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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 $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.

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$21.9M
2
SA
2
Stonebridge Advisors
Connecticut
$43.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17.5M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$9.44M
5
ACM
5
Advent Capital Management
New York
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGS
26
Galvin Gaustad & Stein
Arizona
$14.7M +$447K +374 +3%
KIA
27
KCM Investment Advisors
California
$13.7M -$555K -465 -4%
KAS
28
Kestra Advisory Services
Texas
$13.4M +$523K +438 +4%
AllianceBernstein
29
AllianceBernstein
Tennessee
$12.2M -$657K -550 -5%
UIA
30
Ulland Investment Advisors
Minnesota
$11.9M +$9.78M +8,191 +456%
PCM
31
Palisade Capital Management
New Jersey
$10.8M +$1.63M +1,389 +18%
SWP
32
Stratos Wealth Partners
Ohio
$10.4M +$233K +195 +2%
Raymond James Financial
33
Raymond James Financial
Florida
$9.95M +$9.95M +8,330 New
Stifel Financial
34
Stifel Financial
Missouri
$9.74M +$1.05M +876 +12%
RCM
35
RB Capital Management
Nevada
$9.67M +$27.5K +23 +0.3%
CIC
36
Crawford Investment Counsel
Georgia
$9.55M -$54.6K -46 -0.6%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$9.44M -$11M -8,572 Closed
UBS Group
38
UBS Group
Switzerland
$8.87M +$127K +106 +1%
RA
39
Rational Advisors
New York
$8.84M +$2.39M +2,000 +37%
LPL Financial
40
LPL Financial
California
$8.55M +$592K +496 +7%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$8.26M -$49.5K -42 -0.6%
JIC
42
JRM Investment Counsel
Nebraska
$8.19M +$84.8K +71 +1%
OA
43
Oxbow Advisors
Texas
$8.19M -$7.46M -6,247 -48%
Citigroup
44
Citigroup
New York
$7.35M -$217K -182 -3%
PMAM
45
Penn Mutual Asset Management
Pennsylvania
$7.17M – – –
CI
46
Conning Inc
Connecticut
$7.13M – – –
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$6.43M -$1.16M -969 -15%
KAM
48
Knightsbridge Asset Management
California
$6.15M +$1.13M +950 +23%
JFG
49
Jefferies Financial Group
New York
$6.07M +$793K +664 +15%
WAMC
50
Western Asset Management Company
California
$5.93M – – –
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