WFC.PRL icon

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 %
Mariner
51
Mariner
Kansas
$5.46M 4,535 +4,535 New
AWA
52
Artemis Wealth Advisors
New York
$5.41M 4,500 +3 +0.1%
RA
53
Rational Advisors
New York
$5.04M 4,183 +700 +20%
SWP
54
Stratos Wealth Partners
Ohio
$4.93M 4,094 -673 -14%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$4.7M 3,906 +114 +3%
CIC
56
Crawford Investment Counsel
Georgia
$4.32M 3,699 +16 +0.4%
HCM
57
Hudson Capital Management
New Jersey
$4.29M 3,559 +5 +0.1%
EIA
58
Edgemoor Investment Advisors
Maryland
$4.25M 3,530 +127 +4%
Goldman Sachs
59
Goldman Sachs
New York
$4.17M 3,571 +26 +0.7%
Wells Fargo
60
Wells Fargo
California
$4.16M 3,451 +2 +0.1%
KAS
61
Kestra Advisory Services
Texas
$4.08M 3,391 +2,378 +235%
PM
62
Phraction Management
Connecticut
$3.9M 3,243 +710 +28%
FFA
63
First Foundation Advisors
California
$3.82M 3,172 +152 +5%
LPL Financial
64
LPL Financial
California
$3.77M 3,134 +5 +0.2%
DDPIC
65
Deroy & Devereaux Private Investment Counsel
Michigan
$3.63M 3,018 -75 -2%
SG Americas Securities
66
SG Americas Securities
New York
$3.61M 3,000 – –
WIM
67
Wittenberg Investment Management
Massachusetts
$3.27M 2,717 -10 -0.4%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.13M 2,600 +13 +0.5%
SL
69
Summitry LLC
California
$3.08M 2,556 -223 -8%
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$3.07M 2,552 +8 +0.3%
LTI
71
Laffer Tengler Investments
Tennessee
$2.88M 2,432 -94 -4%
Osaic Holdings
72
Osaic Holdings
Arizona
$2.76M 2,286 +99 +5%
Bessemer Group
73
Bessemer Group
New Jersey
$2.73M 2,271 – –
EHC
74
Everett Harris & Co
California
$2.46M 2,061 -147 -7%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$2.41M 2,001 -338 -14%
1 2
3
4 5