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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

250 hedge funds and large institutions have $3.03B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 25 closing their positions.

Holders
250
Holders Change
–
Holders Change %
0%
% of All Funds
3.64%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
26
Increased
61
Reduced
75
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$189M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$22.5M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$707M
4
Cohen & Steers
4
Cohen & Steers
New York
$18.3M
5
UIA
5
Ulland Investment Advisors
Minnesota
$12.5M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$19.4M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$100K
4
ACM
4
Advent Capital Management
New York
$212M
5
Jane Street
5
Jane Street
New York
$999K
Name Market Value Shares Shares
Change 		Shares
Change %
FCMC
101
Founders Capital Management (Connecticut)
Connecticut
$1.2M 1,011 -65 -6%
DZ Bank
102
DZ Bank
Germany
$1.19M 1,000 – –
SG
103
StoneX Group
New York
$1.19M 998 -103 -9%
US Bancorp
104
US Bancorp
Minnesota
$1.18M 993 – –
SFA
105
Sequoia Financial Advisors
Ohio
$1.17M 985 +59 +6%
CPBTD
106
Central Pacific Bank - Trust Division
Hawaii
$1.16M 977 – –
Ameriprise
107
Ameriprise
Minnesota
$1.14M 961 +543 +130%
KLWA
108
Kelly Lawrence W & Associates
California
$1.05M 887 -100 -10%
DADC
109
D.A. Davidson & Co
Montana
$1.05M 884 +58 +7%
LA
110
LexAurum Advisors
Kansas
$1.02M 859 -17 -2%
CPIG
111
Chicago Partners Investment Group
Illinois
$1.01M 845 +4 +0.5%
Jane Street
112
Jane Street
New York
$999K 840 -8,297 -91%
SAM
113
Seelaus Asset Management
New Jersey
$990K 833 -70 -8%
JSL
114
JT Stratford LLC
Georgia
$961K 808 +62 +8%
SA
115
Sanctuary Advisors
Indiana
$957K 829 +829 New
FHB
116
First Hawaiian Bank
Hawaii
$956K 804 -117 -13%
PCM
117
Pennsylvania Capital Management
Pennsylvania
$920K 774 -11 -1%
SC
118
Scotia Capital
Ontario, Canada
$914K 769 – –
MIA
119
MeadowBrook Investment Advisors
Michigan
$912K 767 +1 +0.1%
VHAM
120
Van Hulzen Asset Management
California
$876K 737 -9 -1%
Aristotle Capital Management
121
Aristotle Capital Management
California
$857K 721 – –
Northern Trust
122
Northern Trust
Illinois
$832K 700 +700 New
HighTower Advisors
123
HighTower Advisors
Illinois
$820K 689 -71 -9%
NW
124
NewEdge Wealth
Pennsylvania
$794K 668 -1 -0.1%
VAS
125
Vestmark Advisory Solutions
Massachusetts
$794K 668 +5 +0.8%
3 4
5
6 7