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WFC.PRP

WELLS FARGO & COMPANY SER P

Delisted

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

2 hedge funds and large institutions have $1.23M invested in WELLS FARGO & COMPANY SER P in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 22 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

48% less capital invested

Capital invested by funds: $2.37M → $1.23M (-$1.14M)

Holders
2
Holders Change
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
RFA
Reilly Financial Advisors
California
+$906K

Top Sellers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1
Reilly Financial Advisors
California
$922K +$906K +37,071 New
QIM
2
Quest Investment Management
Oregon
$304K
RIG
3
Roosevelt Investment Group
New York
-$2.08M -88,465 Closed

WFC.PRP Hedge Fund Activity: Q1 2015 in Review

2 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in WELLS FARGO & COMPANY SER P (WFC.PRP) for Q1 2015, worth a combined $1.23M — down 48% from $2.37M a quarter earlier.

Fund positioning in WFC.PRP was balanced in Q1 2015: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was Reilly Financial Advisors, opening a new position worth an estimated $906K. The largest seller was Roosevelt Investment Group, exiting entirely with an estimated $2.08M sold.

  • 2 institutional investors held WELLS FARGO & COMPANY SER P (WFC.PRP) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $1.23M of WELLS FARGO & COMPANY SER P stock for Q1 2015, down 48% quarter-over-quarter.
  • 1 fund opened new WELLS FARGO & COMPANY SER P positions in Q1 2015 and 1 closed out, a net change of 0 holders.
  • The largest WELLS FARGO & COMPANY SER P buyer in Q1 2015 was Reilly Financial Advisors, an estimated $906K added.
  • The largest WELLS FARGO & COMPANY SER P seller in Q1 2015 was Roosevelt Investment Group, an estimated $2.08M sold.

Based on aggregated 13F filings for Q1 2015.