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WFC.PRP

WELLS FARGO & COMPANY SER P
WFC.PRP

Delisted

WFC.PRP was delisted on the 12th of March, 2021.

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5 hedge funds and large institutions have $1.26M invested in WELLS FARGO & COMPANY SER P in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

67% more funds holding

Funds holding: 3 → 5 (+2)

48% more capital invested

Capital invested by funds: $854K → $1.26M (+$411K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$336K
2
MC
Mathes Company
New York
+$247K
3
PTC
Private Trust Company
Ohio
+$13.1K

Top Sellers

Rank Fund Capital Flow
1
RFA
Reilly Financial Advisors
California
-$100K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1
Reilly Financial Advisors
California
$624K -$100K -4,772 -13%
RIG
2
Roosevelt Investment Group
New York
$321K +$336K +15,965 New
MC
3
Mathes Company
New York
$237K +$247K +11,750 New
PR
4
Payden & Rygel
California
$70K – – –
PTC
5
Private Trust Company
Ohio
$13K +$13.1K +625 New

WFC.PRP Hedge Fund Activity: Q4 2013 in Review

5 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in WELLS FARGO & COMPANY SER P (WFC.PRP) for Q4 2013, worth a combined $1.26M — up 48% from $854K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new WFC.PRP positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Roosevelt Investment Group, opening a new position worth an estimated $336K. The largest seller was Reilly Financial Advisors, cutting an estimated $100K.

  • 5 institutional investors held WELLS FARGO & COMPANY SER P (WFC.PRP) as of Q4 2013, up from 3 in Q3 2013.
  • Funds reported $1.26M of WELLS FARGO & COMPANY SER P stock for Q4 2013, up 48% quarter-over-quarter.
  • 3 funds opened new WELLS FARGO & COMPANY SER P positions in Q4 2013 and 1 closed out, a net change of +2 holders.
  • The largest WELLS FARGO & COMPANY SER P buyer in Q4 2013 was Roosevelt Investment Group, an estimated $336K added.
  • The largest WELLS FARGO & COMPANY SER P seller in Q4 2013 was Reilly Financial Advisors, an estimated $100K sold.

Based on aggregated 13F filings for Q4 2013.