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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 %
FNBT
176
FineMark National Bank & Trust
Florida
$225K 187 – –
JAG
177
Journey Advisory Group
Kentucky
$211K 175 -20 -10%
CBC
178
Coombe, Bender & Co
New York
$208K 173 – –
WAM
179
Wolverine Asset Management
Illinois
$206K 174 -88 -34%
FAIM
180
Financial Advocates Investment Management
Washington
$205K 171 +1 +0.6%
BBHC
181
Brown Brothers Harriman & Co
New York
$181K 150 – –
PFP
182
Pinnacle Financial Partners
Tennessee
$157K 130 – –
SPIA
183
Steward Partners Investment Advisory
New York
$137K 114 -130 -53%
PIA
184
Powell Investment Advisors
Florida
$119K 100 -24 -19%
HBT
185
Hills Bank & Trust
Iowa
$108K 90 – –
IAS
186
IMA Advisory Services
Colorado
$102K 85 – –
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$95K 79 – –
CCM
188
Covington Capital Management
California
$92K 77 – –
CIAS
189
Capital Investment Advisory Services
North Carolina
$84K 70 – –
HNB
190
Huntington National Bank
Ohio
$79K 66 – –
Franklin Resources
191
Franklin Resources
California
$76K 63 – –
SWM
192
Selective Wealth Management
Virginia
$60K 50 – –
TFS
193
TrustCore Financial Services
Tennessee
$54K 45 – –
LCM
194
Logan Capital Management
Pennsylvania
$53K 44 – –
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$48K 40 -84 -68%
LWP
196
Laurel Wealth Planning
Minnesota
$48K 40 – –
GWSG
197
GPS Wealth Strategies Group
Colorado
$46K 38 – –
AF
198
Allworth Financial
California
$45K 37 – –
AC
199
AlphaCore Capital
California
$41K 34 -12 -26%
FF
200
FourThought Financial
Florida
$37K 31 -6 -16%
6 7
8
9 10