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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
SA
126
Strategic Advisors
New York
$658K +$658K +441 New
BOM
127
Bank of Marin
California
$626K +$626K +420 New
EM
128
ELCO Management
New York
$619K +$619K +415 New
GL
129
Graypoint LLC
New York
$613K +$613K +411 New
PWP
130
Principle Wealth Partners
Connecticut
$605K +$606K +406 New
OIA
131
OneDigital Investment Advisors
Kansas
$583K +$583K +391 New
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$581K +$582K +390 New
WT
133
Whittier Trust
California
$543K +$543K +364 New
FCBT
134
First Citizens Bank & Trust
North Carolina
$537K +$537K +360 New
GMA
135
Glassy Mountain Advisors
Maryland
$537K +$537K +360 New
M&T Bank
136
M&T Bank
New York
$536K +$536K +359 New
HA
137
Hamel Associates
New Jersey
$532K +$533K +357 New
NFC
138
Northeast Financial Consultants
Connecticut
$519K +$519K +348 New
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$513K +$513K +344 New
HighTower Advisors
140
HighTower Advisors
Illinois
$507K +$507K +340 New
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$504K +$504K +338 New
QIM
142
Quest Investment Management
Oregon
$478K
CAN
143
Cetera Advisor Networks
California
$476K +$476K +319 New
MFW
144
Meristem Family Wealth
Minnesota
$475K +$476K +319 New
NCM
145
Novare Capital Management
North Carolina
$470K +$470K +315 New
William Blair & Company
146
William Blair & Company
Illinois
$464K +$464K +311 New
Creative Planning
147
Creative Planning
Kansas
$460K +$459K +308 New
NSIM
148
North Star Investment Management
Illinois
$450K +$450K +302 New
WFMPM
149
Woodley Farra Manion Portfolio Management
Indiana
$402K +$403K +270 New
GCIA
150
Gabelli & Co Investment Advisers
New York
$374K +$373K +250 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.