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WELLS FARGO 7.5% NON CUMV PERP CONV
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Overview Fund Activity

204 hedge funds and large institutions have $3.02B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 22 closing their positions.

Holders
204
Holders Change
-5
Holders Change %
-2.39%
% of All Funds
4.51%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.29%
New
19
Increased
65
Reduced
47
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$149M
2
CAM
2
Camden Asset Management
California
$145M
3
ACM
3
Advent Capital Management
New York
$168M
4
American Century Companies
4
American Century Companies
Missouri
$49.7M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$77.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$49.7M
2
BlackRock
2
BlackRock
New York
$242M
3
State Street
3
State Street
Massachusetts
$117M
4
Calamos Advisors
4
Calamos Advisors
Illinois
$45M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$400M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
101
United Capital Financial Advisors
Texas
$1.04M -$25.5K -20 -2%
IA
102
Icon Advisers
Colorado
$1.02M +$1.02M +800 New
LA
103
LexAurum Advisors
Kansas
$949K -$56K -44 -6%
ISL
104
Ingalls & Snyder LLC
New York
$949K -$1.27K -1 -0.1%
CF
105
Centaurus Financial
California
$874K -$5.1K -4 -0.6%
ZA
106
Zazove Associates
Nevada
$871K -$987K -681 Closed
WTC
107
WhitTier Trust Company
Nevada
$835K – – –
SG
108
StoneX Group
New York
$819K +$38.2K +30 +5%
ICM
109
Islay Capital Management
Texas
$809K – – –
UBS AM
110
UBS AM
Illinois
$764K -$870K – –
FIM
111
Fernwood Investment Management
Massachusetts
$754K -$10.2K -8 -1%
MCM
112
Marathon Capital Management
Maryland
$717K +$127K +100 +22%
AA
113
Ancora Advisors
Ohio
$687K – – –
Lazard Asset Management
114
Lazard Asset Management
New York
$670K +$11.6K +911 +2%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$669K +$80.3K +63 +14%
SC
116
Scotia Capital
Ontario, Canada
$665K -$673K -528 -50%
WT
117
Whittier Trust
California
$665K -$19.1K -15 -3%
AMIM
118
Aull & Monroe Investment Management
Alabama
$653K +$367K +288 +128%
PWP
119
Principle Wealth Partners
Connecticut
$645K – – –
SC
120
Searle & Co
Connecticut
$637K +$51K +40 +9%
BOM
121
Bank of Marin
California
$629K – – –
MTIM
122
Marathon Trading Investment Management
Pennsylvania
$566K +$566K +444 New
M&T Bank
123
M&T Bank
New York
$547K +$547K +429 New
GC
124
Grace Capital
Massachusetts
$510K – – –
Creative Planning
125
Creative Planning
Kansas
$503K +$96.8K +76 +24%
3 4
5
6 7