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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

255 hedge funds and large institutions have $2.85B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
–
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
24
Increased
72
Reduced
79
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UIA
Ulland Investment Advisors
Minnesota
$11.9M
2
State Street
State Street
Massachusetts
$77.5M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$714M
4
BlackRock
BlackRock
New York
$352M
5
First Trust Advisors
First Trust Advisors
Illinois
$190M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$21.9M
2
SA
Stonebridge Advisors
Connecticut
$43.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$17.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$9.44M
5
ACM
Advent Capital Management
New York
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
176
Wolverine Asset Management
Illinois
$324K +$324K +273 New
IAA
177
Independent Advisor Alliance
North Carolina
$316K -$65.7K -55 -17%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$313K -$11.9K -10 -4%
CL
179
Choreo LLC
Illinois
$310K +$1.19K +1 +0.4%
GCIA
180
Gabelli & Co Investment Advisers
New York
$299K – – –
FHA
181
First Horizon Advisors
Tennessee
$299K – – –
EAM
182
Evanson Asset Management
California
$299K – – –
ECG
183
Edge Capital Group
Georgia
$293K +$293K +220,705 New
CCM
184
Crew Capital Management
Ohio
$281K -$179K -150 -39%
IA
185
IFG Advisory
Georgia
$252K +$252K +211 New
KA
186
Kovack Advisors
Florida
$250K +$17.9K +15 +8%
AAS
187
Avantax Advisory Services
Texas
$246K -$5.97K -5 -2%
HWM
188
HB Wealth Management
Georgia
$246K – – –
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$246K +$64.5K +54 +36%
SW
190
Simplicity Wealth
New Jersey
$239K – – –
Jones Financial Companies
191
Jones Financial Companies
Missouri
$239K +$158K +132 +194%
SA
192
Strategic Advisors
New York
$234K +$38.2K +32 +20%
AAS
193
Ameritas Advisory Services
Nebraska
$233K +$233K +195 New
AA
194
AQR Arbitrage
Connecticut
$226K – – –
BAG
195
Bridgewealth Advisory Group
California
$225K +$15.8K +13 +8%
MBT
196
Montecito Bank & Trust
California
$220K – – –
Cerity Partners
197
Cerity Partners
New York
$209K -$16.7K -14 -7%
FAIM
198
Financial Advocates Investment Management
Washington
$209K +$3.58K +3 +2%
OAM
199
Oppenheimer Asset Management
New York
$204K -$14.3K -12 -7%
NA
200
NewEdge Advisors
Louisiana
$203K -$5.97K -5 -3%
6 7
8
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