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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 %
ACA
251
American Capital Advisory
Idaho
$3.85K +$3.85K +3 New
MWM
252
Mascoma Wealth Management
New Hampshire
$3.85K +$3.85K +3 New
HNB
253
Huntington National Bank
Ohio
$3.84K -$2.56K -2 -40%
NSIM
254
North Star Investment Management
Illinois
$2.56K – – –
GEA
255
Glen Eagle Advisors
New Jersey
$2.56K – – –
RIL
256
Rothschild Investment LLC
Illinois
$2.56K – – –
HGERS
257
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
Lazard Asset Management
258
Lazard Asset Management
New York
$1K – – –
CCG
259
Coastwise Capital Group
California
– -$1.47M -24,790 Closed
Loomis, Sayles & Company
260
Loomis, Sayles & Company
Massachusetts
– -$100K -1,685 Closed
DZ Bank
261
DZ Bank
Germany
– -$1.19M -1,000 Closed
Northern Trust
262
Northern Trust
Illinois
– -$832K -700 Closed
IA
263
Icon Advisers
Colorado
– -$591K -500 Closed
IA
264
IFG Advisors
Missouri
– -$594K -500 Closed
HF
265
HRT Financial
New York
– -$400K -337 Closed
IAIM
266
International Assets Investment Management
Florida
– -$258K -217 Closed
IA
267
IFG Advisory
Georgia
– -$244K -205 Closed
AAS
268
Ameritas Advisory Services
Nebraska
– -$232K -195 Closed
FNBT
269
FineMark National Bank & Trust
Florida
– -$232K -195 Closed
Barclays
270
Barclays
United Kingdom
– -$206K -173 Closed
WAM
271
Wolverine Asset Management
Illinois
– -$119K -100 Closed
ATPW
272
Ashton Thomas Private Wealth
Arizona
– -$67.8K -57 Closed
TWP
273
Triad Wealth Partners
Kansas
– -$22.6K -19 Closed
MCM
274
Manchester Capital Management
Vermont
– -$17.8K -15 Closed
TSWM
275
Tyler-Stone Wealth Management
Ohio
– -$1.19K -1 Closed
7 8 9 10
11