Wells Fargo & Co Series Z Preferred Stock
WFC.PRZ
6 hedge funds and large institutions have $5.08M invested in Wells Fargo & Co Series Z Preferred Stock in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.02% less ownership
Funds ownership: 0.3% → 0.27% (-0.02%)
14% less funds holding
Funds holding: 7 → 6 (-1)
67% less capital inflows, than outflows
Capital inflows: $186K | Capital outflows: $562K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.L. Carlson Investment Group
Concord,
New Hampshire
|
+$93.6K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$69.4K |
| 3 |
FWM
Filbrandt Wealth Management
Middleton,
Wisconsin
|
+$23.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Shapiro Capital Management
Atlanta,
Georgia
|
-$420K |
| 2 |
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
-$96.8K |
| 3 |
Ancora Advisors
Cleveland,
Ohio
|
-$45K |
WFC.PRZ Hedge Fund Activity: Q2 2020 in Review
6 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co Series Z Preferred Stock (WFC.PRZ) for Q2 2020, worth a combined $5.08M — up 1.6% from $5M a quarter earlier.
Fund positioning in WFC.PRZ was balanced in Q2 2020: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was D.L. Carlson Investment Group, adding an estimated $93.6K. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $420K sold.
- 6 institutional investors held Wells Fargo & Co Series Z Preferred Stock (WFC.PRZ) as of Q2 2020, down from 7 in Q1 2020.
- Funds reported $5.08M of Wells Fargo & Co Series Z Preferred Stock stock for Q2 2020, up 1.6% quarter-over-quarter.
- 2 funds opened new Wells Fargo & Co Series Z Preferred Stock positions in Q2 2020 and 2 closed out, a net change of 0 holders.
- The largest Wells Fargo & Co Series Z Preferred Stock buyer in Q2 2020 was D.L. Carlson Investment Group, an estimated $93.6K added.
- The largest Wells Fargo & Co Series Z Preferred Stock seller in Q2 2020 was Shapiro Capital Management, an estimated $420K sold.
Based on aggregated 13F filings for Q2 2020.