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WELLS FARGO 7.5% NON CUMV PERP CONV

238 hedge funds and large institutions have $3.05B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 76 reducing their positions, and 14 closing their positions.

Holders
238
Holders Change
+10
Holders Change %
+4.39%
% of All Funds
3.84%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
30
Increased
50
Reduced
76
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wellington Management Group
76
Wellington Management Group
Massachusetts
$2.26M 1,909
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$2.24M 1,886 -115 -6%
EHC
78
Everett Harris & Co
California
$2.18M 1,828 -233 -11%
SSWG
79
Seven Springs Wealth Group
Tennessee
$2.14M 1,809 +774 +75%
SCM
80
Schnieders Capital Management
California
$2.09M 1,765 +165 +10%
CA
81
CSM Advisors
Pennsylvania
$2.08M 1,750
BCM
82
Bowie Capital Management
Texas
$1.9M 1,600
MCM
83
Marathon Capital Management
Maryland
$1.76M 1,483 -50 -3%
IRM
84
Income Research & Management
Massachusetts
$1.69M 1,425
SEI Investments
85
SEI Investments
Pennsylvania
$1.65M 1,391 -67 -5%
US Bancorp
86
US Bancorp
Minnesota
$1.61M 1,358 -95 -7%
Truist Financial
87
Truist Financial
North Carolina
$1.57M 1,327 -56 -4%
CIC
88
Chilton Investment Company
Connecticut
$1.54M 1,300
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$1.49M 1,261 -9 -0.7%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$1.49M 1,258 -3,610 -74%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.49M 1,258
RJFSA
92
Raymond James Financial Services Advisors
Florida
$1.45M 1,221 -35 -3%
VHAM
93
Van Hulzen Asset Management
California
$1.43M 1,207 -50 -4%
FCMC
94
Founders Capital Management (Connecticut)
Connecticut
$1.41M 1,192 -277 -19%
PHS
95
Pekin Hardy Strauss
Illinois
$1.39M 1,171 -100 -8%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$1.37M 1,153
Cohen & Steers
97
Cohen & Steers
New York
$1.36M 1,150
KLWA
98
Kelly Lawrence W & Associates
California
$1.34M 1,134
Ameriprise
99
Ameriprise
Minnesota
$1.31M 1,102 +37 +3%
MA
100
Montag & Associates
Georgia
$1.3M 1,100 -140 -11%