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Wells Fargo & Co Series Z Preferred Stock

2 hedge funds and large institutions have $127K invested in Wells Fargo & Co Series Z Preferred Stock in 2023 Q2 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 0.04% → 0.01% (-0.03%)

33% less funds holding

Funds holding: 3 → 2 (-1)

100% less capital inflows, than outflows

Capital inflows: $0 | Capital outflows: $539K

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
-$539K

WFC.PRZ Hedge Fund Activity: Q2 2023 in Review

2 of the 6,388 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo & Co Series Z Preferred Stock (WFC.PRZ) for Q2 2023, worth a combined $127K — down 81% from $667K a quarter earlier.

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

The largest seller was D.L. Carlson Investment Group, exiting entirely with an estimated $539K sold.

  • 2 institutional investors held Wells Fargo & Co Series Z Preferred Stock (WFC.PRZ) as of Q2 2023, down from 3 in Q1 2023.
  • Funds reported $127K of Wells Fargo & Co Series Z Preferred Stock stock for Q2 2023, down 81% quarter-over-quarter.
  • 0 funds opened new Wells Fargo & Co Series Z Preferred Stock positions in Q2 2023 and 1 closed out, a net change of -1 holder.
  • The largest Wells Fargo & Co Series Z Preferred Stock seller in Q2 2023 was D.L. Carlson Investment Group, an estimated $539K sold.

Based on aggregated 13F filings for Q2 2023.