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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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32 hedge funds and large institutions have $396M invested in Wells Fargo & Company Ws in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $375M → $396M (+$21.2M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

11% less funds holding

Funds holding: 36 → 32 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.73%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
3
Increased
3
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$649K
2
AUIM
Aegon USA Investment Management
Iowa
+$580K
3
PC
Pecaut & Co
Iowa
+$366K
4
UBS Group
UBS Group
Switzerland
+$28.8K
5
BAM
Brave Asset Management
New Jersey
+$18.4K

Top Sellers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$48M
2
HCM
Highbridge Capital Management
New York
-$8.22M
3
EA
Echinus Advisors
New York
-$3.48M
4
Brown Advisory
Brown Advisory
Maryland
-$2.3M
5
BCM
Bluefin Capital Management
New York
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$275K – – –
Goldman Sachs
27
Goldman Sachs
New York
$258K -$11.5K -500 -5%
PA
28
Parallel Advisors
California
$206K – – –
UBS Group
29
UBS Group
Switzerland
$82K +$28.8K +1,254 +72%
VFA
30
Valeo Financial Advisors
Indiana
$34K – – –
IWP
31
Icon Wealth Partners
Texas
$29K +$25.9K +1,125 New
BAM
32
Brave Asset Management
New Jersey
$22K +$18.4K +800 New
IA
33
IFP Advisors
Florida
$10K – – –
HCM
34
Highbridge Capital Management
New York
– -$8.22M -380,400 Closed
EA
35
Echinus Advisors
New York
– -$3.48M -161,165 Closed
BCM
36
Bluefin Capital Management
New York
– -$1.45M -67,340 Closed
BCM
37
Bowie Capital Management
Texas
– -$970K -45,000 Closed
ACPU
38
Arrowgrass Capital Partners (US)
Delaware
– -$226K -10,500 Closed
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
– -$164K -7,615 Closed
William Blair & Company
40
William Blair & Company
Illinois
– -$105K -4,893 Closed
1
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WFC.WS Hedge Fund Activity: Q4 2017 in Review

32 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q4 2017, worth a combined $396M — up 5.7% from $375M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WFC.WS and 3 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 3 added.

The largest buyer was Wolverine Asset Management, adding an estimated $649K. The largest seller was CI Investments Inc, cutting an estimated $48M.

  • 32 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q4 2017, down from 36 in Q3 2017.
  • Funds reported $396M of Wells Fargo & Company Ws stock for Q4 2017, up 5.7% quarter-over-quarter.
  • 3 funds opened new Wells Fargo & Company Ws positions in Q4 2017 and 7 closed out, a net change of -4 holders.
  • The largest Wells Fargo & Company Ws buyer in Q4 2017 was Wolverine Asset Management, an estimated $649K added.
  • The largest Wells Fargo & Company Ws seller in Q4 2017 was CI Investments Inc, an estimated $48M sold.

Based on aggregated 13F filings for Q4 2017.