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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

230 hedge funds and large institutions have $3.4B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 20 closing their positions.

Holders
230
Holders Change
-7
Holders Change %
-2.95%
% of All Funds
3.63%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
15
Increased
58
Reduced
74
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Amundi
1
Amundi
France
$770M
2
ACM
2
Advent Capital Management
New York
$205M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$111M
4
State Street
4
State Street
Massachusetts
$95M
5
BlackRock
5
BlackRock
New York
$250M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$25.4M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$70.6M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$522M
4
RCYC
4
Richard C. Young & Co
Rhode Island
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
226
Concord Wealth Partners
Virginia
$5.76K 5 – –
JHCP
227
Jackson Hole Capital Partners
Oklahoma
$3.46K 3 – –
ADL
228
Asset Dedication LLC
California
$3K 3 – –
GEA
229
Glen Eagle Advisors
New Jersey
$2.3K 2 – –
NSIM
230
North Star Investment Management
Illinois
$2.3K 2 – –
AF
231
Advisornet Financial
Minnesota
$2.3K 2 – –
RCYC
232
Richard C. Young & Co
Rhode Island
– – -4,349 Closed
Jane Street
233
Jane Street
New York
– – -3,363 Closed
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
– – -1,257 Closed
IA
235
Icon Advisers
Colorado
– – -1,189 Closed
CF
236
Centaurus Financial
California
– – -639 Closed
Brown Advisory
237
Brown Advisory
Maryland
– – -370 Closed
M&T Bank
238
M&T Bank
New York
– – -265 Closed
Cerity Partners
239
Cerity Partners
New York
– – -229 Closed
AAS
240
Ameritas Advisory Services
Nebraska
– – -210 Closed
AWA
241
Arete Wealth Advisors
Illinois
– – -188 Closed
FAIM
242
Financial Advocates Investment Management
Washington
– – -183 Closed
BAG
243
Bridgewealth Advisory Group
California
– – -172 Closed
OWP
244
Obermeyer Wealth Partners
Colorado
– – -171 Closed
GFL
245
Granite FO LLC
New Hampshire
– – -100 Closed
BAM
246
Belpointe Asset Management
Nevada
– – -85 Closed
PCM
247
Pointe Capital Management
Michigan
– – -55 Closed
PCA
248
Providence Capital Advisors
North Carolina
– – -26 Closed
EI
249
Ellevest Inc
New York
– – -15 Closed
RCM
250
Raleigh Capital Management
North Carolina
– – -10 Closed
7 8 9
10
11