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WFC.WS

Wells Fargo & Company Ws

Delisted

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

46 hedge funds and large institutions have $477M invested in Wells Fargo & Company Ws in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

17% more capital invested

Capital invested by funds: $407M → $477M (+$69.7M)

7% more funds holding

Funds holding: 4346 (+3)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

14% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $12.6M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
1.33%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
6
Increased
8
Reduced
9
Closed
2
Calls
$10.8M
Puts
$12.6M
Net Calls
-$1.78M
Net Calls Change
-$8.97M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$118M +$4.91M +288,700 +5%
B
2
BloombergSen
Ontario, Canada
$79M +$2.08M +122,465 +3%
FVP
3
Firefly Value Partners
Pennsylvania
$54.6M
PCC
4
Punch Card Capital
Florida
$27.2M
PI
5
Putnam Investments
Massachusetts
$26.7M -$3.69M -217,300 -13%
FCM
6
Fairholme Capital Management
Florida
$25.1M
CAM
7
Chou Associates Management
Ontario, Canada
$18.6M
TAM
8
Third Avenue Management
New York
$17.5M -$36.5K -2,148 -0.2%
OTPPB
9
Ontario Teachers' Pension Plan Board
Ontario, Canada
$16.5M
JCP
10
Jabre Capital Partners
Switzerland
$15.3M -$6.12M -360,000 -30%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$13.5M
UCFA
12
United Capital Financial Advisors
Texas
$11.7M -$209K -12,309 -2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$8.24M -$850K -50,000 -10%
DSA
14
Davis Selected Advisers
Arizona
$7.65M
Brown Advisory
15
Brown Advisory
Maryland
$6.66M +$17K +1,000 +0.3%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$3.73M
GRQ
17
Gardner Russo & Quinn
Pennsylvania
$3.31M
AUIM
18
Aegon USA Investment Management
Iowa
$2.99M
CA
19
Continental Advisors
Utah
$2.38M
Wells Fargo
20
Wells Fargo
California
$2.07M
RA
21
Raffles Associates
New York
$1.97M
SIG
22
Schaller Investment Group
North Carolina
$1.86M
IFLIT
23
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.59M
Morgan Stanley
24
Morgan Stanley
New York
$1.57M +$165K +9,730 +13%
BMO
25
Beck Mack & Oliver
New York
$1.28M -$17K -1,000 -1%

WFC.WS Hedge Fund Activity: Q1 2014 in Review

46 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q1 2014, worth a combined $477M — up 17% from $407M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WFC.WS positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was CI Investments Inc, adding an estimated $4.91M. The largest seller was Jabre Capital Partners, cutting an estimated $6.12M.

  • 46 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q1 2014, up from 43 in Q4 2013.
  • Funds reported $477M of Wells Fargo & Company Ws stock for Q1 2014, up 17% quarter-over-quarter.
  • 6 funds opened new Wells Fargo & Company Ws positions in Q1 2014 and 2 closed out, a net change of +4 holders.
  • The largest Wells Fargo & Company Ws buyer in Q1 2014 was CI Investments Inc, an estimated $4.91M added.
  • The largest Wells Fargo & Company Ws seller in Q1 2014 was Jabre Capital Partners, an estimated $6.12M sold.

Based on aggregated 13F filings for Q1 2014.