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Wells Fargo 7.5% Non Cumv Perp Conv

218 hedge funds and large institutions have $3.2B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2021 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,600% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 2

6,415% more capital invested

Capital invested by funds: $49.1M → $3.2B (+$3.15B)

1,553.75% more ownership

Funds ownership: 0.83%1,554.58% (+1,554%)

738% more funds holding

Funds holding: 26218 (+192)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
218
Holders Change
+192
Holders Change %
+738.46%
% of All Funds
3.35%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
% of All Funds
0.17%
New
194
Increased
3
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Palisade Capital Management
New Jersey
$20M +$20M +13,437 New
NEAM
27
New England Asset Management
Connecticut
$19.8M +$19.8M +13,275 New
AllianceBernstein
28
AllianceBernstein
Tennessee
$16.7M +$16.7M +11,223 New
UIA
29
Ulland Investment Advisors
Minnesota
$15.7M +$15.7M +10,515 New
OA
30
Oxbow Advisors
Texas
$15.6M +$334K +224 +2%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$15.1M +$15.1M +10,098 New
Calamos Advisors
32
Calamos Advisors
Illinois
$13.9M +$13.9M +9,351 New
RCM
33
RB Capital Management
Nevada
$12.9M +$12.9M +8,670 New
UBS Group
34
UBS Group
Switzerland
$12.8M +$12.8M +8,611 New
First Manhattan
35
First Manhattan
New York
$12.3M +$12.3M +8,275 New
AUIM
36
Aegon USA Investment Management
Iowa
$11.9M +$11.9M +8,000 New
Baird Financial Group
37
Baird Financial Group
Wisconsin
$11.8M +$11.8M +7,943 New
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$11.4M +$11.4M +7,620 New
P8IP
39
Pier 88 Investment Partners
California
$11.3M +$11.3M +7,578 New
WAMC
40
Western Asset Management Company
California
$10.2M +$10.2M +6,865 New
OCM
41
Oaktree Capital Management
California
$9.56M +$9.57M +6,417 New
Stifel Financial
42
Stifel Financial
Missouri
$9.36M +$9.36M +6,277 New
JIC
43
JRM Investment Counsel
Nebraska
$9.24M +$9.25M +6,200 New
PMAM
44
Penn Mutual Asset Management
Pennsylvania
$8.94M +$8.95M +6,000 New
CI
45
Conning Inc
Connecticut
$8.84M +$8.85M +5,930 New
NPF
46
Norris Perne & French
Michigan
$7.67M +$7.67M +5,144 New
Neuberger Berman Group
47
Neuberger Berman Group
New York
$7.54M +$7.54M +5,058 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
48
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.21M +$7.21M +4,835 New
RCYC
49
Richard C. Young & Co
Rhode Island
$7.03M -$95.5K -64 -1%
HCM
50
Hudson Capital Management
New Jersey
$6.32M +$6.33M +4,242 New

WFC.PRL Hedge Fund Activity: Q4 2021 in Review

218 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) for Q4 2021, worth a combined $3.2B — up 6,415% from $49.1M a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new WFC.PRL positions and 2 closed out — a net gain of 192 holders — while 3 added to existing stakes and 9 trimmed.

The largest buyer was Verition Fund Management, opening a new position worth an estimated $84.3B. The largest seller was F/M Investments, exiting entirely with an estimated $2.43M sold.

  • 218 institutional investors held Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) as of Q4 2021, up from 26 in Q3 2021.
  • Funds reported $3.2B of Wells Fargo 7.5% Non Cumv Perp Conv stock for Q4 2021, up 6,415% quarter-over-quarter.
  • 194 funds opened new Wells Fargo 7.5% Non Cumv Perp Conv positions in Q4 2021 and 2 closed out, a net change of +192 holders.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv buyer in Q4 2021 was Verition Fund Management, an estimated $84.3B added.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv seller in Q4 2021 was F/M Investments, an estimated $2.43M sold.

Based on aggregated 13F filings for Q4 2021.