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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 $3.03B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 25 closing their positions.

Holders
250
Holders Change
–
Holders Change %
0%
% of All Funds
3.64%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
26
Increased
61
Reduced
75
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$189M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$22.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$707M
4
Cohen & Steers
4
Cohen & Steers
New York
$18.3M
5
UIA
5
Ulland Investment Advisors
Minnesota
$12.5M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$19.4M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$100K
4
ACM
4
Advent Capital Management
New York
$212M
5
Jane Street
5
Jane Street
New York
$999K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$2.69M +$511K +430 +23%
Macquarie Group
77
Macquarie Group
Australia
$2.62M -$3.69M – –
SL
78
Summitry LLC
California
$2.61M -$174K -146 -6%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$2.54M +$41.6K +35 +2%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$2.42M +$41.8K +35 +2%
Corient Private Wealth
81
Corient Private Wealth
Florida
$2.4M -$15.5K -13 -0.6%
MA
82
Montag & Associates
Georgia
$2.09M +$327K +275 +19%
CA
83
CSM Advisors
Pennsylvania
$2.08M – – –
BCM
84
Bowie Capital Management
Texas
$1.9M – – –
CRC
85
Curi RMB Capital
Illinois
$1.89M +$574K +483 +44%
Truist Financial
86
Truist Financial
North Carolina
$1.77M -$47.6K -40 -3%
EHC
87
Everett Harris & Co
California
$1.74M +$29.7K +25 +2%
RJFSA
88
Raymond James Financial Services Advisors
Florida
$1.73M +$131K +110 +8%
MFG
89
Magnus Financial Group
New York
$1.69M -$91.6K -77 -5%
GL
90
Graypoint LLC
New York
$1.69M – – –
SCM
91
Schnieders Capital Management
California
$1.64M -$118K -99 -7%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$1.61M +$459K +386 +40%
FFA
93
First Foundation Advisors
California
$1.59M -$10.7K -9 -0.7%
CCG
94
Coastwise Capital Group
California
$1.47M -$70.3K -1,184 -5%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$1.47M – – –
MCM
96
Marathon Capital Management
Maryland
$1.46M -$20.2K -17 -1%
SEI Investments
97
SEI Investments
Pennsylvania
$1.4M +$101K +85 +8%
CPW
98
Cove Private Wealth
New York
$1.39M – – –
Osaic Holdings
99
Osaic Holdings
Arizona
$1.33M -$1.84M -1,544 -58%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$1.26M -$4.3M -3,615 -77%
2 3
4
5 6