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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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43 hedge funds and large institutions have $440M invested in Wells Fargo & Company Ws in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $451M → $440M (-$11.4M)

10% less funds holding

Funds holding: 48 → 43 (-5)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
1.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.22%
New
6
Increased
7
Reduced
14
Closed
11
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$773K

Top Buyers

Rank Fund Capital Flow
1
HCM
Highbridge Capital Management
New York
+$26.2M
2
TP
Theleme Partners
United Kingdom
+$20.2M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$3.63M
4
MVP
Miller Value Partners
Florida
+$2.55M
5
SCM
SkyTop Capital Management
New Jersey
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$28.6M
2
PCM
Punch Card Management
Florida
-$13.5M
3
CCA
Castle Creek Arbitrage
Colorado
-$9.56M
4
UCFA
United Capital Financial Advisors
Texas
-$7.64M
5
OFG
OTA Financial Group
New York
-$6.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
AUIM
26
Aegon USA Investment Management
Iowa
$559K – – –
SGAM
27
Steinberg Global Asset Management
Florida
$488K -$139K -5,991 -21%
OFG
28
OTA Financial Group
New York
$468K -$6.44M -277,992 -93%
CG
29
Cutler Group
California
$427K – – –
BIA
30
Biondo Investment Advisors
Pennsylvania
$409K +$695K +30,000 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$288K – – –
HCM
32
Hutner Capital Management
Vermont
$260K – – –
BCM
33
Bowie Capital Management
Texas
$257K +$269K +11,600 New
LPL Financial
34
LPL Financial
California
$249K – – –
ACPU
35
Arrowgrass Capital Partners (US)
Delaware
$233K +$243K +10,500 New
Goldman Sachs
36
Goldman Sachs
New York
$209K -$927K -40,000 -81%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$169K -$927 -40 -0.5%
PA
38
Parallel Advisors
California
$162K – – –
WSL
39
Western Standard LLC
California
$102K -$46.3K -2,000 -30%
Twin Tree Management
40
Twin Tree Management
Texas
$58K – – –
FG
41
Fiduciary Group
Georgia
$27K – – –
DADC
42
D.A. Davidson & Co
Montana
$26K +$927 +40 +3%
UBS Group
43
UBS Group
Switzerland
$12K -$15.1K -653 -54%
Creative Planning
44
Creative Planning
Kansas
$9K +$9.27K +400 New
IA
45
IFP Advisors
Florida
$8K – – –
CCA
46
Castle Creek Arbitrage
Colorado
– -$9.56M -446,441 Closed
FRM
47
Fore Research & Management
New York
– -$4.18M -196,000 Closed
VIA
48
Vantis Investment Advisers
Florida
– -$1.66M -78,000 Closed
LWCA
49
Locust Wood Capital Advisers
New York
– -$1.11M -52,030 Closed
CIC
50
Chilton Investment Company
Connecticut
– -$1.02M -48,000 Closed
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WFC.WS Hedge Fund Activity: Q1 2017 in Review

43 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q1 2017, worth a combined $440M — down 2.5% from $451M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WFC.WS and 6 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 7 added.

The largest buyer was Highbridge Capital Management, adding an estimated $26.2M. The largest seller was Wolverine Asset Management, cutting an estimated $28.6M.

  • 43 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q1 2017, down from 48 in Q4 2016.
  • Funds reported $440M of Wells Fargo & Company Ws stock for Q1 2017, down 2.5% quarter-over-quarter.
  • 6 funds opened new Wells Fargo & Company Ws positions in Q1 2017 and 11 closed out, a net change of -5 holders.
  • The largest Wells Fargo & Company Ws buyer in Q1 2017 was Highbridge Capital Management, an estimated $26.2M added.
  • The largest Wells Fargo & Company Ws seller in Q1 2017 was Wolverine Asset Management, an estimated $28.6M sold.

Based on aggregated 13F filings for Q1 2017.