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Wells Fargo 7.5% Non Cumv Perp Conv

152 hedge funds and large institutions have $3.44B invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

6% more capital invested

Capital invested by funds: $3.25B → $3.44B (+$192M)

1% more funds holding

Funds holding: 150152 (+2)

1.47% less ownership

Funds ownership: 70.64%69.17% (-1.5%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
152
Holders Change
+2
Holders Change %
+1.33%
% of All Funds
4.06%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
13
Increased
41
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
151
Glenmede Trust
Pennsylvania
$12K
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$12K
IWMPD
153
Integrated Wealth Management (Palm Desert)
California
$8K
DAC
154
Dividend Assets Capital
South Carolina
$8K +$7.46K +6 New
DADC
155
D.A. Davidson & Co
Montana
$6K +$1.24K +1 +25%
TDC
156
Thompson Davis & Co
Virginia
$5K
CCM
157
Cribstone Capital Management
Maine
$5K +$4.98K +4 New
LIA
158
LS Investment Advisors
Michigan
$3K
WOC
159
West Oak Capital
California
$2.6K
CIBC World Market
160
CIBC World Market
Ontario, Canada
-$2.52M -2,090 Closed
PAG
161
Private Advisor Group
New Jersey
-$859K -1,894 Closed
OHA
162
Oak Hill Advisors
New York
-$1.23M -1,022 Closed
RVPG
163
Relative Value Partners Group
-$690K -573 Closed
CIM
164
Calvert Investment Management
Maryland
-$639K -530 Closed
V
165
Veritable
Delaware
-$602K -500 Closed
AIG
166
American International Group
New York
-$405K -336 Closed
BRWA
167
B. Riley Wealth Advisors
Florida
-$229K -190 Closed
WIC
168
Woodmont Investment Counsel
Tennessee
-$36K -30 Closed
PSC
169
Piper Sandler & Co
Minnesota
-$24K -20 Closed

WFC.PRL Hedge Fund Activity: Q2 2016 in Review

152 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) for Q2 2016, worth a combined $3.44B — up 5.9% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WFC.PRL positions and 10 closed out — a net gain of 3 holders — while 41 added to existing stakes and 36 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $21.5M. The largest seller was American Century Companies, cutting an estimated $50.5M.

  • 152 institutional investors held Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) as of Q2 2016, up from 150 in Q1 2016.
  • Funds reported $3.44B of Wells Fargo 7.5% Non Cumv Perp Conv stock for Q2 2016, up 5.9% quarter-over-quarter.
  • 13 funds opened new Wells Fargo 7.5% Non Cumv Perp Conv positions in Q2 2016 and 10 closed out, a net change of +3 holders.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv buyer in Q2 2016 was T. Rowe Price Associates, an estimated $21.5M added.
  • The largest Wells Fargo 7.5% Non Cumv Perp Conv seller in Q2 2016 was American Century Companies, an estimated $50.5M sold.

Based on aggregated 13F filings for Q2 2016.