WFC.PRL icon

WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

237 hedge funds and large institutions have $2.76B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.79%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
23
Increased
67
Reduced
69
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$27.5M
2
CAM
2
Camden Asset Management
California
$61.8M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$156M
4
Jane Street
4
Jane Street
New York
$3.96M
5
SA
5
Stonebridge Advisors
Connecticut
$57.8M

Top Sellers

1
ACM
1
Advent Capital Management
New York
$200M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$26.6M
3
P8IP
3
Pier 88 Investment Partners
California
$1.71M
4
Amundi
4
Amundi
France
$123M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$48.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
CSM Advisors
Pennsylvania
$2.06M – – –
Macquarie Group
77
Macquarie Group
Australia
$1.97M -$298K -256 -13%
BCM
78
Bowie Capital Management
Texas
$1.88M – – –
Baird Financial Group
79
Baird Financial Group
Wisconsin
$1.76M +$282K +240 +19%
MCM
80
Marathon Capital Management
Maryland
$1.74M -$8.23K -7 -0.5%
P8IP
81
Pier 88 Investment Partners
California
$1.71M -$17.7M -15,043 -91%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$1.7M +$263K +224 +18%
Truist Financial
83
Truist Financial
North Carolina
$1.67M +$113K +96 +7%
IRM
84
Income Research & Management
Massachusetts
$1.64M – – –
SEI Investments
85
SEI Investments
Pennsylvania
$1.64M +$4.71K +4 +0.3%
US Bancorp
86
US Bancorp
Minnesota
$1.59M -$5.88K -5 -0.4%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$1.48M -$4.7K -4 -0.3%
IA
88
Icon Advisers
Colorado
$1.4M +$1.4M +1,189 New
FCMC
89
Founders Capital Management (Connecticut)
Connecticut
$1.4M -$4.71K -4 -0.3%
Ameriprise
90
Ameriprise
Minnesota
$1.36M +$63.5K +54 +5%
Cohen & Steers
91
Cohen & Steers
New York
$1.35M – – –
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$1.34M – – –
KLWA
93
Kelly Lawrence W & Associates
California
$1.31M – – –
MA
94
Montag & Associates
Georgia
$1.29M – – –
SAM
95
Seelaus Asset Management
New Jersey
$1.27M +$140K +120 +12%
AAMC
96
Asset Allocation & Management Company
Illinois
$1.27M – – –
SWP
97
Stratos Wealth Partners
Ohio
$1.17M -$4.52M -3,843 -79%
SG
98
StoneX Group
New York
$1.14M +$75.3K +64 +7%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$1.11M +$51.2K +44 +5%
LA
100
LexAurum Advisors
Kansas
$1.09M -$23.5K -20 -2%
2 3
4
5 6