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WELLS FARGO 7.5% NON CUMV PERP CONV
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Overview Fund Activity

255 hedge funds and large institutions have $3.12B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 58 reducing their positions, and 17 closing their positions.

Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
3.69%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
24
Increased
81
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$59.8M
2
ACM
2
Advent Capital Management
New York
$233M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$4.56M
4
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$114M
5
BlackRock
5
BlackRock
New York
$370M

Top Sellers

1
State Street
1
State Street
Massachusetts
$74.4M
2
Victory Capital Management
2
Victory Capital Management
Texas
$90.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M
4
First Manhattan
4
First Manhattan
New York
$9.31M
5
UIA
5
Ulland Investment Advisors
Minnesota
$2.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
76
Wittenberg Investment Management
Massachusetts
$2.98M -$38.5K -30 -1%
AM
77
AGF Management
Ontario, Canada
$2.95M – – –
Macquarie Group
78
Macquarie Group
Australia
$2.82M -$2.62M – –
Calamos Advisors
79
Calamos Advisors
Illinois
$2.8M -$526K -410 -16%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$2.7M -$35.9K -28 -1%
SL
81
Summitry LLC
California
$2.7M -$113K -88 -4%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$2.49M -$109K -85 -4%
MA
83
Montag & Associates
Georgia
$2.38M +$128K +100 +6%
UIA
84
Ulland Investment Advisors
Minnesota
$2.3M -$11.2M -8,736 -83%
CA
85
CSM Advisors
Pennsylvania
$2.24M – – –
CRC
86
Curi RMB Capital
Illinois
$2.2M +$160K +125 +8%
HighTower Advisors
87
HighTower Advisors
Illinois
$2.18M +$1.29M +1,009 +146%
Jane Street
88
Jane Street
New York
$2M +$923K +720 +86%
WSFS
89
Wilmington Savings Fund Society
Delaware
$1.97M +$1.97M +1,537 New
EHC
90
Everett Harris & Co
California
$1.92M +$44.9K +35 +2%
MFG
91
Magnus Financial Group
New York
$1.91M +$87.2K +68 +5%
Truist Financial
92
Truist Financial
North Carolina
$1.91M +$1.28K +1 +0.1%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$1.88M +$17.9K +14 +1%
SCM
94
Schnieders Capital Management
California
$1.77M – – –
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
$1.73M – – –
GL
96
Graypoint LLC
New York
$1.69M -$135K -105 -7%
FFA
97
First Foundation Advisors
California
$1.67M -$35.9K -28 -2%
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$1.6M – – –
BCM
99
Bowie Capital Management
Texas
$1.54M -$513K -400 -25%
MCM
100
Marathon Capital Management
Maryland
$1.5M -$66.7K -52 -4%
2 3
4
5 6