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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 $3.12B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 58 reducing their positions, and 17 closing their positions.

Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
3.69%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
24
Increased
81
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$59.8M
2
ACM
2
Advent Capital Management
New York
$233M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$4.56M
4
Mirae Asset Global ETFs Holdings
4
Mirae Asset Global ETFs Holdings
Hong Kong
$114M
5
BlackRock
5
BlackRock
New York
$370M

Top Sellers

1
State Street
1
State Street
Massachusetts
$74.4M
2
Victory Capital Management
2
Victory Capital Management
Texas
$90.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M
4
First Manhattan
4
First Manhattan
New York
$9.31M
5
UIA
5
Ulland Investment Advisors
Minnesota
$2.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CPW
101
Cove Private Wealth
New York
$1.5M 1,169 – –
Osaic Holdings
102
Osaic Holdings
Arizona
$1.48M 1,155 +33 +3%
SEI Investments
103
SEI Investments
Pennsylvania
$1.48M 1,155 -19 -2%
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$1.43M 1,117 +55 +5%
SA
105
Sanctuary Advisors
Indiana
$1.42M 1,152 +323 +39%
Ameriprise
106
Ameriprise
Minnesota
$1.28M 995 +34 +4%
FCMC
107
Founders Capital Management (Connecticut)
Connecticut
$1.27M 991 -20 -2%
US Bancorp
108
US Bancorp
Minnesota
$1.26M 980 -13 -1%
SFA
109
Sequoia Financial Advisors
Ohio
$1.26M 979 -6 -0.6%
SG
110
StoneX Group
New York
$1.25M 979 -19 -2%
CPBTD
111
Central Pacific Bank - Trust Division
Hawaii
$1.25M 977 – –
DADC
112
D.A. Davidson & Co
Montana
$1.21M 944 +60 +7%
KLWA
113
Kelly Lawrence W & Associates
California
$1.13M 887 – –
LA
114
LexAurum Advisors
Kansas
$1.11M 869 +10 +1%
JSL
115
JT Stratford LLC
Georgia
$1.08M 839 +31 +4%
SAM
116
Seelaus Asset Management
New Jersey
$1.07M 833 – –
SC
117
Scotia Capital
Ontario, Canada
$1.05M 819 +50 +7%
CPIG
118
Chicago Partners Investment Group
Illinois
$1.02M 817 -28 -3%
MIA
119
MeadowBrook Investment Advisors
Michigan
$977K 762 -5 -0.7%
VHAM
120
Van Hulzen Asset Management
California
$945K 737 – –
Aristotle Capital Management
121
Aristotle Capital Management
California
$924K 721 – –
PCMN
122
Paradigm Capital Management (Nevada)
Nevada
$892K 696 +696 New
NW
123
NewEdge Wealth
Pennsylvania
$885K 690 +22 +3%
VAS
124
Vestmark Advisory Solutions
Massachusetts
$853K 665 -3 -0.4%
CCM
125
Chilton Capital Management
Texas
$849K 662 – –
3 4
5
6 7