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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

230 hedge funds and large institutions have $2.39B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 15 closing their positions.

Holders
230
Holders Change
+23
Holders Change %
+11.11%
% of All Funds
3.89%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
39
Increased
55
Reduced
64
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
P8IP
1
Pier 88 Investment Partners
California
$15.7M
2
EVM
2
Eaton Vance Management
Massachusetts
$39.6M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$10.9M
4
JIC
4
JRM Investment Counsel
Nebraska
$17.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$71.2M

Top Sellers

1
CAM
1
Camden Asset Management
California
$63.1M
2
BlackRock
2
BlackRock
New York
$303M
3
RJA
3
Raymond James & Associates
Florida
$7.67M
4
SA
4
Stonebridge Advisors
Connecticut
$58.6M
5
SAMC
5
Spectrum Asset Management (Connecticut)
Connecticut
$75.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
226
Concord Wealth Partners
Virginia
$6K 5 +5 New
CCM
227
Cribstone Capital Management
Maine
$5K 4 – –
AWA
228
Artemis Wealth Advisors
New York
$3.14K 4,497 +4,497 New
GEA
229
Glen Eagle Advisors
New Jersey
$2.43K 2 – –
NSIM
230
North Star Investment Management
Illinois
$2K 2 – –
BW
231
Bison Wealth
Georgia
$2K 2 – –
PSC
232
Piper Sandler & Co
Minnesota
$1K 1 +1 New
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$639 534 +3 +0.6%
OCM
234
Oaktree Capital Management
California
– – -5,557 Closed
FMI
235
F/M Investments
District of Columbia
– – -1,717 Closed
SG
236
StoneX Group
New York
– – -905 Closed
LWM
237
Laidlaw Wealth Management
New York
– – -310 Closed
MCC
238
Money Concepts Capital
Florida
– – -295 Closed
GF
239
Gries Financial
Ohio
– – -199 Closed
QPW
240
Quantum Private Wealth
Florida
– – -186 Closed
NCM
241
Nelson Capital Management
California
– – -160 Closed
WPC
242
Wedmont Private Capital
Pennsylvania
– – -158 Closed
RVPG
243
Relative Value Partners Group
– – -155 Closed
TCM
244
Tradewinds Capital Management
Washington
– – -45 Closed
AAP
245
Arax Advisory Partners
Colorado
– – -10 Closed
MA
246
MUFG Americas
New York
– – -5 Closed
SC
247
SouthState Corp
Florida
– – -4 Closed
ADL
248
Asset Dedication LLC
California
– – -3 Closed
CFGS
249
Concourse Financial Group Securities
Alabama
– – – –
6 7 8 9
10