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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 %
KLWA
101
Kelly Lawrence W & Associates
California
$1.33M 1,134 +15 +1%
Ameriprise
102
Ameriprise
Minnesota
$1.28M 1,065 +101 +10%
SSWG
103
Seven Springs Wealth Group
Tennessee
$1.25M 1,035 +36 +4%
SAM
104
Seelaus Asset Management
New Jersey
$1.17M 968 -12 -1%
LA
105
LexAurum Advisors
Kansas
$1.16M 964 +41 +4%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$1.1M 922 +922 New
PCM
107
Pennsylvania Capital Management
Pennsylvania
$1.09M 902 – –
Russell Investments Group
108
Russell Investments Group
United Kingdom
$1.08M 900,000 -582,000 -39%
CPIG
109
Chicago Partners Investment Group
Illinois
$1.04M 917 +50 +6%
CCM
110
Chilton Capital Management
Texas
$1.01M 836 -115 -12%
UCFA
111
United Capital Financial Advisors
Texas
$999K 830 +27 +3%
VFA
112
Valeo Financial Advisors
Indiana
$931K 82,077 +81 +0.1%
CCG
113
Coastwise Capital Group
California
$879K 21,849 -1,307 -6%
Creative Planning
114
Creative Planning
Kansas
$873K 725 -77 -10%
SC
115
Scotia Capital
Ontario, Canada
$857K 712 +55 +8%
LFAS
116
Level Four Advisory Services
Texas
$852K 708 – –
GWM
117
Greenwich Wealth Management
Connecticut
$836K 694 -66 -9%
ISL
118
Ingalls & Snyder LLC
New York
$815K 677 -18 -3%
SC
119
Searle & Co
Connecticut
$813K 675 – –
CF
120
Centaurus Financial
California
$779K 647 – –
WTC
121
WhitTier Trust Company
Nevada
$773K 642 – –
BC
122
Bowman & Company
Wisconsin
$762K 633 +4 +0.6%
WS
123
Wedbush Securities
California
$728K 605 +38 +7%
WOSD
124
WFA of San Diego
California
$714K 593 -10 -2%
Citadel Advisors
125
Citadel Advisors
Florida
$695K 591 +275 +87%
3 4
5
6 7