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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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4 hedge funds and large institutions have $2.35M invested in WELLS FARGO & COMPANY SER P in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more capital invested

Capital invested by funds: $1.26M → $2.35M (+$1.09M)

20% less funds holding

Funds holding: 5 → 4 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$999K
2
RFA
Reilly Financial Advisors
California
+$52.9K

Top Sellers

Rank Fund Capital Flow
1
PR
Payden & Rygel
California
-$70K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
Roosevelt Investment Group
New York
$1.35M +$999K +46,000 +288%
RFA
2
Reilly Financial Advisors
California
$729K +$52.9K +2,436 +8%
MC
3
Mathes Company
New York
$256K – – –
PTC
4
Private Trust Company
Ohio
$14K – – –
PR
5
Payden & Rygel
California
– -$70K -3,500 Closed

WFC.PRP Hedge Fund Activity: Q1 2014 in Review

4 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in WELLS FARGO & COMPANY SER P (WFC.PRP) for Q1 2014, worth a combined $2.35M — up 86% from $1.26M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of WFC.PRP and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was Roosevelt Investment Group, adding an estimated $999K. The largest seller was Payden & Rygel, exiting entirely with an estimated $70K sold.

  • 4 institutional investors held WELLS FARGO & COMPANY SER P (WFC.PRP) as of Q1 2014, down from 5 in Q4 2013.
  • Funds reported $2.35M of WELLS FARGO & COMPANY SER P stock for Q1 2014, up 86% quarter-over-quarter.
  • 0 funds opened new WELLS FARGO & COMPANY SER P positions in Q1 2014 and 1 closed out, a net change of -1 holder.
  • The largest WELLS FARGO & COMPANY SER P buyer in Q1 2014 was Roosevelt Investment Group, an estimated $999K added.
  • The largest WELLS FARGO & COMPANY SER P seller in Q1 2014 was Payden & Rygel, an estimated $70K sold.

Based on aggregated 13F filings for Q1 2014.