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WELLS FARGO 7.5% NON CUMV PERP CONV
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Overview Fund Activity

250 hedge funds and large institutions have $2.96B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 68 reducing their positions, and 18 closing their positions.

Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
3.62%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
27
Increased
62
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$355M
2
SA
2
Stonebridge Advisors
Connecticut
$82.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$182M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$64.3M
5
Victory Capital Management
5
Victory Capital Management
Texas
$113M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.6M
2
CAM
2
Camden Asset Management
California
$11M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$84.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19M
5
ACM
5
Advent Capital Management
New York
$227M
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
76
American Century Companies
Missouri
$3.17M 2,593 +814 +46%
KFGK
77
Keystone Financial Group (Kentucky)
Kentucky
$3.17M 2,602 +9 +0.3%
Calamos Advisors
78
Calamos Advisors
Illinois
$3.14M 2,579 +5 +0.2%
SL
79
Summitry LLC
California
$2.85M 2,339 -14 -0.6%
SSWG
80
Seven Springs Wealth Group
Tennessee
$2.85M 2,336 +734 +46%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$2.68M 2,196 +484 +28%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$2.56M 2,101 -2,029 -49%
Corient Private Wealth
83
Corient Private Wealth
Florida
$2.47M 2,028 -6 -0.3%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$2.41M 1,990 – –
Baird Financial Group
85
Baird Financial Group
Wisconsin
$2.24M 1,834 +156 +9%
CA
86
CSM Advisors
Pennsylvania
$2.14M 1,750 – –
BCM
87
Bowie Capital Management
Texas
$1.95M 1,600 – –
Truist Financial
88
Truist Financial
North Carolina
$1.86M 1,527 +466 +44%
MFG
89
Magnus Financial Group
New York
$1.83M 1,502 +253 +20%
MA
90
Montag & Associates
Georgia
$1.81M 1,484 +634 +75%
SCM
91
Schnieders Capital Management
California
$1.8M 1,477 -8 -0.5%
EHC
92
Everett Harris & Co
California
$1.76M 1,441 – –
GL
93
Graypoint LLC
New York
$1.73M 1,422 – –
FFA
94
First Foundation Advisors
California
$1.64M 1,343 -683 -34%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$1.63M 1,341 -10 -0.7%
MCM
96
Marathon Capital Management
Maryland
$1.51M 1,242 -5 -0.4%
CCG
97
Coastwise Capital Group
California
$1.51M 25,974 -307 -1%
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$1.45M 1,248 – –
CPW
99
Cove Private Wealth
New York
$1.43M 1,169 – –
CRC
100
Curi RMB Capital
Illinois
$1.35M 1,110 +1,110 New
2 3
4
5 6