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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

29 hedge funds and large institutions have $48.3M invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 37 closing their positions.

Holders
29
Holders Change
-32
Holders Change %
-52.46%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
3
Reduced
6
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KLWA
1
Kelly Lawrence W & Associates
California
$1.67M
2
FMI
2
F/M Investments
District of Columbia
$1.36M
3
SAM
3
Seelaus Asset Management
New Jersey
$1.34M
4
GWM
4
Greenwich Wealth Management
Connecticut
$770K
5
OA
5
Oxbow Advisors
Texas
$8.93M

Top Sellers

1
CAM
1
Camden Asset Management
California
$0
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
Calamos Advisors
3
Calamos Advisors
Illinois
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
P8IP
5
Pier 88 Investment Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
S.A. Mason
Michigan
$106K 75 – –
BFG
27
Baron Financial Group
New Jersey
$42.5K 30 – –
EWM
28
Edge Wealth Management
New York
$34K 24 +24 New
CCM
29
Cribstone Capital Management
Maine
$6K 4 – –
GEA
30
Glen Eagle Advisors
New Jersey
$2.84K 2 – –
CAM
31
Camden Asset Management
California
– – -94,100 Closed
First Trust Advisors
32
First Trust Advisors
Illinois
– – -91,592 Closed
Calamos Advisors
33
Calamos Advisors
Illinois
– – -36,483 Closed
Victory Capital Management
34
Victory Capital Management
Texas
– – -17,627 Closed
P8IP
35
Pier 88 Investment Partners
California
– – -11,673 Closed
AUIM
36
Aegon USA Investment Management
Iowa
– – -8,000 Closed
CIC
37
Chilton Investment Company
Connecticut
– – -6,425 Closed
PI
38
Putnam Investments
Massachusetts
– – -3,617 Closed
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
– – -3,372 Closed
CIC
40
Crawford Investment Counsel
Georgia
– – -3,340 Closed
Bessemer Group
41
Bessemer Group
New Jersey
– – -2,271 Closed
GF
42
Gabelli Funds
New York
– – -1,500 Closed
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
– – -1,185 Closed
K
44
Kemper
Illinois
– – -1,100 Closed
Macquarie Group
45
Macquarie Group
Australia
– – -1,100 Closed
Russell Investments Group
46
Russell Investments Group
United Kingdom
– – -998 Closed
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
– – -935 Closed
UCFA
48
United Capital Financial Advisors
Texas
– – -871 Closed
VHAM
49
Van Hulzen Asset Management
California
– – -857 Closed
PWP
50
Principle Wealth Partners
Connecticut
– – -506 Closed
1
2
3