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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

201 hedge funds and large institutions have $3.11B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
201
Holders Change
+7
Holders Change %
+3.61%
% of All Funds
4.36%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
26
Increased
59
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$150M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$22M
3
ACM
3
Advent Capital Management
New York
$153M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$11M
5
RCM
5
RB Capital Management
Nevada
$7.83M

Top Sellers

1
Invesco
1
Invesco
Georgia
$103M
2
CAM
2
Camden Asset Management
California
$239M
3
SAMC
3
Spectrum Asset Management (Connecticut)
Connecticut
$65.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$51.5M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$82.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RMDI
151
R.M. Davis Inc
Maine
$258K 200 – –
EAM
152
Evanson Asset Management
California
$258K 200 – –
HCA
153
Harbour Capital Advisors
Virginia
$258K 200 – –
DLCIG
154
D.L. Carlson Investment Group
New Hampshire
$258K 200 – –
BRWA
155
B. Riley Wealth Advisors
Florida
$250K 193 +193 New
AIC
156
Ameritas Investment Company
Nebraska
$246K 190 +190 New
TSS
157
Two Sigma Securities
New York
$244K 189 +189 New
CFN
158
Cordasco Financial Network
Florida
$239K 185 – –
PSG
159
Planning Solutions Group
Maryland
$235K 182 – –
MAFM
160
Mid Atlantic Financial Management
Pennsylvania
$226K 175 +175 New
ARMT
161
Amica Retiree Medical Trust
Rhode Island
$222K 172 +88 +105%
FAIM
162
Financial Advocates Investment Management
Washington
$220K 170 – –
HighTower Advisors
163
HighTower Advisors
Illinois
$217K 168 – –
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$215K 166 +21 +14%
PSC
165
Prentiss Smith & Co
Vermont
$213K 165 – –
SPC
166
Sigma Planning Corp
Michigan
$209K 162 +162 New
NCM
167
Nelson Capital Management
California
$207K 160 – –
SPIA
168
Steward Partners Investment Advisory
New York
$205K 159 +159 New
NWM
169
Northwest Wealth Management
Iowa
$198K 153 -5 -3%
BBHC
170
Brown Brothers Harriman & Co
New York
$194K 150 – –
IAS
171
IMA Advisory Services
Colorado
$162K 125 – –
AF
172
Advisornet Financial
Minnesota
$159K 123 +123 New
FNBOSM
173
First National Bank of South Miami
Florida
$154K 119 – –
WCM
174
WealthBridge Capital Management
Ohio
$130K 99 +99 New
HWM
175
Holloway Wealth Management
Florida
– – – –
5 6
7
8 9