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WFC.WS

Wells Fargo & Company Ws

Delisted

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

42 hedge funds and large institutions have $410M invested in Wells Fargo & Company Ws in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 4342 (-1)

7% less capital invested

Capital invested by funds: $440M → $410M (-$29.1M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
1.05%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
4
Increased
8
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
SkyTop Capital Management
New Jersey
$766K -$4.82M -238,200 -87%
AUIM
27
Aegon USA Investment Management
Iowa
$560K
WAM
28
Wolverine Asset Management
Illinois
$508K -$260K -12,858 -36%
OFG
29
OTA Financial Group
New York
$468K
CG
30
Cutler Group
California
$427K
SGAM
31
Steinberg Global Asset Management
Florida
$425K -$57.6K -2,844 -13%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$289K
HCM
33
Hutner Capital Management
Vermont
$263K +$2.02K +100 +0.9%
LPL Financial
34
LPL Financial
California
$251K
ACPU
35
Arrowgrass Capital Partners (US)
Delaware
$233K
PCM
36
Prelude Capital Management
New York
$233K +$213K +10,500 New
Bank of America
37
Bank of America
North Carolina
$222K +$202K +10,000 New
Goldman Sachs
38
Goldman Sachs
New York
$209K
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$169K
UBS Group
40
UBS Group
Switzerland
$154K +$129K +6,384 +1,161%
PA
41
Parallel Advisors
California
$153K
DADC
42
D.A. Davidson & Co
Montana
$121K +$87.1K +4,300 +362%
FG
43
Fiduciary Group
Georgia
$27K
IA
44
IFP Advisors
Florida
$8K
OTPPB
45
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$19.6M -882,600 Closed
BIA
46
Biondo Investment Advisors
Pennsylvania
-$409K -30,000 Closed
WSL
47
Western Standard LLC
California
-$102K -4,585 Closed
Twin Tree Management
48
Twin Tree Management
Texas
-$58K -2,600 Closed
Creative Planning
49
Creative Planning
Kansas
-$9K -400 Closed

WFC.WS Hedge Fund Activity: Q2 2017 in Review

42 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q2 2017, worth a combined $410M — down 6.6% from $440M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of WFC.WS and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 8 added.

The largest buyer was CI Investments Inc, adding an estimated $14.7M. The largest seller was Highbridge Capital Management, cutting an estimated $23.7M.

  • 42 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q2 2017, down from 43 in Q1 2017.
  • Funds reported $410M of Wells Fargo & Company Ws stock for Q2 2017, down 6.6% quarter-over-quarter.
  • 4 funds opened new Wells Fargo & Company Ws positions in Q2 2017 and 5 closed out, a net change of -1 holder.
  • The largest Wells Fargo & Company Ws buyer in Q2 2017 was CI Investments Inc, an estimated $14.7M added.
  • The largest Wells Fargo & Company Ws seller in Q2 2017 was Highbridge Capital Management, an estimated $23.7M sold.

Based on aggregated 13F filings for Q2 2017.