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WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL

Overview Fund Activity

209 hedge funds and large institutions have $3.36B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
209
Holders Change
+11
Holders Change %
+5.56%
% of All Funds
4.13%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.22%
New
29
Increased
49
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$325M
2
State Street
2
State Street
Massachusetts
$153M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$76.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.57M
5
IRM
5
Income Research & Management
Massachusetts
$4.01M

Top Sellers

1
CAM
1
Camden Asset Management
California
$137M
2
MSL
2
Mackay Shields LLC
New York
$51.6M
3
American Century Companies
3
American Century Companies
Missouri
$45.1M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$469M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
176
Holloway Wealth Management
Florida
– – – –
SFS
177
Sowell Financial Services
Arkansas
$141K 97 – –
BAM
178
Belpointe Asset Management
Nevada
$116K 80 +3 +4%
SAM
179
S.A. Mason
Michigan
$109K 75 +75 New
CIAS
180
Capital Investment Advisory Services
North Carolina
$102K 70 – –
ClearBridge Investments
181
ClearBridge Investments
New York
$87K 60 – –
OAM
182
Oppenheimer Asset Management
New York
$71K 49 -3 -6%
CCM
183
Covington Capital Management
California
$70K 48 – –
TFS
184
TrustCore Financial Services
Tennessee
$65K 45 – –
RCA
185
Rowland Carmichael Advisors
Arizona
$51K 35 – –
AF
186
Allworth Financial
California
$48K 33 – –
NIMC
187
NWQ Investment Management Company
California
– – – –
TCM
188
Tradewinds Capital Management
Washington
$44K 30 +30 New
SMFS
189
Squar Milner Financial Services
California
$43K 30 +30 New
VRM
190
Vectors Research Management
New York
$36K 25 – –
MA
191
MUFG Americas
New York
$36K 25 – –
ASN
192
Advisory Services Network
Georgia
$33K 23 +23 New
BFEC
193
Benjamin F. Edwards & Company
Missouri
$29K 20 – –
SSB
194
Sandy Spring Bank
Maryland
$29K 20 – –
BA
195
Ballast Advisors
Minnesota
$23K 16 +16 New
CA
196
Crewe Advisors
Utah
$23K 16 +16 New
MCM
197
Manchester Capital Management
Vermont
$22K 15 – –
CFGS
198
Concourse Financial Group Securities
Alabama
$15K 10 – –
SIS
199
Sound Income Strategies
Florida
$15K 10 – –
TAM
200
Townsend Asset Management
North Carolina
$15K 10 +10 New
6 7
8
9 10