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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 Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
151
HighTower Advisors
Illinois
$403K +$2.41K +2 +0.6%
Cambridge Investment Research Advisors
152
Cambridge Investment Research Advisors
Iowa
$393K -$21.7K -18 -5%
QIM
153
Quest Investment Management
Oregon
$386K – – –
NA
154
NewEdge Advisors
Louisiana
$384K -$92.7K -77 -19%
SA
155
Strategic Advisors
New York
$362K +$1.2K +1 +0.3%
CAN
156
Cetera Advisor Networks
California
$329K +$19.3K +16 +6%
IA
157
IFP Advisors
Florida
$319K +$3.78K +3 +1%
PAG
158
Private Advisor Group
New Jersey
$311K +$311K +259 New
FHA
159
First Horizon Advisors
Tennessee
$301K – – –
EAM
160
Evanson Asset Management
California
$301K – – –
GCIA
161
Gabelli & Co Investment Advisers
New York
$301K – – –
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$300K +$300K +249 New
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$296K +$48.1K +40 +19%
American Century Companies
164
American Century Companies
Missouri
$273K +$29.3K +25 +12%
BFG
165
Berger Financial Group
Minnesota
$268K – – –
CSC
166
Cove Street Capital
California
$265K – – –
SMC
167
Smith, Moore & Co
Missouri
$262K – – –
MBT
168
Montecito Bank & Trust
California
$257K – – –
RFN
169
RDA Financial Network
Iowa
$244K – – –
DLCIG
170
D.L. Carlson Investment Group
New Hampshire
$241K – – –
GF
171
Gries Financial
Ohio
$240K +$240K +199 New
WCM
172
WealthBridge Capital Management
Ohio
$231K – – –
OWP
173
Obermeyer Wealth Partners
Colorado
$230K +$230K +191 New
PTC
174
Private Trust Company
Ohio
$226K +$12K +10 +6%
AWA
175
Arete Wealth Advisors
Illinois
$226K +$226K +188 New
5 6
7
8 9