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WELLS FARGO 7.5% NON CUMV PERP CONV
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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.

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
1
State Street
Massachusetts
$189M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$22.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$707M
4
Cohen & Steers
4
Cohen & Steers
New York
$18.3M
5
UIA
5
Ulland Investment Advisors
Minnesota
$12.5M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$19.4M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$100K
4
ACM
4
Advent Capital Management
New York
$212M
5
Jane Street
5
Jane Street
New York
$999K
Name Market Value Shares Shares
Change 		Shares
Change %
NEAM
26
New England Asset Management
Connecticut
$15.8M 13,275 – –
OA
27
Oxbow Advisors
Texas
$15.5M 13,078 +83 +0.6%
CAM
28
Camden Asset Management
California
$14.3M 12,000 +3,000 +33%
KIA
29
KCM Investment Advisors
California
$14M 11,781 -1,581 -12%
GGS
30
Galvin Gaustad & Stein
Arizona
$14M 11,778 +161 +1%
AllianceBernstein
31
AllianceBernstein
Tennessee
$12.5M 10,552 -200 -2%
UIA
32
Ulland Investment Advisors
Minnesota
$12.5M 10,532 +9,631 +1,069%
KAS
33
Kestra Advisory Services
Texas
$12.3M 10,402 +873 +9%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$10.7M 9,034 -525 -5%
JIC
35
JRM Investment Counsel
Nebraska
$10.4M 8,710 -2,257 -21%
SWP
36
Stratos Wealth Partners
Ohio
$9.6M 8,077 +125 +2%
RCM
37
RB Capital Management
Nevada
$9.47M 7,964 -181 -2%
RJA
38
Raymond James & Associates
Florida
$9.02M 7,583 +1,228 +19%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$8.39M 7,054 – –
UBS Group
40
UBS Group
Switzerland
$8.33M 7,003 +307 +5%
PCM
41
Palisade Capital Management
New Jersey
$8.28M 7,002 -16 -0.2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$7.62M 6,411 +1,523 +31%
CIC
43
Crawford Investment Counsel
Georgia
$7.53M 6,335 -76 -1%
Stifel Financial
44
Stifel Financial
Missouri
$7.38M 6,203 +27 +0.4%
CI
45
Conning Inc
Connecticut
$7.17M 6,065 – –
PMAM
46
Penn Mutual Asset Management
Pennsylvania
$7.13M 6,000 – –
Citigroup
47
Citigroup
New York
$7.12M 5,986 -18 -0.3%
LPL Financial
48
LPL Financial
California
$7M 5,886 +591 +11%
RA
49
Rational Advisors
New York
$6.42M 5,400 +300 +6%
NPF
50
Norris Perne & French
Michigan
$6.37M 5,355 -130 -2%
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