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WELLS FARGO 7.5% NON CUMV PERP CONV
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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 %
LA
101
LexAurum Advisors
Kansas
$1.14M 789 – –
ISL
102
Ingalls & Snyder LLC
New York
$1.08M 746 – –
OCM
103
Oaktree Capital Management
California
$1.05M 721 – –
CF
104
Centaurus Financial
California
$1M 690 – –
ZA
105
Zazove Associates
Nevada
$987K 681 +681 New
SEI Investments
106
SEI Investments
Pennsylvania
$986K 700 -200 -22%
S
107
Surevest
California
$953K 657 +1 +0.2%
WTC
108
WhitTier Trust Company
Nevada
$950K 655 – –
ICM
109
Islay Capital Management
Texas
$921K 635 +635 New
SG
110
StoneX Group
New York
$889K 613 -3 -0.5%
AAM
111
Alken Asset Management
United Kingdom
$872K 600 +300 +100%
UBS AM
112
UBS AM
Illinois
– – – –
FIM
113
Fernwood Investment Management
Massachusetts
$870K 600 +100 +20%
AA
114
Ancora Advisors
Ohio
$782K 539 -7 -1%
WT
115
Whittier Trust
California
$779K 537 -715 -57%
Lazard Asset Management
116
Lazard Asset Management
New York
$749K 51,700 – –
PWP
117
Principle Wealth Partners
Connecticut
$734K 506 – –
BOM
118
Bank of Marin
California
$716K 494 +494 New
MCM
119
Marathon Capital Management
Maryland
$671K 463 +233 +101%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$670K 462 -2 -0.4%
SC
121
Searle & Co
Connecticut
$667K 460 – –
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$658K 454 -36 -7%
ICM
123
Ionic Capital Management
New York
$653K 450 +450 New
CSC
124
Cove Street Capital
California
$587K 405 -160 -28%
GC
125
Grace Capital
Massachusetts
$580K 400 +400 New
3 4
5
6 7