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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

250 hedge funds and large institutions have $2.96B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 68 reducing their positions, and 18 closing their positions.

Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
3.62%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
27
Increased
62
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$355M
2
SA
2
Stonebridge Advisors
Connecticut
$82.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$182M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$64.3M
5
Victory Capital Management
5
Victory Capital Management
Texas
$113M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.6M
2
CAM
2
Camden Asset Management
California
$11M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$84.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19M
5
ACM
5
Advent Capital Management
New York
$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
101
StoneX Group
New York
$1.34M +$59.7K +49 +5%
SEI Investments
102
SEI Investments
Pennsylvania
$1.33M -$112K -92 -8%
FCMC
103
Founders Capital Management (Connecticut)
Connecticut
$1.31M -$101K -83 -7%
DZ Bank
104
DZ Bank
Germany
$1.22M – – –
US Bancorp
105
US Bancorp
Minnesota
$1.21M +$18.3K +15 +2%
KLWA
106
Kelly Lawrence W & Associates
California
$1.2M – – –
CPBTD
107
Central Pacific Bank - Trust Division
Hawaii
$1.18M +$1.18M +977 New
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$1.18M +$1.18M +967 New
SFA
109
Sequoia Financial Advisors
Ohio
$1.13M +$1.13M +926 New
FHB
110
First Hawaiian Bank
Hawaii
$1.12M +$468K +384 +72%
SAM
111
Seelaus Asset Management
New Jersey
$1.1M -$63.4K -52 -5%
UIA
112
Ulland Investment Advisors
Minnesota
$1.1M +$310K +254 +39%
LA
113
LexAurum Advisors
Kansas
$1.07M – – –
DADC
114
D.A. Davidson & Co
Montana
$1.01M +$278K +228 +38%
CPIG
115
Chicago Partners Investment Group
Illinois
$980K -$96.7K -83 -9%
PCM
116
Pennsylvania Capital Management
Pennsylvania
$957K – – –
SC
117
Scotia Capital
Ontario, Canada
$938K -$64.6K -53 -6%
MIA
118
MeadowBrook Investment Advisors
Michigan
$934K +$15.9K +13 +2%
HighTower Advisors
119
HighTower Advisors
Illinois
$928K +$198K +162 +27%
VHAM
120
Van Hulzen Asset Management
California
$910K -$8.54K -7 -0.9%
JSL
121
JT Stratford LLC
Georgia
$910K +$101K +83 +13%
FMI
122
F/M Investments
District of Columbia
$902K – – –
TSS
123
Two Sigma Securities
New York
$886K +$886K +727 New
Aristotle Capital Management
124
Aristotle Capital Management
California
$879K +$879K +721 New
CCM
125
Chilton Capital Management
Texas
$865K -$93.9K -77 -10%
3 4
5
6 7