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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

250 hedge funds and large institutions have $3.03B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
–
Holders Change %
0%
% of All Funds
3.64%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
26
Increased
61
Reduced
75
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
$189M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$22.5M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$707M
4
Cohen & Steers
Cohen & Steers
New York
$18.3M
5
UIA
Ulland Investment Advisors
Minnesota
$12.5M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.4M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$100K
4
ACM
Advent Capital Management
New York
$212M
5
Jane Street
Jane Street
New York
$999K
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
226
McIlrath & Eck
Washington
$27.4K – – –
BFEC
227
Benjamin F. Edwards & Company
Missouri
$24K – – –
CIAS
228
Capital Investment Advisory Services
North Carolina
$23.8K -$59.4K -50 -71%
TWP
229
Triad Wealth Partners
Kansas
$22.6K +$22.6K +19 New
MCM
230
Manchester Capital Management
Vermont
$17.8K – – –
GA
231
GoalVest Advisory
New York
$17.8K – – –
Jones Financial Companies
232
Jones Financial Companies
Missouri
$17.8K +$17.8K +15 New
SWM
233
Spire Wealth Management
Virginia
$15.5K – – –
CPG
234
Cornerstone Planning Group
New Jersey
$12.1K +$12.1K +10 New
PA
235
Parallel Advisors
California
$11.9K – – –
PCMC
236
Planning Capital Management Corporation
Pennsylvania
$11.9K – – –
HR
237
Howe & Rusling
New York
$11.9K – – –
GT
238
Glenmede Trust
Pennsylvania
$11.9K – – –
FWP
239
FAS Wealth Partners
Kansas
$10.7K – – –
AWM
240
Activest Wealth Management
Florida
$8.32K – – –
GIA
241
GHP Investment Advisors
Colorado
$7.13K – – –
EWA
242
EverSource Wealth Advisors
Alabama
$6.01K -$10.8K -9 -64%
CFFP
243
Center for Financial Planning
Michigan
$5.95K – – –
HNB
244
Huntington National Bank
Ohio
$5.91K +$2.37K +2 +67%
HC
245
Hoese & Co
Minnesota
$5.83K – – –
ADL
246
Asset Dedication LLC
California
$3.57K – – –
JHCP
247
Jackson Hole Capital Partners
Oklahoma
$3.57K – – –
GEA
248
Glen Eagle Advisors
New Jersey
$2.38K – – –
NSIM
249
North Star Investment Management
Illinois
$2.38K – – –
RIL
250
Rothschild Investment LLC
Illinois
$2.38K +$2.38K +2 New
8 9
10
11 12