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WFC.PRT

WELLS FARGO & COMPANY SERIES T
WFC.PRT

Delisted

WFC.PRT was delisted on the 14th of December, 2020.

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8 hedge funds and large institutions have $5.38M invested in WELLS FARGO & COMPANY SERIES T in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 8 → 8 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

6% less capital invested

Capital invested by funds: $5.73M → $5.38M (-$348K)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
8
Holders Change
–
Holders Change %
0%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCMC
Founders Capital Management (Connecticut)
Connecticut
+$126K
2
MCM
Maryland Capital Management
Maryland
+$65.7K

Top Sellers

Rank Fund Capital Flow
1
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
-$357K
2
CG
Colony Group
Massachusetts
-$56.8K
3
FBB
Fulton Breakefield Broenniman
Maryland
-$36.2K
4
SIM
Sonora Investment Management
Arizona
-$26.4K
5
WSFS
Wilmington Savings Fund Society
Delaware
-$5.14K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
Maryland Capital Management
Maryland
$1.88M +$65.7K +2,555 +4%
FBB
2
Fulton Breakefield Broenniman
Maryland
$1.69M -$36.2K -1,407 -2%
WFMPM
3
Woodley Farra Manion Portfolio Management
Indiana
$775K -$357K -13,891 -31%
WSFS
4
Wilmington Savings Fund Society
Delaware
$441K -$5.14K -200 -1%
CG
5
Colony Group
Massachusetts
$275K -$56.8K -2,210 -17%
FCMC
6
Founders Capital Management (Connecticut)
Connecticut
$251K +$126K +4,893 New
ECM
7
Estabrook Capital Management
New York
$67.6K – – –
QAM
8
QCI Asset Management
New York
$7K – – –
SIM
9
Sonora Investment Management
Arizona
– -$26.4K -1,000 Closed

WFC.PRT Hedge Fund Activity: Q1 2018 in Review

8 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WELLS FARGO & COMPANY SERIES T (WFC.PRT) for Q1 2018, worth a combined $5.38M — down 6.1% from $5.73M a quarter earlier.

Fund positioning in WFC.PRT was balanced in Q1 2018: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 4 trimmed.

The largest buyer was Founders Capital Management (Connecticut), opening a new position worth an estimated $126K. The largest seller was Woodley Farra Manion Portfolio Management, cutting an estimated $357K.

  • 8 institutional investors held WELLS FARGO & COMPANY SERIES T (WFC.PRT) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $5.38M of WELLS FARGO & COMPANY SERIES T stock for Q1 2018, down 6.1% quarter-over-quarter.
  • 1 fund opened new WELLS FARGO & COMPANY SERIES T positions in Q1 2018 and 1 closed out, a net change of 0 holders.
  • The largest WELLS FARGO & COMPANY SERIES T buyer in Q1 2018 was Founders Capital Management (Connecticut), an estimated $126K added.
  • The largest WELLS FARGO & COMPANY SERIES T seller in Q1 2018 was Woodley Farra Manion Portfolio Management, an estimated $357K sold.

Based on aggregated 13F filings for Q1 2018.