We are live on ! Find out more
WFC.PRL icon

Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL

117 hedge funds and large institutions have $3.48B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2013 Q2 according to their latest regulatory filings, with 117 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

79.76% more ownership

Funds ownership: 0% → 79.76% (+80%)

Holders
117
Holders Change
+117
Holders Change %
–
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
117
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$260K – – –
AIG
102
American International Group
New York
$240K +$257K +201 New
CIM
103
Calvert Investment Management
Maryland
$239K +$256K +200 New
HCA
104
Harbour Capital Advisors
Virginia
$239K +$256K +200 New
IHL
105
Investment House LLC
California
$203K +$217K +170 New
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$127K +$136K +106 New
Citadel Advisors
107
Citadel Advisors
Florida
$121K +$129K +101 New
1IC
108
1919 Investment Counsel
Maryland
$120K +$128K +100 New
M&T Bank
109
M&T Bank
New York
$60K +$63.9K +50 New
Loomis, Sayles & Company
110
Loomis, Sayles & Company
Massachusetts
$58.3K +$398M +311,413 New
WA
111
WFG Advisors
Texas
$30K +$32K +25 New
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$29.5K +$31.6M +24,700 New
PTC
113
Private Trust Company
Ohio
$27K +$29.4K +23 New
NES
114
New England Securities
New York
$18K +$19.2K +15 New
GT
115
Glenmede Trust
Pennsylvania
$13K +$14.1K +11 New
AAC
116
Asset Advisors Corp
Georgia
$12K +$12.8K +10 New
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$12K +$12.8K +10 New
GGPS
118
Gary Goldberg Planning Services
New York
$12K +$12.8K +10 New
LIA
119
LS Investment Advisors
Michigan
$12K +$81.8K +64 New
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11.5K +9 New
Creative Planning
121
Creative Planning
Kansas
$5K +$5.12K +4 New
FNBT
122
FineMark National Bank & Trust
Florida
$4K +$3.84K +3 New
WOC
123
West Oak Capital
California
$2.39K +$2.56K +2 New
FNBOO
124
First National Bank of Omaha
Nebraska
$1.04K +$1.12M +875 New
1 2 3 4
5

WFC.PRL Hedge Fund Activity: Q2 2013 in Review

117 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) for Q2 2013, worth a combined $3.48B.

Buyers outnumbered sellers: 117 funds opened new WFC.PRL positions and 0 closed out — a net gain of 117 holders — while 0 added to existing stakes and 0 trimmed.

  • 117 institutional investors held Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.48B of Wells Fargo 7.5% Non Cumv Perp Conv stock for Q2 2013.
  • 117 funds opened new Wells Fargo 7.5% Non Cumv Perp Conv positions in Q2 2013 and 0 closed out, a net change of +117 holders.

Based on aggregated 13F filings for Q2 2013.