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Wells Fargo & Co Series Z Preferred Stock
WFC.PRZ

5 hedge funds and large institutions have $5.25M invested in Wells Fargo & Co Series Z Preferred Stock in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more capital inflows, than outflows

Capital inflows: $3.8M | Capital outflows: $1.88M

0.09% more ownership

Funds ownership: 0.16% → 0.25% (+0.09%)

17% less funds holding

Funds holding: 6 → 5 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bramshill Investments
Bramshill Investments
Florida
+$3.8M

Top Sellers

Rank Fund Capital Flow
1
Founders Capital Management (Connecticut)
Founders Capital Management (Connecticut)
Connecticut
-$1.85M
2
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
-$33K

WFC.PRZ Hedge Fund Activity: Q3 2021 in Review

5 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co Series Z Preferred Stock (WFC.PRZ) for Q3 2021, worth a combined $5.25M — up 57% from $3.33M a quarter earlier.

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

The largest buyer was Bramshill Investments, opening a new position worth an estimated $3.8M. The largest seller was Founders Capital Management (Connecticut), exiting entirely with an estimated $1.85M sold.

  • 5 institutional investors held Wells Fargo & Co Series Z Preferred Stock (WFC.PRZ) as of Q3 2021, down from 6 in Q2 2021.
  • Funds reported $5.25M of Wells Fargo & Co Series Z Preferred Stock stock for Q3 2021, up 57% quarter-over-quarter.
  • 1 fund opened new Wells Fargo & Co Series Z Preferred Stock positions in Q3 2021 and 2 closed out, a net change of -1 holder.
  • The largest Wells Fargo & Co Series Z Preferred Stock buyer in Q3 2021 was Bramshill Investments, an estimated $3.8M added.
  • The largest Wells Fargo & Co Series Z Preferred Stock seller in Q3 2021 was Founders Capital Management (Connecticut), an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2021.