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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 $5.14M invested in WELLS FARGO & COMPANY SERIES T in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 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

25% less capital invested

Capital invested by funds: $6.82M → $5.14M (-$1.67M)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

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
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maryland Capital Management
Maryland
+$188K
2
IWA
Intercontinental Wealth Advisors
Texas
+$25.2K

Top Sellers

Rank Fund Capital Flow
1
FCMC
Founders Capital Management (Connecticut)
Connecticut
-$1.52M
2
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
-$196K
3
FBB
Fulton Breakefield Broenniman
Maryland
-$36.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
Maryland Capital Management
Maryland
$2.38M +$188K +7,450 +9%
FBB
2
Fulton Breakefield Broenniman
Maryland
$1.61M -$36.3K -1,440 -2%
WFMPM
3
Woodley Farra Manion Portfolio Management
Indiana
$616K -$196K -7,770 -24%
WSFS
4
Wilmington Savings Fund Society
Delaware
$384K – – –
ECM
5
Estabrook Capital Management
New York
$66.6K – – –
SIM
6
Sonora Investment Management
Arizona
$50K – – –
IWA
7
Intercontinental Wealth Advisors
Texas
$25K +$25.2K +1,000 New
QAM
8
QCI Asset Management
New York
$8K – – –
FCMC
9
Founders Capital Management (Connecticut)
Connecticut
– -$1.52M -28,983 Closed

WFC.PRT Hedge Fund Activity: Q4 2018 in Review

8 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WELLS FARGO & COMPANY SERIES T (WFC.PRT) for Q4 2018, worth a combined $5.14M — down 25% from $6.82M a quarter earlier.

Fund positioning in WFC.PRT was balanced in Q4 2018: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 trimmed.

The largest buyer was Maryland Capital Management, adding an estimated $188K. The largest seller was Founders Capital Management (Connecticut), exiting entirely with an estimated $1.52M sold.

  • 8 institutional investors held WELLS FARGO & COMPANY SERIES T (WFC.PRT) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $5.14M of WELLS FARGO & COMPANY SERIES T stock for Q4 2018, down 25% quarter-over-quarter.
  • 1 fund opened new WELLS FARGO & COMPANY SERIES T positions in Q4 2018 and 1 closed out, a net change of 0 holders.
  • The largest WELLS FARGO & COMPANY SERIES T buyer in Q4 2018 was Maryland Capital Management, an estimated $188K added.
  • The largest WELLS FARGO & COMPANY SERIES T seller in Q4 2018 was Founders Capital Management (Connecticut), an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2018.