We are live on ! Find out more
WFC.PRL icon

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
EWM
201
Edge Wealth Management
New York
$36K
BFEC
202
Benjamin F. Edwards & Company
Missouri
$30K +$29.8K +20 New
RFA
203
Reilly Financial Advisors
California
$30K +$29.8K +20 New
ME
204
McIlrath & Eck
Washington
$29K +$29.8K +20 New
MCM
205
Manchester Capital Management
Vermont
$22K +$22.4K +15 New
SIS
206
Sound Income Strategies
Florida
$21K +$20.9K +14 New
AAP
207
Arax Advisory Partners
Colorado
$15K +$14.9K +10 New
WAC
208
William Allan Corp
Colorado
$15K +$14.9K +10 New
GT
209
Glenmede Trust
Pennsylvania
$14K +$14.9K +10 New
FWP
210
FAS Wealth Partners
Kansas
$13K +$13.4K +9 New
HFA
211
HC Financial Advisors
California
$10K +$10.4K +7 New
WPA
212
West Paces Advisors
Georgia
$9.06K -$10.4K -7 -54%
CWP
213
Concord Wealth Partners
Virginia
$7K +$7.46K +5 New
EWA
214
EverSource Wealth Advisors
Alabama
$7K +$7.46K +5 New
HC
215
Hoese & Co
Minnesota
$7K +$7.46K +5 New
MA
216
MUFG Americas
New York
$7K +$7.46K +5 New
CCM
217
Cribstone Capital Management
Maine
$6K
ADL
218
Asset Dedication LLC
California
$4K +$4.47K +3 New
BW
219
Bison Wealth
Georgia
$3K +$2.98K +2 New
GEA
220
Glen Eagle Advisors
New Jersey
$2.98K
BBHC
221
Brown Brothers Harriman & Co
New York
$249 +$249K +167 New
FMI
222
F/M Investments
District of Columbia
-$2.43M -1,638 Closed
ADBIC
223
A.D. Beadell Investment Counsel
Wisconsin
-$220K -149 Closed

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.