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WELLS FARGO 7.5% NON CUMV PERP CONV
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Overview Fund Activity

237 hedge funds and large institutions have $2.76B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.79%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
23
Increased
67
Reduced
69
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$27.5M
2
CAM
Camden Asset Management
California
$61.8M
3
First Trust Advisors
First Trust Advisors
Illinois
$156M
4
Jane Street
Jane Street
New York
$3.96M
5
SA
Stonebridge Advisors
Connecticut
$57.8M

Top Sellers

1
ACM
Advent Capital Management
New York
$200M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26.6M
3
P8IP
Pier 88 Investment Partners
California
$1.71M
4
Amundi
Amundi
France
$123M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$48.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
226
FAS Wealth Partners
Kansas
$10.6K – – –
GI
227
Gradient Investments
Minnesota
$8.23K – – –
GIA
228
GHP Investment Advisors
Colorado
$7.06K – – –
HC
229
Hoese & Co
Minnesota
$5.96K – – –
EWA
230
EverSource Wealth Advisors
Alabama
$5.88K – – –
CSPIA
231
Cary Street Partners Investment Advisory
Virginia
$5.88K – – –
CWP
232
Concord Wealth Partners
Virginia
$5.88K – – –
Commonwealth Equity Services
233
Commonwealth Equity Services
Massachusetts
$5.22K +$2.09K +1,777 +67%
SSC
234
Syverson Strege & Co
Iowa
$4.71K +$4.71K +4 New
ADL
235
Asset Dedication LLC
California
$4K – – –
JHCP
236
Jackson Hole Capital Partners
Oklahoma
$3.53K +$3.53K +3 New
GEA
237
Glen Eagle Advisors
New Jersey
$2.35K – – –
AF
238
Advisornet Financial
Minnesota
$2.35K – – –
NSIM
239
North Star Investment Management
Illinois
$2.35K – – –
HGERS
240
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +2 New
AWA
241
Artemis Wealth Advisors
New York
– -$5.36M -4,500 Closed
RA
242
Rational Advisors
New York
– -$4.96M -4,183 Closed
WOSD
243
WFA of San Diego
California
– -$697K -588 Closed
GWM
244
Greenwich Wealth Management
Connecticut
– -$614K -518 Closed
TSS
245
Two Sigma Securities
New York
– -$596K -503 Closed
AA
246
Ancora Advisors
Ohio
– -$565K -477 Closed
MCC
247
Money Concepts Capital
Florida
– -$555K -468 Closed
Barclays
248
Barclays
United Kingdom
– -$415K -350 Closed
PCM
249
Prelude Capital Management
New York
– -$356K -300 Closed
DLCIG
250
D.L. Carlson Investment Group
New Hampshire
– -$237K -200 Closed
7 8 9
10
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