We are live on ! Find out more
WFC.WS

Wells Fargo & Company Ws

Delisted

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

48 hedge funds and large institutions have $552M invested in Wells Fargo & Company Ws in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more capital invested

Capital invested by funds: $493M → $552M (+$58.3M)

12% more funds holding

Funds holding: 4348 (+5)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
10
Increased
7
Reduced
11
Closed
2
Calls
$7.08M
Puts
Net Calls
+$7.08M
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$139M -$3.29M -159,819 -2%
B
2
BloombergSen
Ontario, Canada
$85.5M +$1.96M +95,000 +2%
FVP
3
Firefly Value Partners
Pennsylvania
$61.4M -$1.11M -53,900 -2%
PCM
4
Punch Card Management
Florida
$31.2M +$30.1M +1,459,516 New
FCM
5
Fairholme Capital Management
Florida
$27.7M -$1.06M -51,200 -4%
PI
6
Putnam Investments
Massachusetts
$26.5M
TAM
7
Third Avenue Management
New York
$25.4M +$5.08M +246,673 +26%
CAM
8
Chou Associates Management
Ontario, Canada
$21.3M
OTPPB
9
Ontario Teachers' Pension Plan Board
Ontario, Canada
$18.9M
UCFA
10
United Capital Financial Advisors
Texas
$15.9M +$2.45M +118,950 +19%
GAM
11
Gotham Asset Management
New York
$13.2M +$12.8M +620,000 New
JCP
12
Jabre Capital Partners
Switzerland
$9.33M
DSA
13
Davis Selected Advisers
Arizona
$9.28M -$268K -12,990 -3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$7.72M -$1.66M -80,500 -18%
Brown Advisory
15
Brown Advisory
Maryland
$7.7M
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$7.59M
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$4.26M
EA
18
Echinus Advisors
New York
$3.83M +$3.69M +179,161 New
GRQ
19
Gardner Russo & Quinn
Pennsylvania
$3.8M
AUIM
20
Aegon USA Investment Management
Iowa
$3.43M
SC
21
Spindletop Capital
New York
$2.99M +$2.89M +140,000 New
BCM
22
Bluefin Capital Management
New York
$2.98M +$2.88M +139,513 New
ACM
23
Aquamarine Capital Management
New York
$2.34M +$2.27M +110,000 New
RA
24
Raffles Associates
New York
$2.26M
LVP
25
Limestone Value Partners
Texas
$2.18M +$2.11M +102,197 New

WFC.WS Hedge Fund Activity: Q4 2014 in Review

48 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q4 2014, worth a combined $552M — up 12% from $493M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WFC.WS positions and 2 closed out — a net gain of 8 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was Gotham Asset Management, opening a new position worth an estimated $12.8M. The largest seller was CI Investments Inc, cutting an estimated $3.29M.

  • 48 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q4 2014, up from 43 in Q3 2014.
  • Funds reported $552M of Wells Fargo & Company Ws stock for Q4 2014, up 12% quarter-over-quarter.
  • 10 funds opened new Wells Fargo & Company Ws positions in Q4 2014 and 2 closed out, a net change of +8 holders.
  • The largest Wells Fargo & Company Ws buyer in Q4 2014 was Gotham Asset Management, an estimated $12.8M added.
  • The largest Wells Fargo & Company Ws seller in Q4 2014 was CI Investments Inc, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2014.