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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

228 hedge funds and large institutions have $2.85B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 60 reducing their positions, and 17 closing their positions.

Holders
228
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
3.94%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
18
Increased
71
Reduced
60
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$448M
2
CW
2
Connectus Wealth
Ohio
$37.3M
3
ACM
3
Advent Capital Management
New York
$137M
4
SIM
4
SSI Investment Management
California
$22.1M
5
State Street
5
State Street
Massachusetts
$89.6M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$8.28M
2
CAM
2
Camden Asset Management
California
$34.5M
3
ECG
3
Edge Capital Group
Georgia
$435K
4
BlackRock
4
BlackRock
New York
$291M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GEA
226
Glen Eagle Advisors
New Jersey
$2.41K 2 – –
NSIM
227
North Star Investment Management
Illinois
$2K 2 – –
HGERS
228
Householder Group Estate & Retirement Specialist
Arizona
$2K 2 +2 New
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$1.03K 878 +344 +64%
NDSI
230
Newman Dignan & Sheerar Inc
Rhode Island
$319 265 +3 +1%
PWP
231
Principle Wealth Partners
Connecticut
$301 250 – –
CBB
232
Citizens Business Bank
California
– – -1,335 Closed
Lazard Asset Management
233
Lazard Asset Management
New York
– – -986 Closed
NCM
234
Novare Capital Management
North Carolina
– – -330 Closed
OAM
235
Oberweis Asset Management
Illinois
– – -225 Closed
AAS
236
Ameritas Advisory Services
Nebraska
– – -195 Closed
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
– – -194 Closed
FC
238
Fore Capital
New York
– – -186 Closed
SSC
239
Syverson Strege & Co
Iowa
– – -39 Closed
BFG
240
Baron Financial Group
New Jersey
– – -30 Closed
VRM
241
Vectors Research Management
New York
– – -25 Closed
CT
242
Cambridge Trust
Massachusetts
– – -25 Closed
GWM
243
Geneos Wealth Management
Colorado
– – -20 Closed
TAM
244
Townsend Asset Management
North Carolina
– – -10 Closed
MRCM
245
M&R Capital Management
New Jersey
– – -10 Closed
CWP
246
Concord Wealth Partners
Virginia
– – -5 Closed
BW
247
Bison Wealth
Georgia
– – -2 Closed
PSC
248
Piper Sandler & Co
Minnesota
– – -1 Closed
CFGS
249
Concourse Financial Group Securities
Alabama
– – – –
6 7 8 9
10