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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

201 hedge funds and large institutions have $2.93B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 20 closing their positions.

Holders
201
Holders Change
-3
Holders Change %
-1.47%
% of All Funds
4.13%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.19%
New
18
Increased
45
Reduced
58
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$24.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$18.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.44M
4
BlackRock
4
BlackRock
New York
$254M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$630M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.41M
2
Victory Capital Management
2
Victory Capital Management
Texas
$75.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.8M
4
CAM
4
Camden Asset Management
California
$120M
5
SIM
5
SSI Investment Management
California
$4.32M
Name Market Value Shares Shares
Change 		Shares
Change %
HCA
151
Harbour Capital Advisors
Virginia
$259K 200 – –
RMDI
152
R.M. Davis Inc
Maine
$259K 200 – –
DLCIG
153
D.L. Carlson Investment Group
New Hampshire
$259K 200 – –
FNBT
154
FineMark National Bank & Trust
Florida
$243K 187 – –
CFN
155
Cordasco Financial Network
Florida
$240K 185 – –
MAFM
156
Mid Atlantic Financial Management
Pennsylvania
$227K 175 – –
FAIM
157
Financial Advocates Investment Management
Washington
$220K 170 – –
VFA
158
Voya Financial Advisors
Connecticut
$220K 168 +168 New
WCM
159
WealthBridge Capital Management
Ohio
$219K 169 – –
V
160
Veritable
Delaware
$219K 169 +169 New
AC
161
AlphaCore Capital
California
$218K 168 – –
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$215K 166 – –
AIC
163
Ameritas Investment Company
Nebraska
$208K 160 -30 -16%
NCM
164
Nelson Capital Management
California
$208K 160 – –
SPC
165
Sigma Planning Corp
Michigan
$206K 159 -3 -2%
GT
166
Glenmede Trust
Pennsylvania
$206K 160 – –
BBHC
167
Brown Brothers Harriman & Co
New York
$195K 150 – –
SPIA
168
Steward Partners Investment Advisory
New York
$192K 148 – –
William Blair & Company
169
William Blair & Company
Illinois
$191K 147 -80 -35%
IAS
170
IMA Advisory Services
Colorado
$162K 125 – –
PFP
171
Pinnacle Financial Partners
Tennessee
$134K 103 – –
HWM
172
Holloway Wealth Management
Florida
– – – –
SFS
173
Sowell Financial Services
Arkansas
$126K 97 – –
LC
174
Lindbrook Capital
California
$109K 84 +84 New
BAM
175
Belpointe Asset Management
Nevada
$104K 80 – –
5 6
7
8 9