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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

255 hedge funds and large institutions have $3.12B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
3.69%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
24
Increased
81
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$59.8M
2
ACM
2
Advent Capital Management
New York
$233M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$4.56M
4
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$114M
5
BlackRock
5
BlackRock
New York
$370M

Top Sellers

1
State Street
1
State Street
Massachusetts
$74.4M
2
Victory Capital Management
2
Victory Capital Management
Texas
$90.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M
4
First Manhattan
4
First Manhattan
New York
$9.31M
5
UIA
5
Ulland Investment Advisors
Minnesota
$2.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
USB
226
Union Savings Bank
Connecticut
$41K – – –
NS
227
NBC Securities
Alabama
$41K – – –
Millennium Management
228
Millennium Management
New York
$35.6K +$35.6K +28,000 New
AFG
229
Albion Financial Group
Utah
$32.1K – – –
GFPC
230
Global Financial Private Client
Florida
$32.1K – – –
GBT
231
Grove Bank & Trust
Florida
$32.1K +$32.1K +25 New
ME
232
McIlrath & Eck
Washington
$30K – – –
GWM
233
Geneos Wealth Management
Colorado
$29.5K +$29.5K +23 New
CIAS
234
Capital Investment Advisory Services
North Carolina
$25.6K – – –
FFO
235
Fortitude Family Office
Arizona
$25.6K +$25.6K +20 New
GA
236
GoalVest Advisory
New York
$19.2K – – –
SWM
237
Spire Wealth Management
Virginia
$16.7K – – –
GT
238
Glenmede Trust
Pennsylvania
$12.8K – – –
PA
239
Parallel Advisors
California
$12.8K – – –
HR
240
Howe & Rusling
New York
$12.8K – – –
CPG
241
Cornerstone Planning Group
New Jersey
$12.2K – – –
PCMC
242
Planning Capital Management Corporation
Pennsylvania
$12.1K – – –
FWP
243
FAS Wealth Partners
Kansas
$11.5K – – –
AWM
244
Activest Wealth Management
Florida
$8.98K – – –
EWA
245
EverSource Wealth Advisors
Alabama
$8.98K +$2.56K +2 +40%
GIA
246
GHP Investment Advisors
Colorado
$7.69K – – –
CFFP
247
Center for Financial Planning
Michigan
$6.41K – – –
HC
248
Hoese & Co
Minnesota
$6.41K – – –
ADL
249
Asset Dedication LLC
California
$3.85K – – –
JHCP
250
Jackson Hole Capital Partners
Oklahoma
$3.85K – – –
7 8 9
10
11