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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 Holding Trade Value Shares
Change 		Shares
Change %
PCM
126
Pennsylvania Capital Management
Pennsylvania
$846K -$146K -114 -15%
BAM
127
BOS Asset Management
Illinois
$844K -$12.8K -10 -1%
FHB
128
First Hawaiian Bank
Hawaii
$832K -$199K -155 -19%
VFA
129
Valeo Financial Advisors
Indiana
$815K +$2.98K +300 +0.4%
ICM
130
Islay Capital Management
Texas
$814K – – –
WS
131
Wedbush Securities
California
$778K +$8.97K +7 +1%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$767K +$492K +384 +179%
BC
133
Bowman & Company
Wisconsin
$766K +$7.68K +6 +1%
IC
134
IEQ Capital
California
$753K +$240K +187 +47%
WTC
135
WhitTier Trust Company
Nevada
$692K – – –
PFA
136
Pathway Financial Advisers
Indiana
$649K – – –
AC
137
AlphaCore Capital
California
$648K +$323K +252 +100%
IWN
138
Independent Wealth Network
Iowa
$646K – – –
ISL
139
Ingalls & Snyder LLC
New York
$645K – – –
WA
140
Wambolt & Associates
Colorado
$615K – – –
FIM
141
Fernwood Investment Management
Massachusetts
$601K – – –
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$589K +$11.5K +9 +2%
ACM
143
AlphaStar Capital Management
North Carolina
$577K -$76.9K -60 -12%
MTIM
144
Marathon Trading Investment Management
Pennsylvania
$569K – – –
PHS
145
Pekin Hardy Strauss
Illinois
$563K – – –
Comerica Bank
146
Comerica Bank
Texas
$533K -$25.6K -20 -5%
OIA
147
OneDigital Investment Advisors
Kansas
$533K – – –
Creative Planning
148
Creative Planning
Kansas
$528K -$119K -93 -18%
UBS AM
149
UBS AM
Illinois
$513K +$513K +400 New
CCM
150
Crew Capital Management
Ohio
$494K – – –
4 5
6
7 8