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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

255 hedge funds and large institutions have $2.85B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
–
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
24
Increased
72
Reduced
79
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UIA
Ulland Investment Advisors
Minnesota
$11.9M
2
State Street
State Street
Massachusetts
$77.5M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$714M
4
BlackRock
BlackRock
New York
$352M
5
First Trust Advisors
First Trust Advisors
Illinois
$190M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$21.9M
2
SA
Stonebridge Advisors
Connecticut
$43.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$17.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$9.44M
5
ACM
Advent Capital Management
New York
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
251
Hoese & Co
Minnesota
$5.97K – – –
ADL
252
Asset Dedication LLC
California
$3.58K – – –
MWM
253
Mascoma Wealth Management
New Hampshire
$3.58K – – –
ACA
254
American Capital Advisory
Idaho
$3.58K – – –
HNB
255
Huntington National Bank
Ohio
$3.53K – – –
RIL
256
Rothschild Investment LLC
Illinois
$2.39K – – –
NSIM
257
North Star Investment Management
Illinois
$2.39K – – –
Lazard Asset Management
258
Lazard Asset Management
New York
$1K – – –
Millennium Management
259
Millennium Management
New York
– -$35.6K -28,000 Closed
First Manhattan
260
First Manhattan
New York
– -$9.31M -7,260 Closed
Jane Street
261
Jane Street
New York
– -$2M -1,560 Closed
ACM
262
AlphaStar Capital Management
North Carolina
– -$577K -450 Closed
LFAS
263
Level Four Advisory Services
Texas
– -$361K -292 Closed
EM
264
ELCO Management
New York
– -$369K -288 Closed
RFN
265
RDA Financial Network
Iowa
– -$336K -262 Closed
BFG
266
Berger Financial Group
Minnesota
– -$258K -201 Closed
NFC
267
Northeast Financial Consultants
Connecticut
– -$237K -185 Closed
OWP
268
Obermeyer Wealth Partners
Colorado
– -$212K -165 Closed
IRM
269
Income Research & Management
Massachusetts
– -$211K -165 Closed
EH
270
Equitable Holdings
New York
– -$208K -162 Closed
NCM
271
Nelson Capital Management
California
– -$205K -160 Closed
RMDI
272
R.M. Davis Inc
Maine
– -$200K -156 Closed
IAS
273
IMA Advisory Services
Colorado
– -$109K -85 Closed
NS
274
NBC Securities
Alabama
– -$41K -32 Closed
JHCP
275
Jackson Hole Capital Partners
Oklahoma
– -$3.85K -3 Closed
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