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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 %
BW
201
Bison Wealth
Georgia
$8K 6 – –
APA
202
American Portfolios Advisors
New York
$7.78K 6 – –
WCG
203
Weaver Consulting Group
California
$7K 5 – –
CAC
204
Certified Advisory Corp
Florida
$6K 5 – –
SIM
205
Sonora Investment Management
Arizona
$6K 5 – –
CCM
206
Cribstone Capital Management
Maine
$5K 4 – –
BFC
207
Bedel Financial Consulting
Indiana
$5K 4 – –
NSIM
208
North Star Investment Management
Illinois
$3K 2 – –
NIMC
209
NWQ Investment Management Company
California
– – – –
FC
210
Fore Capital
New York
– – -2,400 Closed
DZ Bank
211
DZ Bank
Germany
– – -2,000 Closed
SI
212
Stephens Inc
Arkansas
– – -1,326 Closed
KWA
213
KCS Wealth Advisory
California
– – -997 Closed
PCM
214
Pennsylvania Capital Management
Pennsylvania
– – -893 Closed
IA
215
Icon Advisers
Colorado
– – -800 Closed
GC
216
Grace Capital
Massachusetts
– – -400 Closed
FHB
217
First Hawaiian Bank
Hawaii
– – -382 Closed
SS
218
Sunbelt Securities
Texas
– – -348 Closed
SF
219
Synovus Financial
Georgia
– – -285 Closed
PSC
220
Prentiss Smith & Co
Vermont
– – -165 Closed
GSWM
221
Golden State Wealth Management
California
– – -91 Closed
OAM
222
Oppenheimer Asset Management
New York
– – -49 Closed
PCMK
223
Paragon Capital Management (Kansas)
Kansas
– – -44 Closed
ClearBridge Investments
224
ClearBridge Investments
New York
– – -40 Closed
TFO
225
Tarbox Family Office
California
– – -38 Closed
6 7 8
9
10