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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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2 hedge funds and large institutions have $2.37M invested in WELLS FARGO & COMPANY SER P in 2014 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $1.68M → $2.37M (+$692K)

50% less funds holding

Funds holding: 4 → 2 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
2
Holders Change
-2
Holders Change %
-50%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$625K
2
QIM
Quest Investment Management
Oregon
+$47.2K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$18K
2
PTC
Private Trust Company
Ohio
-$14K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
Roosevelt Investment Group
New York
$2.08M +$625K +26,500 +43%
QIM
2
Quest Investment Management
Oregon
$287K +$47.2K +2,000 +20%
Ameriprise
3
Ameriprise
Minnesota
– -$18K -800 Closed
PTC
4
Private Trust Company
Ohio
– -$14K -625 Closed

WFC.PRP Hedge Fund Activity: Q4 2014 in Review

2 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in WELLS FARGO & COMPANY SER P (WFC.PRP) for Q4 2014, worth a combined $2.37M — up 41% from $1.68M a quarter earlier.

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

The largest buyer was Roosevelt Investment Group, adding an estimated $625K. The largest seller was Ameriprise, exiting entirely with an estimated $18K sold.

  • 2 institutional investors held WELLS FARGO & COMPANY SER P (WFC.PRP) as of Q4 2014, down from 4 in Q3 2014.
  • Funds reported $2.37M of WELLS FARGO & COMPANY SER P stock for Q4 2014, up 41% quarter-over-quarter.
  • 0 funds opened new WELLS FARGO & COMPANY SER P positions in Q4 2014 and 2 closed out, a net change of -2 holders.
  • The largest WELLS FARGO & COMPANY SER P buyer in Q4 2014 was Roosevelt Investment Group, an estimated $625K added.
  • The largest WELLS FARGO & COMPANY SER P seller in Q4 2014 was Ameriprise, an estimated $18K sold.

Based on aggregated 13F filings for Q4 2014.