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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

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.

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

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$49.7M
2
BlackRock
BlackRock
New York
$242M
3
State Street
State Street
Massachusetts
$117M
4
Calamos Advisors
Calamos Advisors
Illinois
$45M
5
Allianz Asset Management
Allianz Asset Management
Germany
$400M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMDI
151
R.M. Davis Inc
Maine
$255K – – –
DLCIG
152
D.L. Carlson Investment Group
New Hampshire
$255K – – –
EAM
153
Evanson Asset Management
California
$255K – – –
HCA
154
Harbour Capital Advisors
Virginia
$255K – – –
AIC
155
Ameritas Investment Company
Nebraska
$242K – – –
FNBT
156
FineMark National Bank & Trust
Florida
$238K – – –
CFN
157
Cordasco Financial Network
Florida
$236K – – –
GT
158
Glenmede Trust
Pennsylvania
$231K – – –
MAFM
159
Mid Atlantic Financial Management
Pennsylvania
$223K – – –
FAIM
160
Financial Advocates Investment Management
Washington
$217K – – –
WCM
161
WealthBridge Capital Management
Ohio
$215K +$215K +169 New
AC
162
AlphaCore Capital
California
$214K +$214K +168 New
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$211K – – –
PSC
164
Prentiss Smith & Co
Vermont
$210K – – –
SPC
165
Sigma Planning Corp
Michigan
$206K +$206K +162 New
NCM
166
Nelson Capital Management
California
$204K – – –
BBHC
167
Brown Brothers Harriman & Co
New York
$191K – – –
IA
168
IFP Advisors
Florida
$190K – – –
SPIA
169
Steward Partners Investment Advisory
New York
$188K -$19.1K -15 -9%
IAS
170
IMA Advisory Services
Colorado
$159K – – –
PFP
171
Pinnacle Financial Partners
Tennessee
$131K -$153K -120 -54%
HWM
172
Holloway Wealth Management
Florida
$127K -$145K – –
SFS
173
Sowell Financial Services
Arkansas
$124K – – –
GSWM
174
Golden State Wealth Management
California
$116K +$116K +91 New
BAM
175
Belpointe Asset Management
Nevada
$102K – – –
5 6
7
8 9