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Wells Fargo & Co Series DD Preferred Stock
WFC.PRD

4 hedge funds and large institutions have $315K invested in Wells Fargo & Co Series DD Preferred Stock in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more capital invested

Capital invested by funds: $136K → $315K (+$178K)

0.02% more ownership

Funds ownership: 0.01% → 0.03% (+0.02%)

0% more funds holding

Funds holding: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AT
Arlington Trust
Alabama
+$187K

Top Sellers

Rank Fund Capital Flow
1
KLWA
Kelly Lawrence W & Associates
California
-$4.83K
Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1
Arlington Trust
Alabama
$188K +$187K +10,000 New
ACA
2
Atlas Capital Advisors
Wyoming
$52.1K – – –
TIM
3
Thompson Investment Management
Wisconsin
$37.5K – – –
OPTFSNA
4
Old Point Trust & Financial Services N A
Virginia
$37.4K – – –
KLWA
5
Kelly Lawrence W & Associates
California
– -$4.83K -250 Closed

WFC.PRD Hedge Fund Activity: Q2 2024 in Review

4 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co Series DD Preferred Stock (WFC.PRD) for Q2 2024, worth a combined $315K — up 131% from $136K a quarter earlier.

Fund positioning in WFC.PRD was balanced in Q2 2024: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was Arlington Trust, opening a new position worth an estimated $187K. The largest seller was Kelly Lawrence W & Associates, exiting entirely with an estimated $4.83K sold.

  • 4 institutional investors held Wells Fargo & Co Series DD Preferred Stock (WFC.PRD) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $315K of Wells Fargo & Co Series DD Preferred Stock stock for Q2 2024, up 131% quarter-over-quarter.
  • 1 fund opened new Wells Fargo & Co Series DD Preferred Stock positions in Q2 2024 and 1 closed out, a net change of 0 holders.
  • The largest Wells Fargo & Co Series DD Preferred Stock buyer in Q2 2024 was Arlington Trust, an estimated $187K added.
  • The largest Wells Fargo & Co Series DD Preferred Stock seller in Q2 2024 was Kelly Lawrence W & Associates, an estimated $4.83K sold.

Based on aggregated 13F filings for Q2 2024.