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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

207 hedge funds and large institutions have $2.61B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 35 closing their positions.

Holders
207
Holders Change
-11
Holders Change %
-5.05%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
26
Increased
50
Reduced
58
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$155M
3
ACM
3
Advent Capital Management
New York
$104M
4
Victory Capital Management
4
Victory Capital Management
Texas
$106M
5
First Manhattan
5
First Manhattan
New York
$16M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$106M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$63M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.6M
5
State Street
5
State Street
Massachusetts
$93M
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
226
M&T Bank
New York
– – -359 Closed
NCM
227
Novare Capital Management
North Carolina
– – -315 Closed
WFMPM
228
Woodley Farra Manion Portfolio Management
Indiana
– – -270 Closed
NDSI
229
Newman Dignan & Sheerar Inc
Rhode Island
– – -247 Closed
CFN
230
Cordasco Financial Network
Florida
– – -185 Closed
FAIM
231
Financial Advocates Investment Management
Washington
– – -180 Closed
PCA
232
Pallas Capital Advisors
Massachusetts
– – -179 Closed
NA
233
NewEdge Advisors
Louisiana
– – -177 Closed
PPW
234
Pasadena Private Wealth
California
– – -160 Closed
PP
235
Palladium Partners
Virginia
– – -150 Closed
SWM
236
Stockman Wealth Management
Montana
– – -146 Closed
BCM
237
BTR Capital Management
California
– – -145 Closed
RWP
238
RWA Wealth Partners
Massachusetts
– – -143 Closed
PFP
239
Pinnacle Financial Partners
Tennessee
– – -130 Closed
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
– – -79 Closed
SAM
241
S.A. Mason
Michigan
– – -75 Closed
GWSG
242
GPS Wealth Strategies Group
Colorado
– – -38 Closed
EWM
243
Edge Wealth Management
New York
– – -24 Closed
WAC
244
William Allan Corp
Colorado
– – -10 Closed
CWP
245
Concord Wealth Partners
Virginia
– – -5 Closed
CFGS
246
Concourse Financial Group Securities
Alabama
– – – –
6 7 8 9
10