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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.

New
Increased
Maintained
Reduced
Closed
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 %
AFG
201
Albion Financial Group
Utah
$30K – – –
GFPC
202
Global Financial Private Client
Florida
$29.6K – – –
ME
203
McIlrath & Eck
Washington
$25K +$1.19K +1 +5%
BSB
204
Bangor Savings Bank
Maine
$24K – – –
BFEC
205
Benjamin F. Edwards & Company
Missouri
$24K – – –
JWA
206
JFS Wealth Advisors
Pennsylvania
$24K +$24K +20 New
SWM
207
Sugarloaf Wealth Management
Georgia
$23K +$23K +19 New
QC
208
Quent Capital
New York
$20K +$20K +17 New
EI
209
Ellevest Inc
New York
$18K – – –
MCM
210
Manchester Capital Management
Vermont
$18K – – –
SIS
211
Sound Income Strategies
Florida
$12K – – –
GT
212
Glenmede Trust
Pennsylvania
$12K – – –
CTC
213
Central Trust Company
Missouri
$12K +$12K +10 New
FWP
214
FAS Wealth Partners
Kansas
$11K – – –
PA
215
Parallel Advisors
California
$8K -$2.29K -2 -22%
GI
216
Gradient Investments
Minnesota
$8K – – –
WPA
217
West Paces Advisors
Georgia
$7.66K – – –
APA
218
American Portfolios Advisors
New York
$7.22K – – –
GIA
219
GHP Investment Advisors
Colorado
$7K +$7K +6 New
EWA
220
EverSource Wealth Advisors
Alabama
$6K – – –
HC
221
Hoese & Co
Minnesota
$6K – – –
HI
222
Hudock Inc
Pennsylvania
$6K +$6K +5 New
CCM
223
Cribstone Capital Management
Maine
$5K – – –
SWM
224
Spire Wealth Management
Virginia
$4K -$13.3K -10 -77%
ADL
225
Asset Dedication LLC
California
$4K +$4K +3 New
6 7 8
9
10