We are live on ! Find out more
WFC.PRL icon

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
BCM
76
Bowie Capital Management
Texas
$2.49M +$2.49M +1,670 New
Truist Financial
77
Truist Financial
North Carolina
$2.45M +$2.46M +1,646 New
PHS
78
Pekin Hardy Strauss
Illinois
$2.29M +$2.3M +1,539 New
FCMC
79
Founders Capital Management (Connecticut)
Connecticut
$2.2M +$2.21M +1,479 New
IRM
80
Income Research & Management
Massachusetts
$2.12M +$2.13M +1,425 New
US Bancorp
81
US Bancorp
Minnesota
$2.02M +$2.02M +1,355 New
CBB
82
Citizens Business Bank
California
$1.99M +$1.99M +1,335 New
CIC
83
Chilton Investment Company
Connecticut
$1.97M +$1.97M +1,324 New
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$1.93M +$1.93M +1,293 New
MA
85
Montag & Associates
Georgia
$1.92M +$1.92M +1,290 New
VHAM
86
Van Hulzen Asset Management
California
$1.91M +$1.92M +1,284 New
Macquarie Group
87
Macquarie Group
Australia
$1.86M +$1.86M +1,248 New
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$1.86M +$1.86M +1,246 New
RJFSA
89
Raymond James Financial Services Advisors
Florida
$1.84M +$1.84M +1,232 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$1.8M +$1.8M +1,205 New
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$1.7M +$1.7M +1,140 New
KLWA
92
Kelly Lawrence W & Associates
California
$1.69M -$61.2K -41 -3%
K
93
Kemper
Illinois
$1.68M +$1.68M +1,125 New
AWM
94
Arbor Wealth Management
Florida
$1.64M +$1.64M +1,098 New
SEI Investments
95
SEI Investments
Pennsylvania
$1.64M +$1.65M +1,104 New
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.53M +$1.53M +1,028 New
CCM
97
Chilton Capital Management
Texas
$1.45M +$1.45M +970 New
SG
98
StoneX Group
New York
$1.36M +$1.36M +915 New
PCM
99
Pennsylvania Capital Management
Pennsylvania
$1.33M +$1.33M +893 New
LA
100
LexAurum Advisors
Kansas
$1.31M +$23.9K +16 +2%

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.