Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
26 hedge funds and large institutions have $49.1M invested in Wells Fargo 7.5% Non Cumv Perp Conv in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 4 closing their positions.
4% less funds holding
Funds holding: 27 → 26 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
55% less capital inflows, than outflows
Capital inflows: $5.16M | Capital outflows: $11.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
F/M Investments
Washington,
District of Columbia
|
+$2.48M |
| 2 |
Oxbow Advisors
Austin,
Texas
|
+$1.68M |
| 3 |
WFA of San Diego
San Diego,
California
|
+$968K |
| 4 |
West Paces Advisors
Atlanta,
Georgia
|
+$19.7K |
| 5 |
Ancora Advisors
Cleveland,
Ohio
|
+$15.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Knightsbridge Asset Management
Newport Beach,
California
|
-$4.54M |
| 2 |
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
|
-$2.47M |
| 3 |
Whalerock Point Partners
Providence,
Rhode Island
|
-$2.19M |
| 4 |
Van Hulzen Asset Management
El Dorado Hills,
California
|
-$1.94M |
| 5 |
Steward Partners Investment Advisory
New York
|
-$311K |
WFC.PRL Hedge Fund Activity: Q3 2021 in Review
26 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) for Q3 2021, worth a combined $49.1M — down 14% from $56.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WFC.PRL and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was F/M Investments, opening a new position worth an estimated $2.48M. The largest seller was Knightsbridge Asset Management, cutting an estimated $4.54M.
- 26 institutional investors held Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) as of Q3 2021, down from 27 in Q2 2021.
- Funds reported $49.1M of Wells Fargo 7.5% Non Cumv Perp Conv stock for Q3 2021, down 14% quarter-over-quarter.
- 3 funds opened new Wells Fargo 7.5% Non Cumv Perp Conv positions in Q3 2021 and 4 closed out, a net change of -1 holder.
- The largest Wells Fargo 7.5% Non Cumv Perp Conv buyer in Q3 2021 was F/M Investments, an estimated $2.48M added.
- The largest Wells Fargo 7.5% Non Cumv Perp Conv seller in Q3 2021 was Knightsbridge Asset Management, an estimated $4.54M sold.
Based on aggregated 13F filings for Q3 2021.