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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WAMC
51
Western Asset Management Company
California
$5.9M – – –
Wells Fargo
52
Wells Fargo
California
$5.85M +$63K +53 +1%
Amundi
53
Amundi
France
$5.67M – – –
PM
54
Phraction Management
Connecticut
$5.51M – – –
HCM
55
Hudson Capital Management
New Jersey
$5.36M +$251K +211 +5%
AUIM
56
Aegon USA Investment Management
Iowa
$5.29M -$9.67M – –
JFG
57
Jefferies Financial Group
New York
$5.26M +$41.6K +35 +0.8%
Bessemer Group
58
Bessemer Group
New Jersey
$4.5M – – –
KAM
59
Knightsbridge Asset Management
California
$4.38M -$191K -161 -4%
EIA
60
Edgemoor Investment Advisors
Maryland
$4.24M -$283K -238 -6%
SAMC
61
Spectrum Asset Management (Connecticut)
Connecticut
$4.21M +$138K +116 +3%
LA
62
LM Advisors
California
$4.21M +$4.21M +3,544 New
Mariner
63
Mariner
Kansas
$3.98M -$474K -399 -11%
Goldman Sachs
64
Goldman Sachs
New York
$3.9M – – –
LTI
65
Laffer Tengler Investments
Tennessee
$3.87M -$261K -220 -6%
DDPIC
66
Deroy & Devereaux Private Investment Counsel
Michigan
$3.69M – – –
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$3.64M -$98.7K -83 -3%
American Century Companies
68
American Century Companies
Missouri
$3.51M +$413K +346 +13%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$3.51M -$401K -337 -10%
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$3.1M +$10.7K +9 +0.3%
Calamos Advisors
71
Calamos Advisors
Illinois
$3.08M +$17.8K +15 +0.6%
SSWG
72
Seven Springs Wealth Group
Tennessee
$2.88M +$98.7K +83 +4%
WIM
73
Wittenberg Investment Management
Massachusetts
$2.8M -$323K -272 -10%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$2.8M +$191K +161 +7%
AM
75
AGF Management
Ontario, Canada
$2.73M -$2.02M -1,700 -43%
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3
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