WFC.PRL icon

WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

209 hedge funds and large institutions have $3.36B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+11
Holders Change %
+5.56%
% of All Funds
4.13%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.22%
New
29
Increased
49
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$325M
2
State Street
2
State Street
Massachusetts
$153M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$76.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.57M
5
IRM
5
Income Research & Management
Massachusetts
$4.01M

Top Sellers

1
CAM
1
Camden Asset Management
California
$137M
2
MSL
2
Mackay Shields LLC
New York
$51.6M
3
American Century Companies
3
American Century Companies
Missouri
$45.1M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$469M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.96M 3,420 +60 +2%
CIC
52
Crawford Investment Counsel
Georgia
$4.88M 3,370 +575 +21%
FFA
53
First Foundation Advisors
California
$4.47M 3,083 -44 -1%
RVPG
54
Relative Value Partners Group
$4.41M 3,043 +225 +8%
TSS
55
Two Sigma Securities
New York
$4.4M 3,036 +2,186 +257%
DZ Bank
56
DZ Bank
Germany
$4.35M 3,000 – –
WIM
57
Wittenberg Investment Management
Massachusetts
$4.32M 2,979 – –
Neuberger Berman Group
58
Neuberger Berman Group
New York
$4.03M 2,782 -39 -1%
IRM
59
Income Research & Management
Massachusetts
$4.01M 2,765 +2,765 New
EHC
60
Everett Harris & Co
California
$3.93M 2,711 -5 -0.2%
KFGK
61
Keystone Financial Group (Kentucky)
Kentucky
$3.59M 2,472 +5 +0.2%
VFA
62
Valeo Financial Advisors
Indiana
$3.54M 2,440 -84 -3%
SL
63
Summitry LLC
California
$3.45M 2,381 +135 +6%
LTI
64
Laffer Tengler Investments
Tennessee
$3.12M 2,152 +34 +2%
Macquarie Group
65
Macquarie Group
Australia
$2.97M 2,045 +1,582 +342%
VHAM
66
Van Hulzen Asset Management
California
$2.92M 2,017 +19 +1%
LPL Financial
67
LPL Financial
California
$2.73M 1,880 -127 -6%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$2.5M 1,726 -613 -26%
NFC
69
Northeast Financial Consultants
Connecticut
$2.44M 1,680 – –
FCMC
70
Founders Capital Management (Connecticut)
Connecticut
$2.38M 1,639 – –
Cohen & Steers
71
Cohen & Steers
New York
$2.36M 1,630 +480 +42%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$2.3M 1,588 +102 +7%
PHS
73
Pekin Hardy Strauss
Illinois
$2.28M 1,573 -82 -5%
GF
74
Gabelli Funds
New York
$2.18M 1,500 – –
US Bancorp
75
US Bancorp
Minnesota
$2.07M 1,430 – –
1 2
3
4 5