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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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32 hedge funds and large institutions have $396M invested in Wells Fargo & Company Ws in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $375M → $396M (+$21.2M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

11% less funds holding

Funds holding: 36 → 32 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.73%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
3
Increased
3
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$649K
2
AUIM
Aegon USA Investment Management
Iowa
+$580K
3
PC
Pecaut & Co
Iowa
+$366K
4
UBS Group
UBS Group
Switzerland
+$28.8K
5
BAM
Brave Asset Management
New Jersey
+$18.4K

Top Sellers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$48M
2
HCM
Highbridge Capital Management
New York
-$8.22M
3
EA
Echinus Advisors
New York
-$3.48M
4
Brown Advisory
Brown Advisory
Maryland
-$2.3M
5
BCM
Bluefin Capital Management
New York
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$209M -$48M -2,089,200 -22%
TP
2
Theleme Partners
United Kingdom
$53.6M – – –
CAM
3
Chou Associates Management
Ontario, Canada
$27.5M – – –
PCM
4
Punch Card Management
Florida
$27M – – –
WIM
5
Wittenberg Investment Management
Massachusetts
$16M -$1.3M -56,630 -9%
HP
6
Hosking Partners
United Kingdom
$14.3M – – –
GAM
7
Gotham Asset Management
New York
$11.8M – – –
Brown Advisory
8
Brown Advisory
Maryland
$7.15M -$2.3M -100,000 -28%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.69M – – –
GRQ
10
Gardner Russo & Quinn
Pennsylvania
$3.5M -$177K -7,700 -6%
MVP
11
Miller Value Partners
Florida
$3.44M – – –
ACM
12
Aquamarine Capital Management
New York
$3.02M – – –
MCI
13
McDonald Capital Investors
California
$1.65M – – –
UCFA
14
United Capital Financial Advisors
Texas
$1.61M -$636K -27,637 -32%
SC
15
Spindletop Capital
New York
$1.61M – – –
WAM
16
Wolverine Asset Management
Illinois
$1.48M +$649K +28,232 +111%
PC
17
Pecaut & Co
Iowa
$1.43M +$366K +15,900 +44%
SM
18
Salzhauer Michael
$1.04M – – –
Morgan Stanley
19
Morgan Stanley
New York
$856K -$217K -9,415 -23%
AUIM
20
Aegon USA Investment Management
Iowa
$693K +$580K +25,210 New
CG
21
Cutler Group
California
$531K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$357K – – –
SGAM
23
Steinberg Global Asset Management
Florida
$335K -$203K -8,846 -42%
HCM
24
Hutner Capital Management
Vermont
$329K – – –
LPL Financial
25
LPL Financial
California
$311K – – –
1
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WFC.WS Hedge Fund Activity: Q4 2017 in Review

32 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Company Ws (WFC.WS) for Q4 2017, worth a combined $396M — up 5.7% from $375M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WFC.WS and 3 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 3 added.

The largest buyer was Wolverine Asset Management, adding an estimated $649K. The largest seller was CI Investments Inc, cutting an estimated $48M.

  • 32 institutional investors held Wells Fargo & Company Ws (WFC.WS) as of Q4 2017, down from 36 in Q3 2017.
  • Funds reported $396M of Wells Fargo & Company Ws stock for Q4 2017, up 5.7% quarter-over-quarter.
  • 3 funds opened new Wells Fargo & Company Ws positions in Q4 2017 and 7 closed out, a net change of -4 holders.
  • The largest Wells Fargo & Company Ws buyer in Q4 2017 was Wolverine Asset Management, an estimated $649K added.
  • The largest Wells Fargo & Company Ws seller in Q4 2017 was CI Investments Inc, an estimated $48M sold.

Based on aggregated 13F filings for Q4 2017.