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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 %
HGERS
251
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
TSWM
252
Tyler-Stone Wealth Management
Ohio
$1.19K – – –
Lazard Asset Management
253
Lazard Asset Management
New York
$1K +$1K +145 New
Mirae Asset Global Investments
254
Mirae Asset Global Investments
South Korea
– -$84.3M -75,705 Closed
KFS
255
Keynote Financial Services
Connecticut
– -$505K -23,250 Closed
RVPG
256
Relative Value Partners Group
– -$4.16M -3,441 Closed
SG Americas Securities
257
SG Americas Securities
New York
– -$3.66M -3,000 Closed
WPP
258
Whalerock Point Partners
Rhode Island
– -$3.25M -2,667 Closed
FMI
259
F/M Investments
District of Columbia
– -$902K -740 Closed
TSS
260
Two Sigma Securities
New York
– -$886K -727 Closed
ZA
261
Zazove Associates
Nevada
– -$833K -687 Closed
BSW
262
Buckingham Strategic Wealth
Missouri
– -$769K -631 Closed
UCFA
263
United Capital Financial Advisors
Texas
– -$488K -400 Closed
PWP
264
Principle Wealth Partners
Connecticut
– -$456K -374 Closed
HWM
265
Heirloom Wealth Management
Colorado
– -$382K -313 Closed
CIC
266
Carnegie Investment Counsel
Ohio
– -$275K -226 Closed
WCM
267
WealthBridge Capital Management
Ohio
– -$224K -184 Closed
IRM
268
Income Research & Management
Massachusetts
– -$201K -165 Closed
OWP
269
Obermeyer Wealth Partners
Colorado
– -$201K -165 Closed
JAG
270
Journey Advisory Group
Kentucky
– -$201K -165 Closed
BBI
271
Baxter Bros Inc
Connecticut
– -$202K -165 Closed
GBT
272
Grove Bank & Trust
Florida
– -$54.9K -45 Closed
GJWM
273
Gilliland Jeter Wealth Management
Arkansas
– -$42.3K -35 Closed
LWANC
274
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$39K -32 Closed
FSWA
275
Financial Synergies Wealth Advisors
Texas
– -$15.9K -13 Closed
8 9 10
11
12