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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

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.

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

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$106M
2
Verition Fund Management
Verition Fund Management
Connecticut
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$63M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.6M
5
State Street
State Street
Massachusetts
$93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
151
Cove Street Capital
California
$291K – – –
MBT
152
Montecito Bank & Trust
California
$287K +$78.3K +60 +38%
CAN
153
Cetera Advisor Networks
California
$281K -$142K -107 -34%
SMC
154
Smith, Moore & Co
Missouri
$278K -$26.5K -20 -9%
American Century Companies
155
American Century Companies
Missouri
$277K +$69.3K +53 +33%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$273K – – –
SPIA
157
Steward Partners Investment Advisory
New York
$272K +$1.33K +1 +0.5%
DLCIG
158
D.L. Carlson Investment Group
New Hampshire
$265K – – –
GF
159
Gries Financial
Ohio
$264K – – –
AAS
160
Ameritas Advisory Services
Nebraska
$258K +$258K +195 New
WCM
161
WealthBridge Capital Management
Ohio
$252K +$252K +190 New
FNBT
162
FineMark National Bank & Trust
Florida
$248K – – –
QPW
163
Quantum Private Wealth
Florida
$246K – – –
BBHC
164
Brown Brothers Harriman & Co
New York
$221K – – –
NCM
165
Nelson Capital Management
California
$212K – – –
WPC
166
Wedmont Private Capital
Pennsylvania
$210K +$210K +158 New
RVPG
167
Relative Value Partners Group
$205K – – –
PTC
168
Private Trust Company
Ohio
$201K +$201K +154 New
PIA
169
Powell Investment Advisors
Florida
$164K +$31.7K +24 +24%
IAS
170
IMA Advisory Services
Colorado
$113K – – –
AC
171
AlphaCore Capital
California
$107K +$107K +81 New
CCM
172
Covington Capital Management
California
$100K +$53.9K +41 +117%
CIAS
173
Capital Investment Advisory Services
North Carolina
$93K – – –
HNB
174
Huntington National Bank
Ohio
$87K – – –
Franklin Resources
175
Franklin Resources
California
$84K -$22.7K -17 -21%
5 6
7
8 9