Wells Fargo & Co Series Z Preferred Stock
WFC.PRZ
7 hedge funds and large institutions have $7.88M invested in Wells Fargo & Co Series Z Preferred Stock in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,773% more capital inflows, than outflows
Capital inflows: $2.45M | Capital outflows: $131K
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
0.12% more ownership
Funds ownership: 0.27% → 0.39% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IR
IAT Reinsurance
New York
|
+$1.96M |
| 2 |
Edge Wealth Management
New York
|
+$196K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$141K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$135K |
| 5 |
D.L. Carlson Investment Group
Concord,
New Hampshire
|
+$24.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
-$108K |
| 2 |
FWM
Filbrandt Wealth Management
Middleton,
Wisconsin
|
-$23K |
WFC.PRZ Hedge Fund Activity: Q3 2020 in Review
7 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co Series Z Preferred Stock (WFC.PRZ) for Q3 2020, worth a combined $7.88M — up 55% from $5.08M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WFC.PRZ positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was IAT Reinsurance, adding an estimated $1.96M. The largest seller was Founders Capital Management (Connecticut), cutting an estimated $108K.
- 7 institutional investors held Wells Fargo & Co Series Z Preferred Stock (WFC.PRZ) as of Q3 2020, up from 6 in Q2 2020.
- Funds reported $7.88M of Wells Fargo & Co Series Z Preferred Stock stock for Q3 2020, up 55% quarter-over-quarter.
- 2 funds opened new Wells Fargo & Co Series Z Preferred Stock positions in Q3 2020 and 1 closed out, a net change of +1 holder.
- The largest Wells Fargo & Co Series Z Preferred Stock buyer in Q3 2020 was IAT Reinsurance, an estimated $1.96M added.
- The largest Wells Fargo & Co Series Z Preferred Stock seller in Q3 2020 was Founders Capital Management (Connecticut), an estimated $108K sold.
Based on aggregated 13F filings for Q3 2020.