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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
PP
176
Palladium Partners
Virginia
$224K +$224K +150 New
SWM
177
Stockman Wealth Management
Montana
$218K +$218K +146 New
BCM
178
BTR Capital Management
California
$216K +$216K +145 New
RWP
179
RWA Wealth Partners
Massachusetts
$213K +$213K +143 New
PFPT
180
Pinnacle Financial Partners (Tennessee)
Tennessee
$194K +$194K +130 New
PIA
181
Powell Investment Advisors
Florida
$149K +$149K +100 New
IAS
182
IMA Advisory Services
Colorado
$127K +$127K +85 New
Franklin Resources
183
Franklin Resources
California
$119K +$119K +80 New
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$118K +$118K +79 New
SAM
185
S.A. Mason
Michigan
$112K
CIAS
186
Capital Investment Advisory Services
North Carolina
$104K +$104K +70 New
Manulife (Manufacturers Life Insurance)
187
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$100K +$99.9M +66,972 New
HNB
188
Huntington National Bank
Ohio
$98K -$22.4K -15 -19%
APA
189
American Portfolios Advisors
New York
$85K +$85K +57 New
SWM
190
Selective Wealth Management
Virginia
$75K +$74.6K +50 New
TCM
191
Tradewinds Capital Management
Washington
$67K +$67.1K +45 New
GWSG
192
GPS Wealth Strategies Group
Colorado
$57K +$56.7K +38 New
AF
193
Allworth Financial
California
$55K +$55.2K +37 New
FF
194
FourThought Financial
Florida
$55K +$55.2K +37 New
CCM
195
Covington Capital Management
California
$52K +$52.2K +35 New
BFG
196
Baron Financial Group
New Jersey
$44.7K
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$38K +$38.8K +26 New
GFPC
198
Global Financial Private Client
Florida
$37.3K +$37.3K +25 New
AFG
199
Albion Financial Group
Utah
$37K +$37.3K +25 New
VRM
200
Vectors Research Management
New York
$37K +$37.3K +25 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.