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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

250 hedge funds and large institutions have $3.03B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
–
Holders Change %
0%
% of All Funds
3.64%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
26
Increased
61
Reduced
75
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
State Street
Massachusetts
$189M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$22.5M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$707M
4
Cohen & Steers
Cohen & Steers
New York
$18.3M
5
UIA
Ulland Investment Advisors
Minnesota
$12.5M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.4M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$100K
4
ACM
Advent Capital Management
New York
$212M
5
Jane Street
Jane Street
New York
$999K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
201
Pinnacle Financial Partners
Tennessee
$126K – – –
IA
202
IFP Advisors
Florida
$125K -$11.9K -10 -9%
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K – – –
PIA
204
Powell Investment Advisors
Florida
$119K – – –
WAM
205
Wolverine Asset Management
Illinois
$119K +$119K +100 New
SPIA
206
Steward Partners Investment Advisory
New York
$118K – – –
HBT
207
Hills Bank & Trust
Iowa
$107K – – –
Loomis, Sayles & Company
208
Loomis, Sayles & Company
Massachusetts
$100K -$16.5M -278,095 -99%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$96.3K – – –
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$95K -$14.3K -12 -13%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$71.3K -$23.8K -20 -25%
ATPW
212
Ashton Thomas Private Wealth
Arizona
$67.8K +$67.8K +57 New
BFPW
213
BOK Financial Private Wealth
Colorado
$59.4K – – –
Franklin Resources
214
Franklin Resources
California
$57.1K – – –
PS
215
Principal Securities
Iowa
$53.5K – – –
LCM
216
Logan Capital Management
Pennsylvania
$52K – – –
VIA
217
Virtus Investment Advisers
Connecticut
$48.7K – – –
GWSG
218
GPS Wealth Strategies Group
Colorado
$45.2K – – –
AF
219
Allworth Financial
California
$43.2K +$3.6K +3 +9%
FFA
220
Farther Finance Advisors
California
$42.6K – – –
CTA
221
Colonial Trust Advisors
South Carolina
$39.2K – – –
USB
222
Union Savings Bank
Connecticut
$38K – – –
NS
223
NBC Securities
Alabama
$38K – – –
AFG
224
Albion Financial Group
Utah
$29.7K – – –
GFPC
225
Global Financial Private Client
Florida
$29.7K – – –
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9
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