Wells Fargo & Company Ws
WFC.WS
WFC.WS was delisted on the 24th of October, 2018.
32 hedge funds and large institutions have $143M invested in Wells Fargo & Company Ws in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.
16% more capital invested
Capital invested by funds: $123M → $143M (+$19.7M)
0% more funds holding
Funds holding: 32 → 32 (0)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFG
OTA Financial Group
Purchase,
New York
|
+$1.35M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$646K |
| 3 |
Goldman Sachs
New York
|
+$192K |
| 4 |
SM
Salzhauer Michael
|
+$89.8K |
| 5 |
HCM
Hutner Capital Management
Manchester,
Vermont
|
+$49.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$898K |
| 2 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$402K |
| 3 |
WIM
Wittenberg Investment Management
Carlisle,
Massachusetts
|
-$214K |
| 4 |
GCM
Gator Capital Management
Tampa,
Florida
|
-$212K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $118K | – | – | – |
|
|
GBBWRPM
27
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $77K | – | – | – |
|
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $66K | -$204K | -10,000 | -77% |
|
|
VFA
29
Valeo Financial Advisors
Carmel,
Indiana
| $31K | – | – | – |
|
|
IWP
30
Icon Wealth Partners
Houston,
Texas
| $28K | +$23K | +1,125 | New |
|
31
UBS Group
Zurich,
Switzerland
| $26K | +$13.9K | +683 | +137% |
|
|
IP
32
Intellectus Partners
San Francisco,
California
| $9K | – | – | – |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $8K | – | – | – |
|
34
William Blair & Company
Chicago,
Illinois
| – | -$61K | -3,193 | Closed |
|
WFC.WS Hedge Fund Activity: Q2 2018 in Review
32 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q2 2018, worth a combined $143M — up 16% from $123M a quarter earlier.
Fund positioning in WFC.WS was balanced in Q2 2018: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 8 trimmed.
The largest buyer was OTA Financial Group, adding an estimated $1.35M. The largest seller was Wolverine Asset Management, cutting an estimated $898K.
- 32 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $143M of Wells Fargo & Company Ws stock for Q2 2018, up 16% quarter-over-quarter.
- 2 funds opened new Wells Fargo & Company Ws positions in Q2 2018 and 2 closed out, a net change of 0 holders.
- The largest Wells Fargo & Company Ws buyer in Q2 2018 was OTA Financial Group, an estimated $1.35M added.
- The largest Wells Fargo & Company Ws seller in Q2 2018 was Wolverine Asset Management, an estimated $898K sold.
Based on aggregated 13F filings for Q2 2018.