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WELLS FARGO 7.5% NON CUMV PERP CONV
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Overview Fund Activity

207 hedge funds and large institutions have $2.61B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 35 closing their positions.

Holders
207
Holders Change
-11
Holders Change %
-5.05%
% of All Funds
3.28%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
26
Increased
50
Reduced
58
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.3M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$155M
3
ACM
3
Advent Capital Management
New York
$104M
4
Victory Capital Management
4
Victory Capital Management
Texas
$106M
5
First Manhattan
5
First Manhattan
New York
$16M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$106M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$63M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.6M
5
State Street
5
State Street
Massachusetts
$93M
Name Market Value Shares Shares
Change 		Shares
Change %
CCG
101
Coastwise Capital Group
California
$1.05M 21,618 +21,618 New
KAS
102
Kestra Advisory Services
Texas
$1.01M 764 -21 -3%
CPIG
103
Chicago Partners Investment Group
Illinois
$1M 826 -9 -1%
LFAS
104
Level Four Advisory Services
Texas
$946K 714 +18 +3%
CF
105
Centaurus Financial
California
$945K 713 -26 -4%
ISL
106
Ingalls & Snyder LLC
New York
$921K 695 -40 -5%
WOSD
107
WFA of San Diego
California
$844K 637 +10 +2%
BC
108
Bowman & Company
Wisconsin
$829K 626 +2 +0.3%
VFA
109
Valeo Financial Advisors
Indiana
$827K 81,934 +81,934 New
WTC
110
WhitTier Trust Company
Nevada
$802K 605 – –
UBS AM
111
UBS AM
Illinois
– – – –
FIM
112
Fernwood Investment Management
Massachusetts
$784K 592 – –
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$695K 531 +505 +1,942%
IWN
114
Independent Wealth Network
Iowa
$683K 516 +16 +3%
SC
115
Searle & Co
Connecticut
$663K 500 – –
Nuveen Asset Management
116
Nuveen Asset Management
Illinois
– – – –
SC
117
Scotia Capital
Ontario, Canada
$623K 470 +15 +3%
CCM
118
Crew Capital Management
Ohio
$613K 463 – –
AMIM
119
Aull & Monroe Investment Management
Alabama
$598K 451 – –
MTIM
120
Marathon Trading Investment Management
Pennsylvania
$588K 444 – –
DADC
121
D.A. Davidson & Co
Montana
$587K 443 +224 +102%
AA
122
Ancora Advisors
Ohio
$576K 435 -14 -3%
BOM
123
Bank of Marin
California
$557K 420 – –
PWP
124
Principle Wealth Partners
Connecticut
$538K 406 – –
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$522K 394 -852 -68%
3 4
5
6 7