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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

61 hedge funds and large institutions have $486M invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 153 closing their positions.

Holders
61
Holders Change
-149
Holders Change %
-70.95%
% of All Funds
1.08%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
4
Increased
15
Reduced
10
Closed
153
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$139M
2
CAM
2
Camden Asset Management
California
$143M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$55.4M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$5.12M
5
KAM
5
Knightsbridge Asset Management
California
$5.44M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
BlackRock
2
BlackRock
New York
$0
3
ACM
3
Advent Capital Management
New York
$0
4
SAMC
4
Spectrum Asset Management (Connecticut)
Connecticut
$0
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$1.32M 871 +55 +7%
VHAM
27
Van Hulzen Asset Management
California
$1.3M 857 – –
LA
28
LexAurum Advisors
Kansas
$1.01M 665 – –
UBS AM
29
UBS AM
Illinois
– – – –
AA
30
Ancora Advisors
Ohio
$785K 517 -14 -3%
PWP
31
Principle Wealth Partners
Connecticut
$768K 506 – –
BOM
32
Bank of Marin
California
$698K 460 – –
MTIM
33
Marathon Trading Investment Management
Pennsylvania
$674K 444 – –
CWM
34
Calamos Wealth Management
Illinois
$584K 385 +24 +7%
QIM
35
Quest Investment Management
Oregon
$487K 321 – –
GC
36
Grace Capital
Massachusetts
$455K 300 -100 -25%
CSC
37
Cove Street Capital
California
$386K 254 -35 -12%
FHC
38
First Horizon Corporation
Tennessee
$379K 250 – –
IA
39
IFP Advisors
Florida
$379K 250 – –
GCIA
40
Gabelli & Co Investment Advisers
New York
$378K 250 – –
RMDI
41
R.M. Davis Inc
Maine
$304K 200 – –
DLCIG
42
D.L. Carlson Investment Group
New Hampshire
$304K 200 – –
FNBT
43
FineMark National Bank & Trust
Florida
$284K 187 – –
SPIA
44
Steward Partners Investment Advisory
New York
$225K 148 – –
BOTW
45
Bank of the West
California
$214K 141 +141 New
SFS
46
Sowell Financial Services
Arkansas
$213K 140 +45 +47%
HWM
47
Holloway Wealth Management
Florida
– – – –
PFP
48
Pinnacle Financial Partners
Tennessee
$138K 103 – –
HNB
49
Huntington National Bank
Ohio
$123K 81 – –
SAM
50
S.A. Mason
Michigan
$114K 75 +75 New
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