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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 %
HFA
201
HC Financial Advisors
California
$9K +$9K +7 New
BW
202
Bison Wealth
Georgia
$8K – – –
APA
203
American Portfolios Advisors
New York
$7.64K – – –
SIM
204
Sonora Investment Management
Arizona
$6K – – –
CAC
205
Certified Advisory Corp
Florida
$6K – – –
WCG
206
Weaver Consulting Group
California
$6K – – –
BFC
207
Bedel Financial Consulting
Indiana
$5K – – –
CCM
208
Cribstone Capital Management
Maine
$5K – – –
NSIM
209
North Star Investment Management
Illinois
$3K – – –
VCP
210
Verus Capital Partners
Arizona
$3K – – –
DWM
211
Darwin Wealth Management
Florida
$3K +$3K +3 New
AAA
212
Adams Asset Advisors
Texas
– -$1.91M -35,517 Closed
CCB
213
Cutter & Co Brokerage
Missouri
– -$1.82M -1,255 Closed
KLWA
214
Kelly Lawrence W & Associates
California
– -$1.7M -1,175 Closed
OCM
215
Oaktree Capital Management
California
– -$1.05M -721 Closed
AAM
216
Alken Asset Management
United Kingdom
– -$872K -600 Closed
ICM
217
Ionic Capital Management
New York
– -$653K -450 Closed
LOAME
218
Lombard Odier Asset Management (Europe)
United Kingdom
– -$363K -250 Closed
GI
219
GAMCO Investors
Connecticut
– -$290K -200 Closed
Citadel Advisors
220
Citadel Advisors
Florida
– -$222K -153 Closed
XS
221
XR Securities
Illinois
– -$222K -153 Closed
ADBIC
222
A.D. Beadell Investment Counsel
Wisconsin
– -$216K -149 Closed
LA
223
Legacy Advisors
Pennsylvania
– -$216K -149 Closed
CAG
224
Csenge Advisory Group
Florida
– -$213K -147 Closed
BOTW
225
Bank of the West
California
– -$204K -141 Closed
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