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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

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 %
BSG
151
Black Swift Group
Colorado
$474K +$89.8K +70 +23%
WOSD
152
WFA of San Diego
California
$471K – – –
William Blair & Company
153
William Blair & Company
Illinois
$447K -$3.85K -3 -0.9%
TSS
154
Two Sigma Securities
New York
$442K +$442K +345 New
MW
155
Marcum Wealth
Ohio
$421K +$2.56K +2 +0.6%
PTC
156
Private Trust Company
Ohio
$418K +$136K +106 +48%
IAA
157
Independent Advisor Alliance
North Carolina
$411K – – –
Brown Advisory
158
Brown Advisory
Maryland
$403K -$1.28K -1 -0.3%
SMC
159
Smith, Moore & Co
Missouri
$397K +$19.2K +15 +5%
QIM
160
Quest Investment Management
Oregon
$396K – – –
AMIM
161
Aull & Monroe Investment Management
Alabama
$389K – – –
WW
162
Westshore Wealth
California
$386K +$12.8K +10 +3%
P
163
&Partners
Tennessee
$372K +$372K +288 New
EM
164
ELCO Management
New York
$369K +$32.1K +25 +10%
LFAS
165
Level Four Advisory Services
Texas
$361K +$16.1K +13 +5%
SWA
166
Stratos Wealth Advisors
Ohio
$355K +$2.57K +2 +0.7%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$354K +$19.2K +15 +6%
PI
168
PFG Investments
New York
$353K – – –
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$349K +$3.85K +3 +1%
NDSI
170
Newman Dignan & Sheerar Inc
Rhode Island
$349K +$3.66K +3 +1%
CAM
171
Cresset Asset Management
Illinois
$346K – – –
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$345K -$210K -164 -38%
RFN
173
RDA Financial Network
Iowa
$336K +$43.6K +34 +15%
WT
174
Whittier Trust
California
$335K -$16.7K -13 -5%
BOM
175
Bank of Marin
California
$333K – – –
5 6
7
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