Wells Fargo & Company Ws
WFC.WS
WFC.WS was delisted on the 24th of October, 2018.
28 hedge funds and large institutions have $88.1M invested in Wells Fargo & Company Ws in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 8 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
13% less funds holding
Funds holding: 32 → 28 (-4)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
38% less capital invested
Capital invested by funds: $143M → $88.1M (-$55.1M)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$642K |
| 2 |
GCM
Gator Capital Management
Tampa,
Florida
|
+$283K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$253K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$175K |
| 5 |
WIM
Wittenberg Investment Management
Carlisle,
Massachusetts
|
+$89.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Chou Associates Management
Toronto,
Ontario, Canada
|
-$22M |
| 2 |
TP
Theleme Partners
London,
United Kingdom
|
-$15.5M |
| 3 |
MVP
Miller Value Partners
Sarasota,
Florida
|
-$2.75M |
| 4 |
Morgan Stanley
New York
|
-$1.91M |
| 5 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$1.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $57K | -$57.1K | -2,400 | -45% |
|
|
VFA
27
Valeo Financial Advisors
Carmel,
Indiana
| $21K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $7K | – | – | – |
|
|
BFC
29
Bedel Financial Consulting
Indianapolis,
Indiana
| $1K | +$2.14K | +90 | New |
|
|
CAM
30
Chou Associates Management
Toronto,
Ontario, Canada
| – | -$22M | -997,500 | Closed |
|
|
MVP
31
Miller Value Partners
Sarasota,
Florida
| – | -$2.75M | -125,000 | Closed |
|
|
GRQ
32
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| – | -$1.8M | -81,785 | Closed |
|
|
AUIM
33
Aegon USA Investment Management
Cedar Rapids,
Iowa
| – | -$484K | -25,210 | Closed |
|
34
Goldman Sachs
New York
| – | -$207K | -9,400 | Closed |
|
|
GBBWRPM
35
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| – | -$77K | -3,500 | Closed |
|
|
IWP
36
Icon Wealth Partners
Houston,
Texas
| – | -$28K | -1,125 | Closed |
|
|
IP
37
Intellectus Partners
San Francisco,
California
| – | -$9K | -400 | Closed |
|
WFC.WS Hedge Fund Activity: Q3 2018 in Review
28 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q3 2018, worth a combined $88.1M — down 38% from $143M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of WFC.WS and 4 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 5 added.
The largest buyer was Russell Investments Group, opening a new position worth an estimated $642K. The largest seller was Chou Associates Management, exiting entirely with an estimated $22M sold.
- 28 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q3 2018, down from 32 in Q2 2018.
- Funds reported $88.1M of Wells Fargo & Company Ws stock for Q3 2018, down 38% quarter-over-quarter.
- 4 funds opened new Wells Fargo & Company Ws positions in Q3 2018 and 8 closed out, a net change of -4 holders.
- The largest Wells Fargo & Company Ws buyer in Q3 2018 was Russell Investments Group, an estimated $642K added.
- The largest Wells Fargo & Company Ws seller in Q3 2018 was Chou Associates Management, an estimated $22M sold.
Based on aggregated 13F filings for Q3 2018.