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WFC.WS

Wells Fargo & Company Ws

Delisted

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

36 hedge funds and large institutions have $375M invested in Wells Fargo & Company Ws in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

9% less capital invested

Capital invested by funds: $410M → $375M (-$35.8M)

14% less funds holding

Funds holding: 4236 (-6)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
36
Holders Change
-6
Holders Change %
-14.29%
% of All Funds
0.9%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
2
Increased
10
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Cutler Group
California
$415K
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$280K
HCM
28
Hutner Capital Management
Vermont
$258K +$2.95K +150 +1%
LPL Financial
29
LPL Financial
California
$244K
ACPU
30
Arrowgrass Capital Partners (US)
Delaware
$226K
Bank of America
31
Bank of America
North Carolina
$216K
Goldman Sachs
32
Goldman Sachs
New York
$213K +$9.85K +500 +5%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$164K
PA
34
Parallel Advisors
California
$155K
William Blair & Company
35
William Blair & Company
Illinois
$105K +$96.4K +4,893 New
UBS Group
36
UBS Group
Switzerland
$37K -$102K -5,201 -75%
VFA
37
Valeo Financial Advisors
Indiana
$27K +$24.6K +1,250 New
IA
38
IFP Advisors
Florida
$8K
MG
39
Magnolia Group
Nebraska
-$6.14M -276,560 Closed
CCM
40
Concourse Capital Management
Georgia
-$3.79M -170,940 Closed
ACM
41
Adalta Capital Management
New York
-$955K -43,000 Closed
SCM
42
SkyTop Capital Management
New Jersey
-$766K -34,500 Closed
OFG
43
OTA Financial Group
New York
-$468K -21,100 Closed
PCM
44
Prelude Capital Management
New York
-$233K -10,500 Closed
DADC
45
D.A. Davidson & Co
Montana
-$121K -5,488 Closed
FG
46
Fiduciary Group
Georgia
-$27K -1,200 Closed

WFC.WS Hedge Fund Activity: Q3 2017 in Review

36 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q3 2017, worth a combined $375M — down 8.7% from $410M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WFC.WS and 2 opened new positions — a net loss of 6 holders — while 5 trimmed existing stakes and 10 added.

The largest buyer was Highbridge Capital Management, adding an estimated $5.59M. The largest seller was Theleme Partners, cutting an estimated $20.5M.

  • 36 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q3 2017, down from 42 in Q2 2017.
  • Funds reported $375M of Wells Fargo & Company Ws stock for Q3 2017, down 8.7% quarter-over-quarter.
  • 2 funds opened new Wells Fargo & Company Ws positions in Q3 2017 and 8 closed out, a net change of -6 holders.
  • The largest Wells Fargo & Company Ws buyer in Q3 2017 was Highbridge Capital Management, an estimated $5.59M added.
  • The largest Wells Fargo & Company Ws seller in Q3 2017 was Theleme Partners, an estimated $20.5M sold.

Based on aggregated 13F filings for Q3 2017.