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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

250 hedge funds and large institutions have $2.96B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
3.62%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
27
Increased
62
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$355M
2
SA
Stonebridge Advisors
Connecticut
$82.4M
3
First Trust Advisors
First Trust Advisors
Illinois
$182M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$64.3M
5
Victory Capital Management
Victory Capital Management
Texas
$113M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$57.6M
2
CAM
Camden Asset Management
California
$11M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$84.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19M
5
ACM
Advent Capital Management
New York
$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
USB
226
Union Savings Bank
Connecticut
$39K – – –
NS
227
NBC Securities
Alabama
$39K -$24.4K -20 -38%
AFG
228
Albion Financial Group
Utah
$30.5K – – –
GFPC
229
Global Financial Private Client
Florida
$30.3K – – –
ME
230
McIlrath & Eck
Washington
$27.7K +$1.2K +1 +5%
BFEC
231
Benjamin F. Edwards & Company
Missouri
$24K – – –
MCM
232
Manchester Capital Management
Vermont
$18.3K – – –
GA
233
GoalVest Advisory
New York
$18.3K – – –
EWA
234
EverSource Wealth Advisors
Alabama
$16K – – –
SWM
235
Spire Wealth Management
Virginia
$15.9K – – –
FSWA
236
Financial Synergies Wealth Advisors
Texas
$15.9K +$15.9K +13 New
PCMC
237
Planning Capital Management Corporation
Pennsylvania
$12.2K -$21.9K -18 -64%
HR
238
Howe & Rusling
New York
$12.2K – – –
PA
239
Parallel Advisors
California
$12.2K – – –
FFO
240
Fortitude Family Office
Arizona
$12.2K +$12.2K +10 New
GT
241
Glenmede Trust
Pennsylvania
$12.2K – – –
FWP
242
FAS Wealth Partners
Kansas
$11K – – –
AWM
243
Activest Wealth Management
Florida
$8.54K – – –
AWM
244
Avior Wealth Management
Nebraska
$8.54K +$8.54K +7 New
GIA
245
GHP Investment Advisors
Colorado
$7.32K – – –
CFFP
246
Center for Financial Planning
Michigan
$6.1K +$6.1K +5 New
MG
247
Mather Group
Illinois
$5.98K +$5.98K +5 New
HC
248
Hoese & Co
Minnesota
$5.9K – – –
ADL
249
Asset Dedication LLC
California
$4K – – –
JHCP
250
Jackson Hole Capital Partners
Oklahoma
$3.66K – – –
7 8 9
10
11