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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 %
CIAS
176
Capital Investment Advisory Services
North Carolina
$89K – – –
OAM
177
Oppenheimer Asset Management
New York
$62K – – –
CCM
178
Covington Capital Management
California
$61K – – –
TFS
179
TrustCore Financial Services
Tennessee
$57K – – –
TCM
180
Tradewinds Capital Management
Washington
$57K +$19K +15 +50%
PCMK
181
Paragon Capital Management (Kansas)
Kansas
$56K +$56K +44 New
ClearBridge Investments
182
ClearBridge Investments
New York
$51K -$25.5K -20 -33%
TFO
183
Tarbox Family Office
California
$48K +$48K +38 New
NIMC
184
NWQ Investment Management Company
California
$45K -$44K – –
RCA
185
Rowland Carmichael Advisors
Arizona
$45K – – –
AF
186
Allworth Financial
California
$42K – – –
Citigroup
187
Citigroup
New York
$39K -$1.06M -840 -96%
SMFS
188
Squar Milner Financial Services
California
$38K – – –
MA
189
MUFG Americas
New York
$32K – – –
VRM
190
Vectors Research Management
New York
$32K – – –
ASN
191
Advisory Services Network
Georgia
$29K – – –
BFEC
192
Benjamin F. Edwards & Company
Missouri
$25K – – –
SSB
193
Sandy Spring Bank
Maryland
$25K – – –
WT
194
Washington Trust
Rhode Island
$25K +$25K +20 New
MCM
195
Manchester Capital Management
Vermont
$19K – – –
SIS
196
Sound Income Strategies
Florida
$18K +$5.14K +4 +40%
CFGS
197
Concourse Financial Group Securities
Alabama
$13K – – –
AAP
198
Arax Advisory Partners
Colorado
$13K – – –
SL
199
Savior LLC
Massachusetts
$12K – – –
FWP
200
FAS Wealth Partners
Kansas
$11K – – –
6 7
8
9 10