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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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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
43
Holders Change
-6
Holders Change %
-12.24%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
6
Increased
14
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GAM
Gotham Asset Management
New York
+$8.99M
2
B
BloombergSen
Ontario, Canada
+$7.39M
3
CIC
Chilton Investment Company
Connecticut
+$1.08M
4
Morgan Stanley
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
Texas
-$8.47M
2
NGA
New Generation Advisors
Massachusetts
-$6.18M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$4.33M
4
JCP
Jabre Capital Partners
Switzerland
-$3.36M
5
PI
Putnam Investments
Massachusetts
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$78.5M -$2.38M -164,000 -3%
B
2
BloombergSen
Ontario, Canada
$48.7M +$7.39M +510,096 +17%
FVP
3
Firefly Value Partners
Pennsylvania
$41.1M – – –
PI
4
Putnam Investments
Massachusetts
$28.8M -$2.54M -175,000 -8%
FCM
5
Fairholme Capital Management
Florida
$18.9M – – –
JCP
6
Jabre Capital Partners
Switzerland
$17.3M -$3.36M -231,940 -16%
CAM
7
Chou Associates Management
Ontario, Canada
$14M – – –
TAM
8
Third Avenue Management
New York
$13.2M – – –
OTPPB
9
Ontario Teachers' Pension Plan Board
Ontario, Canada
$12.4M -$1.28M -88,000 -9%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$10.2M – – –
GAM
11
Gotham Asset Management
New York
$8.71M +$8.99M +620,000 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$6.91M -$341K -23,534 -5%
DSA
13
Davis Selected Advisers
Arizona
$5.76M -$339K -23,400 -5%
Brown Advisory
14
Brown Advisory
Maryland
$5M -$652K -45,000 -11%
ACI
15
AB CarVal Investors
Minnesota
$3.63M – – –
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$2.82M – – –
GRQ
17
Gardner Russo & Quinn
Pennsylvania
$2.5M – – –
AUIM
18
Aegon USA Investment Management
Iowa
$2.22M +$145K +10,000 +7%
CA
19
Continental Advisors
Utah
$1.8M – – –
RA
20
Raffles Associates
New York
$1.67M – – –
Wells Fargo
21
Wells Fargo
California
$1.56M – – –
SIG
22
Schaller Investment Group
North Carolina
$1.4M – – –
IFLIT
23
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.2M – – –
SCIA
24
Sanibel Captiva Investment Advisers
Illinois
$1.1M +$79.7K +5,500 +8%
Morgan Stanley
25
Morgan Stanley
New York
$1.05M +$886K +61,118 +440%
1
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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.