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Wells Fargo 7.5% Non Cumv Perp Conv

228 hedge funds and large institutions have $2.85B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

19% more capital invested

Capital invested by funds: $2.39B → $2.85B (+$456M)

18% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 60

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% less funds holding

Funds holding: 230228 (-2)

4.71% less ownership

Funds ownership: 89.22%84.51% (-4.7%)

Holders
228
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
3.93%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
18
Increased
71
Reduced
60
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$5.46M +$5.68M +4,535 New
AWA
52
Artemis Wealth Advisors
New York
$5.41M +$3.75K +3 +0.1%
RA
53
Rational Advisors
New York
$5.04M +$876K +700 +20%
SWP
54
Stratos Wealth Partners
Ohio
$4.93M -$842K -673 -14%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$4.7M +$143K +114 +3%
CIC
56
Crawford Investment Counsel
Georgia
$4.32M +$20K +16 +0.4%
HCM
57
Hudson Capital Management
New Jersey
$4.29M +$6.26K +5 +0.1%
EIA
58
Edgemoor Investment Advisors
Maryland
$4.25M +$159K +127 +4%
Goldman Sachs
59
Goldman Sachs
New York
$4.17M +$32.5K +26 +0.7%
Wells Fargo
60
Wells Fargo
California
$4.16M +$2.5K +2 +0.1%
KAS
61
Kestra Advisory Services
Texas
$4.08M +$2.98M +2,378 +235%
PM
62
Phraction Management
Connecticut
$3.9M +$889K +710 +28%
FFA
63
First Foundation Advisors
California
$3.82M +$190K +152 +5%
LPL Financial
64
LPL Financial
California
$3.77M +$6.26K +5 +0.2%
DDPIC
65
Deroy & Devereaux Private Investment Counsel
Michigan
$3.63M -$93.9K -75 -2%
SG Americas Securities
66
SG Americas Securities
New York
$3.61M
WIM
67
Wittenberg Investment Management
Massachusetts
$3.27M -$12.5K -10 -0.4%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.13M +$16.3K +13 +0.5%
SL
69
Summitry LLC
California
$3.08M -$279K -223 -8%
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$3.07M +$10K +8 +0.3%
LTI
71
Laffer Tengler Investments
Tennessee
$2.88M -$118K -94 -4%
Osaic Holdings
72
Osaic Holdings
Arizona
$2.76M +$124K +99 +5%
Bessemer Group
73
Bessemer Group
New Jersey
$2.73M
EHC
74
Everett Harris & Co
California
$2.46M -$184K -147 -7%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$2.41M -$423K -338 -14%

WFC.PRL Hedge Fund Activity: Q3 2022 in Review

228 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) for Q3 2022, worth a combined $2.85B — up 19% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WFC.PRL positions and 17 closed out — a net gain of 1 holder — while 71 added to existing stakes and 60 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $454M. The largest seller was Russell Investments Group, cutting an estimated $728M.

  • 228 institutional investors held Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) as of Q3 2022, down from 230 in Q2 2022.
  • Funds reported $2.85B of Wells Fargo 7.5% Non Cumv Perp Conv stock for Q3 2022, up 19% quarter-over-quarter.
  • 18 funds opened new Wells Fargo 7.5% Non Cumv Perp Conv positions in Q3 2022 and 17 closed out, a net change of +1 holder.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv buyer in Q3 2022 was VOYA Investment Management, an estimated $454M added.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv seller in Q3 2022 was Russell Investments Group, an estimated $728M sold.

Based on aggregated 13F filings for Q3 2022.