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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

166 hedge funds and large institutions have $3.19B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
166
Holders Change
+18
Holders Change %
+12.16%
% of All Funds
4.16%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
33
Increased
47
Reduced
41
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$120M
2
American Century Companies
2
American Century Companies
Missouri
$203M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$147M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.6M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$140M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$84.4M
2
ACM
2
Advent Capital Management
New York
$72.3M
3
Cohen & Steers
3
Cohen & Steers
New York
$3.15M
4
GPC
4
Guardian Point Capital
Virginia
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
151
Clear Perspective Advisors
Illinois
$71K +$71K +60 New
DADC
152
D.A. Davidson & Co
Montana
$64K – – –
BCM
153
Blume Capital Management
California
$64K +$64K +54 New
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$44K – – –
WTB
155
Washington Trust Bank
Washington
$30K – – –
SSB
156
Sandy Spring Bank
Maryland
$24K – – –
PWM
157
Perigon Wealth Management
California
$24K +$24K +20 New
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$24K +$24K +20 New
NIMC
159
NWQ Investment Management Company
California
$23K -$21K – –
MA
160
MUFG Americas
New York
$18K – – –
MRCM
161
M&R Capital Management
New Jersey
$17K – – –
SPIA
162
Steward Partners Investment Advisory
New York
$15K +$15K +13 New
JFGIW
163
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K – – –
Nuveen Asset Management
164
Nuveen Asset Management
Illinois
$13K – – –
FIB
165
First Interstate Bank
Montana
$12K – – –
LIA
166
LS Investment Advisors
Michigan
$12K – – –
WA
167
WFG Advisors
Texas
$12K – – –
BAM
168
Bruderman Asset Management
New York
$12K – – –
GT
169
Glenmede Trust
Pennsylvania
$11K – – –
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11K +9 New
BC
171
Blueport Capital
Texas
$6K +$6K +5 New
CCM
172
Cribstone Capital Management
Maine
$5K – – –
TDC
173
Thompson Davis & Co
Virginia
$5K – – –
WOC
174
West Oak Capital
California
$2.38K – – –
MWM
175
Mascoma Wealth Management
New Hampshire
$2K +$2K +2 New
4 5 6
7
8