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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$5.97M +$5.98M +4,008 New
CIC
52
Crawford Investment Counsel
Georgia
$5.4M +$5.41M +3,624 New
Goldman Sachs
53
Goldman Sachs
New York
$5.28M +$5.29M +3,545 New
FFA
54
First Foundation Advisors
California
$4.9M +$4.9M +3,286 New
SL
55
Summitry LLC
California
$4.88M +$4.88M +3,274 New
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$4.71M +$4.71M +3,159 New
DDPIC
57
Deroy & Devereaux Private Investment Counsel
Michigan
$4.67M -$119K -80 -2%
Wells Fargo
58
Wells Fargo
California
$4.59M +$4.59M +3,079 New
Russell Investments Group
59
Russell Investments Group
United Kingdom
$4.57M +$4.57B +3,065,000 New
Cohen & Steers
60
Cohen & Steers
New York
$4.5M +$4.5M +3,016 New
SG Americas Securities
61
SG Americas Securities
New York
$4.47M +$4.47M +3,000 New
WIM
62
Wittenberg Investment Management
Massachusetts
$4.24M
EHC
63
Everett Harris & Co
California
$4.05M +$4.05M +2,718 New
RA
64
Rational Advisors
New York
$4M +$4M +2,683 New
KFGK
65
Keystone Financial Group (Kentucky)
Kentucky
$3.77M +$3.77M +2,530 New
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$3.6M +$3.6M +2,413 New
SIM
67
SSI Investment Management
California
$3.42M +$3.43M +2,297 New
Bessemer Group
68
Bessemer Group
New Jersey
$3.38M +$3.39M +2,271 New
LTI
69
Laffer Tengler Investments
Tennessee
$3.37M -$35.8K -24 -1%
Osaic Holdings
70
Osaic Holdings
Arizona
$3.19M +$3.19M +2,136 New
Citigroup
71
Citigroup
New York
$3.11M +$3.11M +2,085 New
S
72
Surevest
California
$3.09M +$3.09M +2,074 New
JG
73
Jefferies Group
New York
$2.92M +$2.93M +1,961 New
AII
74
AGF Investments Inc
Ontario, Canada
$2.79M +$2.8M +1,875 New
CA
75
CSM Advisors
Pennsylvania
$2.61M

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.