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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 $1.94M invested in WELLS FARGO & COMPANY SER P in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 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

25% more funds holding

Funds holding: 4 → 5 (+1)

18% less capital invested

Capital invested by funds: $2.35M → $1.94M (-$415K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QIM
Quest Investment Management
Oregon
+$203K
2
TAM
Tocqueville Asset Management
New York
+$23.2K

Top Sellers

Rank Fund Capital Flow
1
RFA
Reilly Financial Advisors
California
-$729K
2
MC
Mathes Company
New York
-$69.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
Roosevelt Investment Group
New York
$1.48M – – –
MC
2
Mathes Company
New York
$209K -$69.5K -3,000 -26%
QIM
3
Quest Investment Management
Oregon
$209K +$203K +8,760 New
TAM
4
Tocqueville Asset Management
New York
$24K +$23.2K +1,000 New
PTC
5
Private Trust Company
Ohio
$15K – – –
RFA
6
Reilly Financial Advisors
California
– -$729K -33,414 Closed

WFC.PRP Hedge Fund Activity: Q2 2014 in Review

5 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in WELLS FARGO & COMPANY SER P (WFC.PRP) for Q2 2014, worth a combined $1.94M — down 18% from $2.35M a quarter earlier.

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

The largest buyer was Quest Investment Management, opening a new position worth an estimated $203K. The largest seller was Reilly Financial Advisors, exiting entirely with an estimated $729K sold.

  • 5 institutional investors held WELLS FARGO & COMPANY SER P (WFC.PRP) as of Q2 2014, up from 4 in Q1 2014.
  • Funds reported $1.94M of WELLS FARGO & COMPANY SER P stock for Q2 2014, down 18% quarter-over-quarter.
  • 2 funds opened new WELLS FARGO & COMPANY SER P positions in Q2 2014 and 1 closed out, a net change of +1 holder.
  • The largest WELLS FARGO & COMPANY SER P buyer in Q2 2014 was Quest Investment Management, an estimated $203K added.
  • The largest WELLS FARGO & COMPANY SER P seller in Q2 2014 was Reilly Financial Advisors, an estimated $729K sold.

Based on aggregated 13F filings for Q2 2014.