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

Top Sellers

1
ACM
1
Advent Capital Management
New York
$200M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$26.6M
3
P8IP
3
Pier 88 Investment Partners
California
$1.71M
4
Amundi
4
Amundi
France
$123M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$48.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
51
Neuberger Berman Group
New York
$5.5M -$29.4K -25 -0.5%
Mariner
52
Mariner
Kansas
$5.36M -$42.3K -36 -0.8%
RCYC
53
Richard C. Young & Co
Rhode Island
$5.12M -$106K -90 -2%
HCM
54
Hudson Capital Management
New Jersey
$4.48M +$127K +108 +3%
EIA
55
Edgemoor Investment Advisors
Maryland
$4.18M +$21.2K +18 +0.5%
LTI
56
Laffer Tengler Investments
Tennessee
$4.09M -$44K -38 -1%
Wells Fargo
57
Wells Fargo
California
$4.08M +$173K +147 +4%
Goldman Sachs
58
Goldman Sachs
New York
$4.04M -$43.8K -38 -1%
Jane Street
59
Jane Street
New York
$3.96M +$3.24M +2,757 +455%
DDPIC
60
Deroy & Devereaux Private Investment Counsel
Michigan
$3.67M +$118K +100 +3%
LPL Financial
61
LPL Financial
California
$3.57M +$152K +129 +4%
SG Americas Securities
62
SG Americas Securities
New York
$3.53M – – –
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$3.28M +$180K +153 +6%
FFA
64
First Foundation Advisors
California
$3.26M -$389K -331 -11%
WIM
65
Wittenberg Investment Management
Massachusetts
$3.21M – – –
Osaic Holdings
66
Osaic Holdings
Arizona
$3.16M +$416K +353 +15%
SL
67
Summitry LLC
California
$2.87M -$70.6K -60 -2%
AM
68
AGF Management
Ontario, Canada
$2.82M – – –
Bessemer Group
69
Bessemer Group
New Jersey
$2.67M – – –
Corient Private Wealth
70
Corient Private Wealth
Florida
$2.42M +$2.42M +2,060 New
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$2.42M +$196K +167 +9%
Wellington Management Group
72
Wellington Management Group
Massachusetts
$2.2M – – –
SSWG
73
Seven Springs Wealth Group
Tennessee
$2.19M +$62.3K +53 +3%
EHC
74
Everett Harris & Co
California
$2.12M -$29.4K -25 -1%
SCM
75
Schnieders Capital Management
California
$2.09M +$17.6K +15 +0.8%
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