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WFC.PRR

WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of 6.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Class A Preferred Stock, Series R

Delisted

WFC.PRR was delisted on the 14th of March, 2024.

5 hedge funds and large institutions have $17.1M invested in WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of 6.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Class A Preferred Stock, Series R in 2018 Q3 according to their latest regulatory filings, with funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more capital invested

Capital invested by funds: $8.16M → $17.1M (+$8.93M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

29% less funds holding

Funds holding: 75 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
5
Holders Change
-2
Holders Change %
-28.57%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
Increased
4
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIMS
1
FBL Investment Management Services
Iowa
$9.86M +$8.82M +320,000 +800%
RIG
2
Roosevelt Investment Group
New York
$4.31M +$10.6K +385 +0.2%
CW
3
Cobiz Wealth
Colorado
$1.76M +$164K +5,950 +10%
MCM
4
Mengis Capital Management
Oregon
$1.15M +$22.3K +808 +2%
SIM
5
Sonora Investment Management
Arizona
$3K
TCOV
6
Trust Company of Vermont
Vermont
-$38K -1,377 Closed
GT
7
Glenmede Trust
Pennsylvania
-$34K -1,250 Closed

WFC.PRR Hedge Fund Activity: Q3 2018 in Review

5 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of 6.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Class A Preferred Stock, Series R (WFC.PRR) for Q3 2018, worth a combined $17.1M — up 109% from $8.16M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of WFC.PRR and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 4 added.

The largest buyer was FBL Investment Management Services, adding an estimated $8.82M. The largest seller was Trust Company of Vermont, exiting entirely with an estimated $38K sold.

  • 5 institutional investors held WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of 6.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Class A Preferred Stock, Series R (WFC.PRR) as of Q3 2018, down from 7 in Q2 2018.
  • Funds reported $17.1M of WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of 6.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Class A Preferred Stock, Series R stock for Q3 2018, up 109% quarter-over-quarter.
  • 0 funds opened new WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of 6.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Class A Preferred Stock, Series R positions in Q3 2018 and 2 closed out, a net change of -2 holders.
  • The largest WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of 6.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Class A Preferred Stock, Series R buyer in Q3 2018 was FBL Investment Management Services, an estimated $8.82M added.
  • The largest WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of 6.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Class A Preferred Stock, Series R seller in Q3 2018 was Trust Company of Vermont, an estimated $38K sold.

Based on aggregated 13F filings for Q3 2018.