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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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52 hedge funds and large institutions have $334M invested in Wells Fargo & Company Ws in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

16% more funds holding

Funds holding: 45 → 52 (+7)

11% more capital invested

Capital invested by funds: $302M → $334M (+$32M)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
1.36%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
10
Increased
7
Reduced
11
Closed
3
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
-$604K

Top Buyers

Rank Fund Capital Flow
1
GAM
Gotham Asset Management
New York
+$12.8M
2
WAM
Wolverine Asset Management
Illinois
+$1.76M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$860K
4
SM
Salzhauer Michael
+$629K
5
ICM
Ionic Capital Management
New York
+$480K

Top Sellers

Rank Fund Capital Flow
1
FVP
Firefly Value Partners
Pennsylvania
-$10.5M
2
DSA
Davis Selected Advisers
Arizona
-$3.93M
3
MCM
Maltese Capital Management
New York
-$516K
4
Morgan Stanley
Morgan Stanley
New York
-$281K
5
VKH
Virtu KCG Holdings
New York
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCI
26
McDonald Capital Investors
California
$1.23M – – –
LWCA
27
Locust Wood Capital Advisers
New York
$1.11M -$10.2K -495 -0.9%
CIC
28
Chilton Investment Company
Connecticut
$984K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$903K +$29K +1,408 +3%
BIA
30
Biondo Investment Advisors
Pennsylvania
$886K -$13.2K -640 -1%
AUIM
31
Aegon USA Investment Management
Iowa
$768K – – –
PC
32
Pecaut & Co
Iowa
$660K – – –
RJA
33
Raymond James & Associates
Florida
$615K +$12.4K +600 +2%
ICM
34
Ionic Capital Management
New York
$476K +$480K +23,261 New
CG
35
Cutler Group
California
$394K +$397K +19,253 New
CAM
36
Carret Asset Management
New York
$388K -$20.6K -1,000 -5%
M&T Bank
37
M&T Bank
New York
$307K – – –
LPL Financial
38
LPL Financial
California
$302K +$326K +15,812 New
HDE
39
Hutner Daniel Ellsworth
$229K +$230K +11,175 New
MCTIC
40
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$213K – – –
Bank of America
41
Bank of America
North Carolina
$109K -$14.4K -700 -12%
Nomura Holdings
42
Nomura Holdings
Japan
$93K – – –
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$60K – – –
UBS Group
44
UBS Group
Switzerland
$38K +$6.35K +308 +20%
BAM
45
Brave Asset Management
New Jersey
$33K – – –
FG
46
Fiduciary Group
Georgia
$25K – – –
CAM
47
Chou Associates Management
Ontario, Canada
$20.4K – – –
JIC
48
Joel Isaacson & Co
New York
$20K – – –
PVH
49
Psagot Value Holdings
Israel
$20K – – –
MFS
50
MSI Financial Services
Massachusetts
$10K – – –
1
2
3

WFC.WS Hedge Fund Activity: Q4 2015 in Review

52 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q4 2015, worth a combined $334M — up 11% from $302M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WFC.WS positions and 3 closed out — a net gain of 7 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 Firefly Value Partners, cutting an estimated $10.5M.

  • 52 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q4 2015, up from 45 in Q3 2015.
  • Funds reported $334M of Wells Fargo & Company Ws stock for Q4 2015, up 11% quarter-over-quarter.
  • 10 funds opened new Wells Fargo & Company Ws positions in Q4 2015 and 3 closed out, a net change of +7 holders.
  • The largest Wells Fargo & Company Ws buyer in Q4 2015 was Gotham Asset Management, an estimated $12.8M added.
  • The largest Wells Fargo & Company Ws seller in Q4 2015 was Firefly Value Partners, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2015.