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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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9 hedge funds and large institutions have $20.1M invested in WELLS FARGO & COMPANY SERIES T in 2019 Q3 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $21M → $20.1M (-$933K)

10% less funds holding

Funds holding: 10 → 9 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
9
Holders Change
-1
Holders Change %
-10%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
–
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCMC
Founders Capital Management (Connecticut)
Connecticut
+$70.1K
2
MCM
Maryland Capital Management
Maryland
+$65K

Top Sellers

Rank Fund Capital Flow
1
FBB
Fulton Breakefield Broenniman
Maryland
-$1.64M
2
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
-$64K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCMC
1
Founders Capital Management (Connecticut)
Connecticut
$16.2M +$70.1K +2,743 +0.8%
MCM
2
Maryland Capital Management
Maryland
$2.81M +$65K +2,545 +2%
WFMPM
3
Woodley Farra Manion Portfolio Management
Indiana
$536K -$64K -2,505 -11%
WSFS
4
Wilmington Savings Fund Society
Delaware
$332K – – –
ECM
5
Estabrook Capital Management
New York
$66.9K – – –
SIM
6
Sonora Investment Management
Arizona
$50K – – –
IWA
7
Intercontinental Wealth Advisors
Texas
$25K – – –
QAM
8
QCI Asset Management
New York
$7K – – –
GT
9
Glenmede Trust
Pennsylvania
$6 – – –
FBB
10
Fulton Breakefield Broenniman
Maryland
– -$1.64M -63,944 Closed

WFC.PRT Hedge Fund Activity: Q3 2019 in Review

9 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WELLS FARGO & COMPANY SERIES T (WFC.PRT) for Q3 2019, worth a combined $20.1M — down 4.4% from $21M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of WFC.PRT and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.

The largest buyer was Founders Capital Management (Connecticut), adding an estimated $70.1K. The largest seller was Fulton Breakefield Broenniman, exiting entirely with an estimated $1.64M sold.

  • 9 institutional investors held WELLS FARGO & COMPANY SERIES T (WFC.PRT) as of Q3 2019, down from 10 in Q2 2019.
  • Funds reported $20.1M of WELLS FARGO & COMPANY SERIES T stock for Q3 2019, down 4.4% quarter-over-quarter.
  • 0 funds opened new WELLS FARGO & COMPANY SERIES T positions in Q3 2019 and 1 closed out, a net change of -1 holder.
  • The largest WELLS FARGO & COMPANY SERIES T buyer in Q3 2019 was Founders Capital Management (Connecticut), an estimated $70.1K added.
  • The largest WELLS FARGO & COMPANY SERIES T seller in Q3 2019 was Fulton Breakefield Broenniman, an estimated $1.64M sold.

Based on aggregated 13F filings for Q3 2019.