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WFC.PRN

WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat
WFC.PRN

Delisted

WFC.PRN was delisted on the 14th of June, 2021.

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11 hedge funds and large institutions have $4.27M invested in WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

69% more capital invested

Capital invested by funds: $2.52M → $4.27M (+$1.74M)

10% more funds holding

Funds holding: 10 → 11 (+1)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
11
Holders Change
+1
Holders Change %
+10%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCMK
Paragon Capital Management (Kansas)
Kansas
+$877K
2
SOAMC
Spirit of America Management Corp
New York
+$553K
3
Ameriprise
Ameriprise
Minnesota
+$282K

Top Sellers

Rank Fund Capital Flow
1
CNB
City National Bank
California
-$59.6K
2
CFA
Carroll Financial Associates
North Carolina
-$38K
3
RFA
Reilly Financial Advisors
California
-$11.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCMK
1
Paragon Capital Management (Kansas)
Kansas
$873K +$877K +41,045 New
Ameriprise
2
Ameriprise
Minnesota
$784K +$282K +13,180 +56%
RFA
3
Reilly Financial Advisors
California
$708K -$11.3K -530 -2%
SOAMC
4
Spirit of America Management Corp
New York
$551K +$553K +25,900 New
RIG
5
Roosevelt Investment Group
New York
$503K – – –
SCM
6
Sterling Capital Management
North Carolina
$340K – – –
CNB
7
City National Bank
California
$236K -$59.6K -2,790 -20%
NCM
8
Nelson Capital Management
California
$106K – – –
QAM
9
QCI Asset Management
New York
$79K – – –
AA
10
Apriem Advisors
California
$57K – – –
WRM
11
Westport Resources Management
Connecticut
$32K – – –
CFA
12
Carroll Financial Associates
North Carolina
– -$38K -1,920 Closed

WFC.PRN Hedge Fund Activity: Q1 2014 in Review

11 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat (WFC.PRN) for Q1 2014, worth a combined $4.27M — up 69% from $2.52M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new WFC.PRN positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Paragon Capital Management (Kansas), opening a new position worth an estimated $877K. The largest seller was City National Bank, cutting an estimated $59.6K.

  • 11 institutional investors held WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat (WFC.PRN) as of Q1 2014, up from 10 in Q4 2013.
  • Funds reported $4.27M of WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat stock for Q1 2014, up 69% quarter-over-quarter.
  • 2 funds opened new WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat positions in Q1 2014 and 1 closed out, a net change of +1 holder.
  • The largest WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat buyer in Q1 2014 was Paragon Capital Management (Kansas), an estimated $877K added.
  • The largest WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat seller in Q1 2014 was City National Bank, an estimated $59.6K sold.

Based on aggregated 13F filings for Q1 2014.