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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

26 hedge funds and large institutions have $49.1M invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMI
1
F/M Investments
District of Columbia
$2.43M
2
OA
2
Oxbow Advisors
Texas
$15.2M
3
WOSD
3
WFA of San Diego
California
$948K
4
WPA
4
West Paces Advisors
Georgia
$19.3K
5
AA
5
Ancora Advisors
Ohio
$665K

Top Sellers

1
KAM
1
Knightsbridge Asset Management
California
$1.68M
2
FCMC
2
Founders Capital Management (Connecticut)
Connecticut
$0
3
WPP
3
Whalerock Point Partners
Rhode Island
$0
4
VHAM
4
Van Hulzen Asset Management
California
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OA
1
Oxbow Advisors
Texas
$15.2M 10,257 +1,109 +12%
RCYC
2
Richard C. Young & Co
Rhode Island
$7.09M 4,781 -35 -0.7%
DDPIC
3
Deroy & Devereaux Private Investment Counsel
Michigan
$4.76M 3,213 – –
WIM
4
Wittenberg Investment Management
Massachusetts
$4.22M 2,844 – –
LTI
5
Laffer Tengler Investments
Tennessee
$3.37M 2,284 -24 -1%
CA
6
CSM Advisors
Pennsylvania
$2.59M 1,750 – –
FMI
7
F/M Investments
District of Columbia
$2.43M 1,638 +1,638 New
KLWA
8
Kelly Lawrence W & Associates
California
$1.74M 1,175 – –
KAM
9
Knightsbridge Asset Management
California
$1.68M 1,135 -2,999 -73%
LA
10
LexAurum Advisors
Kansas
$1.28M 864 – –
WOSD
11
WFA of San Diego
California
$948K 640 +640 New
GWM
12
Greenwich Wealth Management
Connecticut
$751K 507 – –
AA
13
Ancora Advisors
Ohio
$665K 449 +10 +2%
QIM
14
Quest Investment Management
Oregon
$476K 321 – –
CSC
15
Cove Street Capital
California
$376K 254 – –
IA
16
IFP Advisors
Florida
$371K 250 – –
DLCIG
17
D.L. Carlson Investment Group
New Hampshire
$296K 200 – –
FNBT
18
FineMark National Bank & Trust
Florida
$277K 187 – –
ADBIC
19
A.D. Beadell Investment Counsel
Wisconsin
$220K 149 – –
HNB
20
Huntington National Bank
Ohio
$120K 81 – –
SAM
21
S.A. Mason
Michigan
$111K 75 – –
BFG
22
Baron Financial Group
New Jersey
$44.5K 30 – –
EWM
23
Edge Wealth Management
New York
$36K 24 – –
WPA
24
West Paces Advisors
Georgia
$19.3K 13 +13 New
CCM
25
Cribstone Capital Management
Maine
$6K 4 – –
1
2