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WELLS FARGO 7.5% NON CUMV PERP CONV
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Overview Fund Activity

27 hedge funds and large institutions have $56.9M invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$14M
2
CA
2
CSM Advisors
Pennsylvania
$2.67M
3
WPP
3
Whalerock Point Partners
Rhode Island
$2.19M
4
VHAM
4
Van Hulzen Asset Management
California
$1.95M
5
KAM
5
Knightsbridge Asset Management
California
$6.31M

Top Sellers

1
RA
1
Rational Advisors
New York
$0
2
FMI
2
F/M Investments
District of Columbia
$0
3
SAM
3
Seelaus Asset Management
New Jersey
$0
4
WOSD
4
WFA of San Diego
California
$0
5
BOM
5
Bank of Marin
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OA
1
Oxbow Advisors
Texas
$14M 9,148 +2,850 +45%
RCYC
2
Richard C. Young & Co
Rhode Island
$7.35M 4,816 -70 -1%
KAM
3
Knightsbridge Asset Management
California
$6.31M 4,134 +459 +12%
DDPIC
4
Deroy & Devereaux Private Investment Counsel
Michigan
$4.9M 3,213 – –
WIM
5
Wittenberg Investment Management
Massachusetts
$4.34M 2,844 +100 +4%
LTI
6
Laffer Tengler Investments
Tennessee
$3.46M 2,308 -40 -2%
CA
7
CSM Advisors
Pennsylvania
$2.67M 1,750 +1,750 New
FCMC
8
Founders Capital Management (Connecticut)
Connecticut
$2.47M 1,621 -77 -5%
WPP
9
Whalerock Point Partners
Rhode Island
$2.19M 1,436 +1,436 New
VHAM
10
Van Hulzen Asset Management
California
$1.95M 1,275 +1,275 New
KLWA
11
Kelly Lawrence W & Associates
California
$1.79M 1,175 – –
LA
12
LexAurum Advisors
Kansas
$1.32M 864 +217 +34%
GWM
13
Greenwich Wealth Management
Connecticut
$774K 507 -36 -7%
AA
14
Ancora Advisors
Ohio
$670K 439 -78 -15%
QIM
15
Quest Investment Management
Oregon
$490K 321 – –
CSC
16
Cove Street Capital
California
$387K 254 – –
IA
17
IFP Advisors
Florida
$382K 250 – –
SPIA
18
Steward Partners Investment Advisory
New York
$311K 204 +204 New
DLCIG
19
D.L. Carlson Investment Group
New Hampshire
$305K 200 – –
FNBT
20
FineMark National Bank & Trust
Florida
$285K 187 – –
ADBIC
21
A.D. Beadell Investment Counsel
Wisconsin
$227K 149 – –
HNB
22
Huntington National Bank
Ohio
$124K 81 – –
SAM
23
S.A. Mason
Michigan
$114K 75 – –
BFG
24
Baron Financial Group
New Jersey
$45.8K 30 – –
EWM
25
Edge Wealth Management
New York
$36K 24 – –
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