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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 $451M invested in Wells Fargo & Company Ws in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

106% more capital invested

Capital invested by funds: $219M → $451M (+$232M)

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

12% more funds holding

Funds holding: 43 → 48 (+5)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.2%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.28%
New
13
Increased
10
Reduced
10
Closed
7
Calls
$775K
Puts
–
Net Calls
+$775K
Net Calls Change
+$770K

Top Buyers

Rank Fund Capital Flow
1
TP
Theleme Partners
United Kingdom
+$37.4M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$14.3M
3
CCA
Castle Creek Arbitrage
Colorado
+$7.77M
4
OFG
OTA Financial Group
New York
+$5.21M
5
BCM
Bluefin Capital Management
New York
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
MG
Magnolia Group
Nebraska
-$14.4M
2
UCFA
United Capital Financial Advisors
Texas
-$5.35M
3
EIG
EdgePoint Investment Group
Ontario, Canada
-$2.59M
4
ICM
Ionic Capital Management
New York
-$877K
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$784K
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
26
Spindletop Capital
New York
$1.07M – – –
Goldman Sachs
27
Goldman Sachs
New York
$1.05M +$860K +49,400 New
CIC
28
Chilton Investment Company
Connecticut
$1.02M – – –
SM
29
Salzhauer Michael
$809K – – –
PC
30
Pecaut & Co
Iowa
$772K – – –
Bank of America
31
Bank of America
North Carolina
$723K +$23.8K +1,365 +4%
SGAM
32
Steinberg Global Asset Management
Florida
$597K -$117K -6,731 -19%
AUIM
33
Aegon USA Investment Management
Iowa
$538K – – –
CG
34
Cutler Group
California
$410K – – –
RJA
35
Raymond James & Associates
Florida
$277K -$302K -17,325 -57%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$277K -$3.41K -196 -1%
M&T Bank
37
M&T Bank
New York
$261K -$47.8K -2,744 -18%
LPL Financial
38
LPL Financial
California
$251K +$5.7K +327 +3%
HCM
39
Hutner Capital Management
Vermont
$250K +$8.71K +500 +4%
CAM
40
Carret Asset Management
New York
$202K -$165K -9,475 -50%
CL
41
CSS LLC
Illinois
$164K – – –
PA
42
Parallel Advisors
California
$160K +$131K +7,500 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$147K +$697 +40 +0.5%
WSL
44
Western Standard LLC
California
$140K +$115K +6,585 New
Twin Tree Management
45
Twin Tree Management
Texas
$55K +$45.3K +2,600 New
UBS Group
46
UBS Group
Switzerland
$26K -$1.69K -97 -7%
FG
47
Fiduciary Group
Georgia
$26K – – –
DADC
48
D.A. Davidson & Co
Montana
$24K +$16.5K +948 +474%
IA
49
IFP Advisors
Florida
$7K – – –
FNBT
50
FineMark National Bank & Trust
Florida
$6K – – –
1
2
3

WFC.WS Hedge Fund Activity: Q4 2016 in Review

48 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q4 2016, worth a combined $451M — up 106% from $219M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WFC.WS positions and 7 closed out — a net gain of 6 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Theleme Partners, opening a new position worth an estimated $37.4M. The largest seller was Magnolia Group, cutting an estimated $14.4M.

  • 48 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q4 2016, up from 43 in Q3 2016.
  • Funds reported $451M of Wells Fargo & Company Ws stock for Q4 2016, up 106% quarter-over-quarter.
  • 13 funds opened new Wells Fargo & Company Ws positions in Q4 2016 and 7 closed out, a net change of +6 holders.
  • The largest Wells Fargo & Company Ws buyer in Q4 2016 was Theleme Partners, an estimated $37.4M added.
  • The largest Wells Fargo & Company Ws seller in Q4 2016 was Magnolia Group, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2016.