WFC.PRL icon

WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

233 hedge funds and large institutions have $3.28B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 17 closing their positions.

Holders
233
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
3.72%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
20
Increased
59
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$282M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$528M
3
Jane Street
3
Jane Street
New York
$16M
4
P8IP
4
Pier 88 Investment Partners
California
$15.4M
5
State Street
5
State Street
Massachusetts
$97.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.7M
2
CAM
2
Camden Asset Management
California
$40.1M
3
Amundi
3
Amundi
France
$709M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$101M
5
UIA
5
Ulland Investment Advisors
Minnesota
$253K
Name Market Value Shares Shares
Change 		Shares
Change %
AM
76
AGF Management
Ontario, Canada
$2.79M 2,500 +850 +52%
SL
77
Summitry LLC
California
$2.65M 2,377 -46 -2%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$2.61M 2,340 +316 +16%
Corient Private Wealth
79
Corient Private Wealth
Florida
$2.32M 2,085 -3 -0.1%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$2.2M 1,970 +1,970 New
SSWG
81
Seven Springs Wealth Group
Tennessee
$2.19M 1,967 +2 +0.1%
CA
82
CSM Advisors
Pennsylvania
$1.95M 1,750 – –
EHC
83
Everett Harris & Co
California
$1.91M 1,710 – –
SCM
84
Schnieders Capital Management
California
$1.8M 1,615 -162 -9%
BCM
85
Bowie Capital Management
Texas
$1.78M 1,600 – –
Baird Financial Group
86
Baird Financial Group
Wisconsin
$1.71M 1,530 +18 +1%
MCM
87
Marathon Capital Management
Maryland
$1.64M 1,474 – –
Truist Financial
88
Truist Financial
North Carolina
$1.6M 1,434 -46 -3%
SEI Investments
89
SEI Investments
Pennsylvania
$1.59M 1,428 +30 +2%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$1.53M 1,375 -154 -10%
Ameriprise
91
Ameriprise
Minnesota
$1.44M 1,291 +890 +222%
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$1.34M 1,228 – –
Cohen & Steers
93
Cohen & Steers
New York
$1.28M 1,150 – –
FCMC
94
Founders Capital Management (Connecticut)
Connecticut
$1.26M 1,133 – –
American Century Companies
95
American Century Companies
Missouri
$1.24M 1,113 +875 +368%
SG
96
StoneX Group
New York
$1.23M 1,103 +24 +2%
AAMC
97
Asset Allocation & Management Company
Illinois
$1.22M 1,100 – –
SAM
98
Seelaus Asset Management
New Jersey
$1.16M 1,036 -8 -0.8%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$1.16M 1,036 +369 +55%
DZ Bank
100
DZ Bank
Germany
$1.12M 1,000 – –
2 3
4
5 6