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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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5 hedge funds and large institutions have $9.89M invested in WELLS FARGO & COMPANY SERIES T in 2020 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

29% less funds holding

Funds holding: 7 → 5 (-2)

46% less capital invested

Capital invested by funds: $18.2M → $9.89M (-$8.32M)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

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
1
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCMC
Founders Capital Management (Connecticut)
Connecticut
+$354K

Top Sellers

Rank Fund Capital Flow
1
WSFS
Wilmington Savings Fund Society
Delaware
-$335K
2
ECM
Estabrook Capital Management
New York
-$56.8K
3
SIM
Sonora Investment Management
Arizona
-$43.5K
4
IWA
Intercontinental Wealth Advisors
Texas
-$25K
5
QAM
QCI Asset Management
New York
-$6.38K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCMC
1
Founders Capital Management (Connecticut)
Connecticut
$9.86M +$354K +13,973 +4%
ECM
2
Estabrook Capital Management
New York
$10.4K -$56.8K -2,244 -85%
SIM
3
Sonora Investment Management
Arizona
$7K -$43.5K -1,719 -86%
GT
4
Glenmede Trust
Pennsylvania
$6K – – –
QAM
5
QCI Asset Management
New York
$1K -$6.38K -252 -86%
WSFS
6
Wilmington Savings Fund Society
Delaware
– -$335K -13,150 Closed
IWA
7
Intercontinental Wealth Advisors
Texas
– -$25K -1,000 Closed

WFC.PRT Hedge Fund Activity: Q1 2020 in Review

5 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WELLS FARGO & COMPANY SERIES T (WFC.PRT) for Q1 2020, worth a combined $9.89M — down 46% from $18.2M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of WFC.PRT and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 1 added.

The largest buyer was Founders Capital Management (Connecticut), adding an estimated $354K. The largest seller was Wilmington Savings Fund Society, exiting entirely with an estimated $335K sold.

  • 5 institutional investors held WELLS FARGO & COMPANY SERIES T (WFC.PRT) as of Q1 2020, down from 7 in Q4 2019.
  • Funds reported $9.89M of WELLS FARGO & COMPANY SERIES T stock for Q1 2020, down 46% quarter-over-quarter.
  • 0 funds opened new WELLS FARGO & COMPANY SERIES T positions in Q1 2020 and 2 closed out, a net change of -2 holders.
  • The largest WELLS FARGO & COMPANY SERIES T buyer in Q1 2020 was Founders Capital Management (Connecticut), an estimated $354K added.
  • The largest WELLS FARGO & COMPANY SERIES T seller in Q1 2020 was Wilmington Savings Fund Society, an estimated $335K sold.

Based on aggregated 13F filings for Q1 2020.