Wells Fargo & Company Ws
WFC.WS
WFC.WS was delisted on the 24th of October, 2018.
43 hedge funds and large institutions have $337M invested in Wells Fargo & Company Ws in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 10 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
1% less capital invested
Capital invested by funds: $342M → $337M (-$5.08M)
12% less funds holding
Funds holding: 49 → 43 (-6)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Gotham Asset Management
New York
|
+$8.99M |
| 2 |
B
BloombergSen
Toronto,
Ontario, Canada
|
+$7.39M |
| 3 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
+$1.08M |
| 4 |
Morgan Stanley
New York
|
+$886K |
| 5 |
CAM
Carret Asset Management
New York
|
+$311K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$8.47M |
| 2 |
NGA
New Generation Advisors
Manchester,
Massachusetts
|
-$6.18M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$4.33M |
| 4 |
JCP
Jabre Capital Partners
Geneva,
Switzerland
|
-$3.36M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$2.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citadel Advisors
Miami,
Florida
| – | -$8K | -587 | Closed |
|
52
Barclays
London,
United Kingdom
| – | -$5K | -394 | Closed |
|
|
SFM
53
Signature Financial Management
Norfolk,
Virginia
| – | -$3K | -200 | Closed |
|
WFC.WS Hedge Fund Activity: Q3 2013 in Review
43 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q3 2013, worth a combined $337M — down 1.5% from $342M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of WFC.WS and 6 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 14 added.
The largest buyer was Gotham Asset Management, opening a new position worth an estimated $8.99M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $8.47M sold.
- 43 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q3 2013, down from 49 in Q2 2013.
- Funds reported $337M of Wells Fargo & Company Ws stock for Q3 2013, down 1.5% quarter-over-quarter.
- 6 funds opened new Wells Fargo & Company Ws positions in Q3 2013 and 10 closed out, a net change of -4 holders.
- The largest Wells Fargo & Company Ws buyer in Q3 2013 was Gotham Asset Management, an estimated $8.99M added.
- The largest Wells Fargo & Company Ws seller in Q3 2013 was United Capital Financial Advisors, an estimated $8.47M sold.
Based on aggregated 13F filings for Q3 2013.