Wells Fargo & Company Ws
WFC.WS
WFC.WS was delisted on the 24th of October, 2018.
50 hedge funds and large institutions have $535M invested in Wells Fargo & Company Ws in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2% more capital invested
Capital invested by funds: $525M → $535M (+$9.9M)
0% more funds holding
Funds holding: 50 → 50 (0)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
+$1.81M |
| 2 |
B
BloombergSen
Toronto,
Ontario, Canada
|
+$1M |
| 3 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
+$545K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$445K |
| 5 |
Morgan Stanley
New York
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Gotham Asset Management
New York
|
-$12.7M |
| 2 |
FCM
Fairholme Capital Management
South Miami,
Florida
|
-$11.9M |
| 3 |
JCP
Jabre Capital Partners
Geneva,
Switzerland
|
-$5.24M |
| 4 |
D.E. Shaw & Co
New York
|
-$3.54M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$2.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
51
Gotham Asset Management
New York
| – | -$12.7M | -620,000 | Closed |
|
|
52
D.E. Shaw & Co
New York
| – | -$3.54M | -173,200 | Closed |
|
|
CIC
53
Chilton Investment Company
Stamford,
Connecticut
| – | -$984K | -48,000 | Closed |
|
WFC.WS Hedge Fund Activity: Q2 2015 in Review
50 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q2 2015, worth a combined $535M — up 1.9% from $525M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WFC.WS positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Bluefin Capital Management, adding an estimated $1.81M. The largest seller was Gotham Asset Management, exiting entirely with an estimated $12.7M sold.
- 50 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $535M of Wells Fargo & Company Ws stock for Q2 2015, up 1.9% quarter-over-quarter.
- 4 funds opened new Wells Fargo & Company Ws positions in Q2 2015 and 3 closed out, a net change of +1 holder.
- The largest Wells Fargo & Company Ws buyer in Q2 2015 was Bluefin Capital Management, an estimated $1.81M added.
- The largest Wells Fargo & Company Ws seller in Q2 2015 was Gotham Asset Management, an estimated $12.7M sold.
Based on aggregated 13F filings for Q2 2015.