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WELLS FARGO 7.5% NON CUMV PERP CONV
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Overview Fund Activity

242 hedge funds and large institutions have $2.97B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 87 reducing their positions, and 16 closing their positions.

Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.55%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
26
Increased
54
Reduced
87
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$693M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$47.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$54.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$109M
5
ACM
5
Advent Capital Management
New York
$232M

Top Sellers

1
Amundi
1
Amundi
France
$5.66M
2
SAMC
2
Spectrum Asset Management (Connecticut)
Connecticut
$5.68M
3
State Street
3
State Street
Massachusetts
$79.3M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$18.6M
5
Invesco
5
Invesco
Georgia
$76.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WPP
76
Whalerock Point Partners
Rhode Island
$3.19M 2,667 +2,667 New
WIM
77
Wittenberg Investment Management
Massachusetts
$3.14M 2,629 – –
KFGK
78
Keystone Financial Group (Kentucky)
Kentucky
$3.1M 2,593 +8 +0.3%
Calamos Advisors
79
Calamos Advisors
Illinois
$3.08M 2,574 -5,588 -68%
SL
80
Summitry LLC
California
$2.81M 2,353 -24 -1%
Corient Private Wealth
81
Corient Private Wealth
Florida
$2.43M 2,034 -51 -2%
FFA
82
First Foundation Advisors
California
$2.42M 2,026 -500 -20%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$2.38M 1,990 +20 +1%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$2.32M 1,936 -404 -17%
American Century Companies
85
American Century Companies
Missouri
$2.13M 1,779 +666 +60%
CA
86
CSM Advisors
Pennsylvania
$2.09M 1,750 – –
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$2.05M 1,712 +676 +65%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$2.01M 1,678 +148 +10%
SSWG
89
Seven Springs Wealth Group
Tennessee
$1.92M 1,602 -365 -19%
BCM
90
Bowie Capital Management
Texas
$1.91M 1,600 – –
SCM
91
Schnieders Capital Management
California
$1.78M 1,485 -130 -8%
EHC
92
Everett Harris & Co
California
$1.72M 1,441 -269 -16%
GL
93
Graypoint LLC
New York
$1.7M 1,422 -1,100 -44%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$1.62M 1,351 -24 -2%
MFG
95
Magnus Financial Group
New York
$1.49M 1,249 +1,249 New
MCM
96
Marathon Capital Management
Maryland
$1.49M 1,247 -227 -15%
National Bank of Canada
97
National Bank of Canada
Quebec, Canada
$1.49M 1,248 +20 +2%
SEI Investments
98
SEI Investments
Pennsylvania
$1.41M 1,181 -247 -17%
CPW
99
Cove Private Wealth
New York
$1.4M 1,169 +1,169 New
FCMC
100
Founders Capital Management (Connecticut)
Connecticut
$1.39M 1,159 +26 +2%
2 3
4
5 6