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WELLS FARGO 7.5% NON CUMV PERP CONV

230 hedge funds and large institutions have $3.4B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 20 closing their positions.

Holders
230
Holders Change
-7
Holders Change %
-2.95%
% of All Funds
3.63%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
15
Increased
58
Reduced
74
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UIA
51
Ulland Investment Advisors
Minnesota
$5.37M 4,659 +4,371 +1,518%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$5.37M 4,659 -16 -0.3%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$5.2M 4,514 +75 +2%
Mariner
54
Mariner
Kansas
$5.17M 4,485 -74 -2%
HCM
55
Hudson Capital Management
New Jersey
$4.46M 3,871 +60 +2%
LTI
56
Laffer Tengler Investments
Tennessee
$4.4M 3,819 +283 +8%
Wellington Management Group
57
Wellington Management Group
Massachusetts
$4.38M 3,804 +1,895 +99%
EIA
58
Edgemoor Investment Advisors
Maryland
$4.03M 3,498 -55 -2%
KAM
59
Knightsbridge Asset Management
California
$3.97M 3,448 -2,808 -45%
Wells Fargo
60
Wells Fargo
California
$3.89M 3,380 -85 -2%
Goldman Sachs
61
Goldman Sachs
New York
$3.78M 3,280 -227 -6%
LPL Financial
62
LPL Financial
California
$3.59M 3,117 +85 +3%
DDPIC
63
Deroy & Devereaux Private Investment Counsel
Michigan
$3.57M 3,102 -15 -0.5%
SG Americas Securities
64
SG Americas Securities
New York
$3.46M 3,000
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$3.36M 2,913 +124 +4%
FFA
66
First Foundation Advisors
California
$3.24M 2,816 +41 +1%
P8IP
67
Pier 88 Investment Partners
California
$3.17M 2,752 +1,300 +90%
Osaic Holdings
68
Osaic Holdings
Arizona
$3.1M 2,686 +1 +0%
WIM
69
Wittenberg Investment Management
Massachusetts
$3.07M 2,664 -63 -2%
KFGK
70
Keystone Financial Group (Kentucky)
Kentucky
$2.97M 2,576 +2,576 New
SL
71
Summitry LLC
California
$2.79M 2,423 -20 -0.8%
Bessemer Group
72
Bessemer Group
New Jersey
$2.62M 2,271
Corient Private Wealth
73
Corient Private Wealth
Florida
$2.41M 2,088 +28 +1%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$2.33M 2,024 -29 -1%
SSWG
75
Seven Springs Wealth Group
Tennessee
$2.26M 1,965 +103 +6%