We are live on ! Find out more
WFC.WS

Wells Fargo & Company Ws

Delisted

WFC.WS was delisted on the 24th of October, 2018.

43 hedge funds and large institutions have $407M invested in Wells Fargo & Company Ws in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

21% more capital invested

Capital invested by funds: $337M → $407M (+$70.3M)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
5
Increased
8
Reduced
10
Closed
5
Calls
$7.19M
Puts
Net Calls
+$7.19M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$95.6M +$6.87M +451,900 +8%
B
2
BloombergSen
Ontario, Canada
$63.1M +$3.74M +246,272 +7%
FVP
3
Firefly Value Partners
Pennsylvania
$46.6M
PI
4
Putnam Investments
Massachusetts
$26.1M -$6.08M -400,000 -19%
PCC
5
Punch Card Capital
Florida
$23.2M +$22.2M +1,459,516 New
FCM
6
Fairholme Capital Management
Florida
$21.3M
JCP
7
Jabre Capital Partners
Switzerland
$18.7M -$912K -60,000 -5%
CAM
8
Chou Associates Management
Ontario, Canada
$15.8M
TAM
9
Third Avenue Management
New York
$14.9M -$19.7K -1,297 -0.1%
OTPPB
10
Ontario Teachers' Pension Plan Board
Ontario, Canada
$14M
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$11.5M
UCFA
12
United Capital Financial Advisors
Texas
$10.2M +$9.75M +641,345 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$7.79M -$6.08K -400 -0.1%
DSA
14
Davis Selected Advisers
Arizona
$6.53M
Brown Advisory
15
Brown Advisory
Maryland
$5.67M
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$3.18M
GRQ
17
Gardner Russo & Quinn
Pennsylvania
$2.83M
AUIM
18
Aegon USA Investment Management
Iowa
$2.55M +$34.2K +2,250 +1%
CA
19
Continental Advisors
Utah
$2.02M
Wells Fargo
20
Wells Fargo
California
$1.77M
RA
21
Raffles Associates
New York
$1.68M -$196K -12,900 -11%
SIG
22
Schaller Investment Group
North Carolina
$1.59M
IFLIT
23
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.35M
SCIA
24
Sanibel Captiva Investment Advisers
Illinois
$1.24M
Morgan Stanley
25
Morgan Stanley
New York
$1.18M -$9.88K -650 -0.9%

WFC.WS Hedge Fund Activity: Q4 2013 in Review

43 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q4 2013, worth a combined $407M — up 21% from $337M a quarter earlier.

Fund positioning in WFC.WS was balanced in Q4 2013: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 10 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $9.75M. The largest seller was Gotham Asset Management, exiting entirely with an estimated $8.71M sold.

  • 43 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $407M of Wells Fargo & Company Ws stock for Q4 2013, up 21% quarter-over-quarter.
  • 5 funds opened new Wells Fargo & Company Ws positions in Q4 2013 and 5 closed out, a net change of 0 holders.
  • The largest Wells Fargo & Company Ws buyer in Q4 2013 was United Capital Financial Advisors, an estimated $9.75M added.
  • The largest Wells Fargo & Company Ws seller in Q4 2013 was Gotham Asset Management, an estimated $8.71M sold.

Based on aggregated 13F filings for Q4 2013.