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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
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$29.3M
3
CAM
3
Camden Asset Management
California
$34.5M
4
ECG
4
Edge Capital Group
Georgia
$435K
5
BlackRock
5
BlackRock
New York
$291M
Name Market Value Shares Shares
Change 		Shares
Change %
IWN
126
Independent Wealth Network
Iowa
$625K 519 – –
FHB
127
First Hawaiian Bank
Hawaii
$619K 514 +228 +80%
UBS AM
128
UBS AM
Illinois
– – – –
FIM
129
Fernwood Investment Management
Massachusetts
$592K 492 – –
AA
130
Ancora Advisors
Ohio
$582K 483 – –
AMIM
131
Aull & Monroe Investment Management
Alabama
$543K 451 – –
MTIM
132
Marathon Trading Investment Management
Pennsylvania
$535K 444 – –
HIP
133
HUB Investment Partners
Texas
$530K 440 +1 +0.2%
CCM
134
Crew Capital Management
Ohio
$526K 437 -5 -1%
GL
135
Graypoint LLC
New York
$510K 424 +30 +8%
William Blair & Company
136
William Blair & Company
Illinois
$507K 421 +120 +40%
OIA
137
OneDigital Investment Advisors
Kansas
$497K 413 – –
BOM
138
Bank of Marin
California
$494K 410 -10 -2%
NW
139
NewEdge Wealth
Pennsylvania
$482K 400 +76 +23%
VAS
140
Vestmark Advisory Solutions
Massachusetts
$482K 400 +153 +62%
DADC
141
D.A. Davidson & Co
Montana
$465K 387 -56 -13%
Nuveen Asset Management
142
Nuveen Asset Management
Illinois
– – – –
CAM
143
Cresset Asset Management
Illinois
$436K 362 +10 +3%
ECG
144
Edge Capital Group
Georgia
$435K 365 -8,426 -96%
Brown Advisory
145
Brown Advisory
Maryland
$433K 370 – –
WT
146
Whittier Trust
California
$427K 355 – –
EM
147
ELCO Management
New York
$421K 350 -10 -3%
NFC
148
Northeast Financial Consultants
Connecticut
$419K 348 – –
HA
149
Hamel Associates
New Jersey
$415K 345 -12 -3%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$406K 337 +10 +3%
4 5
6
7 8