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WELLS FARGO 7.5% NON CUMV PERP CONV
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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.

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 %
OA
26
Oxbow Advisors
Texas
$16.8M +$37.2K +29 +0.2%
GGS
27
Galvin Gaustad & Stein
Arizona
$15.3M +$217K +169 +1%
KIA
28
KCM Investment Advisors
California
$15.3M +$191K +149 +1%
KAS
29
Kestra Advisory Services
Texas
$13.9M +$517K +403 +4%
AllianceBernstein
30
AllianceBernstein
Tennessee
$13.8M +$256K +200 +2%
CAM
31
Camden Asset Management
California
$12.8M -$2.51M -1,965 -16%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$11M -$592K -462 -5%
SWP
33
Stratos Wealth Partners
Ohio
$10.9M +$536K +418 +5%
RCM
34
RB Capital Management
Nevada
$10.3M +$137K +107 +1%
CIC
35
Crawford Investment Counsel
Georgia
$10.3M +$2.24M +1,755 +28%
PCM
36
Palisade Capital Management
New Jersey
$10M +$1.1M +858 +12%
RJA
37
Raymond James & Associates
Florida
$9.84M +$122K +95 +1%
UBS Group
38
UBS Group
Switzerland
$9.39M +$408K +318 +5%
Stifel Financial
39
Stifel Financial
Missouri
$9.34M +$1.39M +1,084 +17%
First Manhattan
40
First Manhattan
New York
$9.31M -$13.7M -10,669 -60%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$9.01M – – –
JIC
42
JRM Investment Counsel
Nebraska
$8.71M -$2.46M -1,919 -22%
LPL Financial
43
LPL Financial
California
$8.54M +$994K +775 +13%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$8.15M -$75.7K -59 -0.9%
Citigroup
45
Citigroup
New York
$8.12M +$445K +347 +6%
CI
46
Conning Inc
Connecticut
$7.77M – – –
PMAM
47
Penn Mutual Asset Management
Pennsylvania
$7.69M – – –
RA
48
Rational Advisors
New York
$6.92M – – –
NPF
49
Norris Perne & French
Michigan
$6.32M -$544K -424 -8%
WAMC
50
Western Asset Management Company
California
$6.31M – – –
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