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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

194 hedge funds and large institutions have $2.99B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
4.33%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
29
Increased
49
Reduced
55
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
1
Camden Asset Management
California
$258M
2
American Century Companies
2
American Century Companies
Missouri
$102M
3
ACM
3
Advent Capital Management
New York
$134M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$467M
5
Jane Street
5
Jane Street
New York
$19.2M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.05M
2
AU
2
Algebris (UK)
United Kingdom
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$34.8M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$0
5
SAMC
5
Spectrum Asset Management (Connecticut)
Connecticut
$80.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
176
Meridian Wealth Advisors
Texas
$50K +$50K +40 New
AF
177
Allworth Financial
California
$42K – – –
SMFS
178
Squar Milner Financial Services
California
$38K – – –
WTB
179
Washington Trust Bank
Washington
$32K – – –
VRM
180
Vectors Research Management
New York
$32K +$32K +25 New
SSB
181
Sandy Spring Bank
Maryland
$25K – – –
JFGIW
182
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K – – –
TNBTD
183
Trustmark National Bank Trust Department
Mississippi
$15K – – –
SIS
184
Sound Income Strategies
Florida
$13K – – –
FANJ
185
Financial Architects (New Jersey)
New Jersey
$13K – – –
BAM
186
Bruderman Asset Management
New York
$13K – – –
FIB
187
First Interstate Bank
Montana
$13K – – –
CFGS
188
Concourse Financial Group Securities
Alabama
$12K +$12K +10 New
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$11K -$9.78K -8 -47%
WIM
190
Westside Investment Management
California
$8.83K +$8.83K +7 New
RWA
191
River Wealth Advisors
Pennsylvania
$8K – – –
PA
192
Parallel Advisors
California
$8K – – –
APA
193
American Portfolios Advisors
New York
$7.57K – – –
CAC
194
Certified Advisory Corp
Florida
$6K – – –
CCM
195
Cribstone Capital Management
Maine
$5K – – –
BFC
196
Bedel Financial Consulting
Indiana
$5K – – –
MWM
197
Mascoma Wealth Management
New Hampshire
$3K – – –
NSIM
198
North Star Investment Management
Illinois
$3K – – –
NDSI
199
Newman Dignan & Sheerar Inc
Rhode Island
$2.54K – – –
GT
200
Glenmede Trust
Pennsylvania
$201 +$13 +10 +7%
6 7
8
9 10