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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 $2.85B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 79 reducing their positions, and 20 closing their positions.

Holders
255
Holders Change
–
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
24
Increased
72
Reduced
79
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UIA
1
Ulland Investment Advisors
Minnesota
$11.9M
2
State Street
2
State Street
Massachusetts
$77.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$714M
4
BlackRock
4
BlackRock
New York
$352M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$190M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$21.9M
2
SA
2
Stonebridge Advisors
Connecticut
$43.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17.5M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$9.44M
5
ACM
5
Advent Capital Management
New York
$206M
Name Market Value Shares Shares
Change 		Shares
Change %
WPP
76
Whalerock Point Partners
Rhode Island
$3.19M 2,675 -175 -6%
SSWG
77
Seven Springs Wealth Group
Tennessee
$3.17M 2,656 +105 +4%
AM
78
AGF Management
Ontario, Canada
$2.75M 2,300 – –
Calamos Advisors
79
Calamos Advisors
Illinois
$2.58M 2,158 -26 -1%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$2.55M 2,138 +30 +1%
SL
81
Summitry LLC
California
$2.46M 2,056 -49 -2%
MA
82
Montag & Associates
Georgia
$2.32M 1,944 +85 +5%
CRC
83
Curi RMB Capital
Illinois
$2.3M 1,928 +210 +12%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$2.3M 1,940 – –
CA
85
CSM Advisors
Pennsylvania
$2.09M 1,750 – –
MG
86
McHugh Group
Ohio
$1.99M 1,664 +1,664 New
Macquarie Group
87
Macquarie Group
Australia
$1.85M 1,558 +1,558 New
WSFS
88
Wilmington Savings Fund Society
Delaware
$1.84M 1,537 – –
EHC
89
Everett Harris & Co
California
$1.78M 1,492 -9 -0.6%
Truist Financial
90
Truist Financial
North Carolina
$1.78M 1,490 +2 +0.1%
WIM
91
Wittenberg Investment Management
Massachusetts
$1.68M 1,403 -924 -40%
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$1.66M 1,388 +271 +24%
MFG
93
Magnus Financial Group
New York
$1.65M 1,381 -112 -8%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$1.64M 1,370 +122 +10%
SCM
95
Schnieders Capital Management
California
$1.62M 1,358 -20 -1%
CAM
96
Cresset Asset Management
Illinois
$1.49M 1,245 +975 +361%
PCMN
97
Paradigm Capital Management (Nevada)
Nevada
$1.48M 1,238 +542 +78%
SEI Investments
98
SEI Investments
Pennsylvania
$1.44M 1,204 +49 +4%
BCM
99
Bowie Capital Management
Texas
$1.43M 1,200 – –
SA
100
Sanctuary Advisors
Indiana
$1.4M 1,158 +6 +0.5%
2 3
4
5 6