$1.35M
LWCA
29
Locust Wood Capital Advisers
New York
$1.23M
JP Morgan Chase
30
JP Morgan Chase
New York
$1M +$90.4K +4,144 +10%
JCP
31
Jabre Capital Partners
Switzerland
$998K -$5.24M -240,000 -83%
BIA
32
Biondo Investment Advisors
Pennsylvania
$987K -$5.78K -265 -0.6%
PC
33
Pecaut & Co
Iowa
$780K +$21.8K +1,000 +3%
RJA
34
Raymond James & Associates
Florida
$642K -$8.73K -400 -1%
SM
35
Salzhauer Michael
$594K
WAM
36
Wolverine Asset Management
Illinois
$455K +$445K +20,403 New
CAM
37
Carret Asset Management
New York
$449K
Bank of New York Mellon
38
Bank of New York Mellon
New York
$216K +$210K +9,622 New
Nomura Holdings
39
Nomura Holdings
Japan
$101K
Bank of America
40
Bank of America
North Carolina
$79K -$23K -1,053 -23%
BAM
41
Brave Asset Management
New Jersey
$36K
IWMPD
42
Integrated Wealth Management (Palm Desert)
California
$31K
FG
43
Fiduciary Group
Georgia
$27K +$26.2K +1,200 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$25K
JIC
45
Joel Isaacson & Co
New York
$22K
PVH
46
Psagot Value Holdings
Israel
$22K
MFS
47
MSI Financial Services
Massachusetts
$11K -$2.18K -100 -17%
UBS Group
48
UBS Group
Switzerland
$7K -$630K -28,856 -99%
Wells Fargo
49
Wells Fargo
California
$7K +$7.09K +325 New
TRCT
50
Tower Research Capital (TRC)
New York
$1K

WFC.WS Hedge Fund Activity: Q2 2015 in Review

50 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q2 2015, worth a combined $535M — up 1.9% from $525M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new WFC.WS positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Bluefin Capital Management, adding an estimated $1.81M. The largest seller was Gotham Asset Management, exiting entirely with an estimated $12.7M sold.

  • 50 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $535M of Wells Fargo & Company Ws stock for Q2 2015, up 1.9% quarter-over-quarter.
  • 4 funds opened new Wells Fargo & Company Ws positions in Q2 2015 and 3 closed out, a net change of +1 holder.
  • The largest Wells Fargo & Company Ws buyer in Q2 2015 was Bluefin Capital Management, an estimated $1.81M added.
  • The largest Wells Fargo & Company Ws seller in Q2 2015 was Gotham Asset Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q2 2015.