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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.

New
Increased
Maintained
Reduced
Closed
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
Nuveen Asset Management
Illinois
$59.8M
2
ACM
Advent Capital Management
New York
$233M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$4.56M
4
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$114M
5
BlackRock
BlackRock
New York
$370M

Top Sellers

1
State Street
State Street
Massachusetts
$74.4M
2
Victory Capital Management
Victory Capital Management
Texas
$90.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20.9M
4
First Manhattan
First Manhattan
New York
$9.31M
5
UIA
Ulland Investment Advisors
Minnesota
$2.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$6.26M -$39.7K -31 -0.6%
Bessemer Group
52
Bessemer Group
New Jersey
$6.15M +$1.3M +1,011 +27%
Amundi
53
Amundi
France
$6.05M – – –
PM
54
Phraction Management
Connecticut
$5.9M -$42.3K -33 -0.7%
HCM
55
Hudson Capital Management
New Jersey
$5.8M +$12.8K +10 +0.2%
JFG
56
Jefferies Financial Group
New York
$5.66M -$14.1K -11 -0.2%
KAM
57
Knightsbridge Asset Management
California
$5.39M +$658K +513 +14%
AUIM
58
Aegon USA Investment Management
Iowa
$5.12M -$5.29M – –
Corient Private Wealth
59
Corient Private Wealth
Florida
$5.06M +$2.47M +1,929 +96%
Mariner
60
Mariner
Kansas
$4.66M +$367K +286 +9%
Kovitz Investment Group Partners
61
Kovitz Investment Group Partners
Illinois
$4.56M +$4.56M +3,557 New
SAMC
62
Spectrum Asset Management (Connecticut)
Connecticut
$4.53M -$16.7K -13 -0.4%
EIA
63
Edgemoor Investment Advisors
Maryland
$4.49M -$83.3K -65 -2%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$4.48M +$1.57M +1,228 +54%
LA
65
LM Advisors
California
$4.39M -$156K -122 -3%
Goldman Sachs
66
Goldman Sachs
New York
$4.21M – – –
LTI
67
Laffer Tengler Investments
Tennessee
$4.2M +$34.5K +27 +0.8%
American Century Companies
68
American Century Companies
Missouri
$3.99M +$221K +172 +6%
DDPIC
69
Deroy & Devereaux Private Investment Counsel
Michigan
$3.98M – – –
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$3.93M – – –
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$3.67M +$648K +505 +21%
WPP
72
Whalerock Point Partners
Rhode Island
$3.65M +$3.65M +2,850 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$3.6M -$176K -137 -5%
KFGK
74
Keystone Financial Group (Kentucky)
Kentucky
$3.36M +$10.3K +8 +0.3%
SSWG
75
Seven Springs Wealth Group
Tennessee
$3.27M +$169K +132 +5%
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