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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.

New
Increased
Maintained
Reduced
Closed
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 %
CL
176
Choreo LLC
Illinois
$332K -$21.8K -17 -6%
FHA
177
First Horizon Advisors
Tennessee
$321K – – –
EAM
178
Evanson Asset Management
California
$321K – – –
GCIA
179
Gabelli & Co Investment Advisers
New York
$321K – – –
Citadel Advisors
180
Citadel Advisors
Florida
$318K +$318K +248 New
CIC
181
Chilton Investment Company
Connecticut
$306K – – –
AAS
182
Avantax Advisory Services
Texas
$271K +$271K +211 New
HWM
183
HB Wealth Management
Georgia
$264K – – –
BFG
184
Berger Financial Group
Minnesota
$258K -$25.7K -20 -9%
SW
185
Simplicity Wealth
New Jersey
$256K – – –
KA
186
Kovack Advisors
Florida
$249K +$249K +194 New
AA
187
AQR Arbitrage
Connecticut
$244K +$25.7K +20 +12%
Cerity Partners
188
Cerity Partners
New York
$242K -$108K -84 -31%
NFC
189
Northeast Financial Consultants
Connecticut
$237K – – –
MBT
190
Montecito Bank & Trust
California
$237K – – –
OAM
191
Oppenheimer Asset Management
New York
$235K -$6.41K -5 -3%
NA
192
NewEdge Advisors
Louisiana
$224K – – –
FAIM
193
Financial Advocates Investment Management
Washington
$221K – – –
BAG
194
Bridgewealth Advisory Group
California
$221K – – –
RTC
195
Riverview Trust Company
Washington
$214K – – –
OWP
196
Obermeyer Wealth Partners
Colorado
$212K +$212K +165 New
IRM
197
Income Research & Management
Massachusetts
$211K +$211K +165 New
SA
198
Strategic Advisors
New York
$210K +$210K +164 New
EH
199
Equitable Holdings
New York
$208K +$208K +162 New
NCM
200
Nelson Capital Management
California
$205K +$205K +160 New
6 7
8
9 10