WFC.PRL icon

WELLS FARGO 7.5% NON CUMV PERP CONV

242 hedge funds and large institutions have $2.97B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 87 reducing their positions, and 16 closing their positions.

Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.55%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
26
Increased
54
Reduced
87
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$18.6M 377,759 -255,129 -40%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
NEAM
28
New England Asset Management
Connecticut
$15.9M 13,275 -300 -2%
OA
29
Oxbow Advisors
Texas
$15.2M 12,753 -960 -7%
GGS
30
Galvin Gaustad & Stein
Arizona
$14.8M 12,378 -379 -3%
AllianceBernstein
31
AllianceBernstein
Tennessee
$13.7M 11,477 +605 +6%
JIC
32
JRM Investment Counsel
Nebraska
$13.3M 11,127 +540 +5%
Citigroup
33
Citigroup
New York
$12.3M 10,318 -859 -8%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$11.7M 9,756 -776 -7%
KAS
35
Kestra Advisory Services
Texas
$10.5M 8,744 +1,009 +13%
PCM
36
Palisade Capital Management
New Jersey
$9.87M 8,275 -238 -3%
RCM
37
RB Capital Management
Nevada
$9.73M 8,135 +21 +0.3%
AUIM
38
Aegon USA Investment Management
Iowa
-8,000 Closed
SWP
39
Stratos Wealth Partners
Ohio
$8.61M 7,205 +687 +11%
CIC
40
Crawford Investment Counsel
Georgia
$7.58M 6,341 +704 +12%
UBS Group
41
UBS Group
Switzerland
$7.35M 6,147 -30 -0.5%
CI
42
Conning Inc
Connecticut
$7.25M 6,065 -1,400 -19%
PMAM
43
Penn Mutual Asset Management
Pennsylvania
$7.17M 6,000
RJA
44
Raymond James & Associates
Florida
$7.11M 5,944 -49 -0.8%
Stifel Financial
45
Stifel Financial
Missouri
$6.9M 5,771 +941 +19%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$6.89M 5,766
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$6.78M 5,668 -367 -6%
NPF
48
Norris Perne & French
Michigan
$6.72M 5,622 +14 +0.2%
RA
49
Rational Advisors
New York
$6.1M 5,100 +900 +21%
WAMC
50
Western Asset Management Company
California
$5.94M 4,965 -900 -15%