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Wells Fargo 7.5% Non Cumv Perp Conv

218 hedge funds and large institutions have $3.2B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2021 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,600% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 2

6,415% more capital invested

Capital invested by funds: $49.1M → $3.2B (+$3.15B)

1,553.75% more ownership

Funds ownership: 0.83%1,554.58% (+1,554%)

738% more funds holding

Funds holding: 26218 (+192)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
218
Holders Change
+192
Holders Change %
+738.46%
% of All Funds
3.35%
Holding in Top 10
11
Holding in Top 10 Change
+11
Holding in Top 10 Change %
% of All Funds
0.17%
New
194
Increased
3
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$1.21M +$1.21M +809 New
KAS
102
Kestra Advisory Services
Texas
$1.17M +$1.17M +785 New
CPIG
103
Chicago Partners Investment Group
Illinois
$1.12M +$1.25M +835 New
CF
104
Centaurus Financial
California
$1.1M +$1.1M +739 New
ISL
105
Ingalls & Snyder LLC
New York
$1.1M +$1.1M +735 New
LFAS
106
Level Four Advisory Services
Texas
$1.04M +$1.04M +696 New
Jane Street
107
Jane Street
New York
$1.04M +$1.04M +695 New
KAM
108
Knightsbridge Asset Management
California
$996K -$697K -467 -41%
WOSD
109
WFA of San Diego
California
$935K -$19.4K -13 -2%
BC
110
Bowman & Company
Wisconsin
$930K +$931K +624 New
Lazard Asset Management
111
Lazard Asset Management
New York
$922K +$92.4M +61,920 New
WTC
112
WhitTier Trust Company
Nevada
$901K +$902K +605 New
UBS AM
113
UBS AM
Illinois
$894K
WS
114
Wedbush Securities
California
$890K +$891K +597 New
FIM
115
Fernwood Investment Management
Massachusetts
$882K +$883K +592 New
GWM
116
Greenwich Wealth Management
Connecticut
$763K +$7.46K +5 +1%
N
117
Nuveen
North Carolina
$752K
IWN
118
Independent Wealth Network
Iowa
$745K +$746K +500 New
SC
119
Searle & Co
Connecticut
$745K +$746K +500 New
Ameriprise
120
Ameriprise
Minnesota
$696K +$697K +467 New
CCM
121
Crew Capital Management
Ohio
$690K +$691K +463 New
SC
122
Scotia Capital
Ontario, Canada
$678K +$679K +455 New
AMIM
123
Aull & Monroe Investment Management
Alabama
$672K +$673K +451 New
AA
124
Ancora Advisors
Ohio
$669K
MTIM
125
Marathon Trading Investment Management
Pennsylvania
$662K +$662K +444 New

WFC.PRL Hedge Fund Activity: Q4 2021 in Review

218 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) for Q4 2021, worth a combined $3.2B — up 6,415% from $49.1M a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new WFC.PRL positions and 2 closed out — a net gain of 192 holders — while 3 added to existing stakes and 9 trimmed.

The largest buyer was Verition Fund Management, opening a new position worth an estimated $84.3B. The largest seller was F/M Investments, exiting entirely with an estimated $2.43M sold.

  • 218 institutional investors held Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) as of Q4 2021, up from 26 in Q3 2021.
  • Funds reported $3.2B of Wells Fargo 7.5% Non Cumv Perp Conv stock for Q4 2021, up 6,415% quarter-over-quarter.
  • 194 funds opened new Wells Fargo 7.5% Non Cumv Perp Conv positions in Q4 2021 and 2 closed out, a net change of +192 holders.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv buyer in Q4 2021 was Verition Fund Management, an estimated $84.3B added.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv seller in Q4 2021 was F/M Investments, an estimated $2.43M sold.

Based on aggregated 13F filings for Q4 2021.