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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
IA
151
IFP Advisors
Florida
$373K
EAM
152
Evanson Asset Management
California
$373K +$373K +250 New
FHA
153
First Horizon Advisors
Tennessee
$373K +$373K +250 New
NDSI
154
Newman Dignan & Sheerar Inc
Rhode Island
$369K +$368K +247 New
BFG
155
Berger Financial Group
Minnesota
$362K +$362K +243 New
SMC
156
Smith, Moore & Co
Missouri
$343K +$343K +230 New
LWM
157
Laidlaw Wealth Management
New York
$335K +$336K +225 New
CSC
158
Cove Street Capital
California
$328K -$50.7K -34 -13%
DADC
159
D.A. Davidson & Co
Montana
$326K +$327K +219 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$307K +$307K +206 New
SPIA
161
Steward Partners Investment Advisory
New York
$304K +$304K +204 New
DLCIG
162
D.L. Carlson Investment Group
New Hampshire
$298K
GF
163
Gries Financial
Ohio
$297K +$297K +199 New
PM
164
Phraction Management
Connecticut
$288K +$288K +193 New
FNBT
165
FineMark National Bank & Trust
Florida
$279K
QPW
166
Quantum Private Wealth
Florida
$277K +$277K +186 New
CFN
167
Cordasco Financial Network
Florida
$276K +$276K +185 New
FAIM
168
Financial Advocates Investment Management
Washington
$268K +$269K +180 New
NA
169
NewEdge Advisors
Louisiana
$264K +$264K +177 New
PCA
170
Pallas Capital Advisors
Massachusetts
$262K +$267K +179 New
MBT
171
Montecito Bank & Trust
California
$239K +$239K +160 New
NCM
172
Nelson Capital Management
California
$238K +$239K +160 New
PPW
173
Pasadena Private Wealth
California
$238K +$239K +160 New
American Century Companies
174
American Century Companies
Missouri
$237K +$237K +159 New
RVPG
175
Relative Value Partners Group
$231K +$231K +155 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.