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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

250 hedge funds and large institutions have $2.96B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
3.62%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
27
Increased
62
Reduced
68
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$355M
2
SA
Stonebridge Advisors
Connecticut
$82.4M
3
First Trust Advisors
First Trust Advisors
Illinois
$182M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$64.3M
5
Victory Capital Management
Victory Capital Management
Texas
$113M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$57.6M
2
CAM
Camden Asset Management
California
$11M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$84.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19M
5
ACM
Advent Capital Management
New York
$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
176
PFG Investments
New York
$335K +$335K +275 New
CAM
177
Cresset Asset Management
Illinois
$329K – – –
BOM
178
Bank of Marin
California
$322K – – –
GCIA
179
Gabelli & Co Investment Advisers
New York
$305K – – –
FHA
180
First Horizon Advisors
Tennessee
$305K – – –
EAM
181
Evanson Asset Management
California
$305K – – –
CIC
182
Chilton Investment Company
Connecticut
$292K – – –
CIC
183
Carnegie Investment Counsel
Ohio
$275K +$275K +226 New
BFG
184
Berger Financial Group
Minnesota
$269K – – –
RFN
185
RDA Financial Network
Iowa
$259K – – –
PTC
186
Private Trust Company
Ohio
$251K +$26.8K +22 +12%
SW
187
Simplicity Wealth
New Jersey
$244K +$244K +200 New
HWM
188
HB Wealth Management
Georgia
$232K – – –
AAS
189
Ameritas Advisory Services
Nebraska
$231K – – –
FNBT
190
FineMark National Bank & Trust
Florida
$228K – – –
MBT
191
Montecito Bank & Trust
California
$226K – – –
NFC
192
Northeast Financial Consultants
Connecticut
$226K – – –
WCM
193
WealthBridge Capital Management
Ohio
$224K – – –
NA
194
NewEdge Advisors
Louisiana
$213K +$116K +95 +119%
BAG
195
Bridgewealth Advisory Group
California
$210K – – –
FAIM
196
Financial Advocates Investment Management
Washington
$209K +$1.22K +1 +0.6%
RTC
197
Riverview Trust Company
Washington
$204K +$204K +167 New
BBI
198
Baxter Bros Inc
Connecticut
$202K +$202K +165 New
IRM
199
Income Research & Management
Massachusetts
$201K +$201K +165 New
OWP
200
Obermeyer Wealth Partners
Colorado
$201K +$201K +165 New
6 7
8
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