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WELLS FARGO 7.5% NON CUMV PERP CONV

237 hedge funds and large institutions have $2.76B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.79%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
23
Increased
67
Reduced
69
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
101
Chicago Partners Investment Group
Illinois
$1.09M -$32.9K -28 -3%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$1.06M
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$1.02M
SC
104
Scotia Capital
Ontario, Canada
$1.01M +$176K +150 +21%
PCM
105
Pennsylvania Capital Management
Pennsylvania
$1.01M
VHAM
106
Van Hulzen Asset Management
California
$995K -$425K -361 -30%
CCM
107
Chilton Capital Management
Texas
$933K -$7.06K -6 -0.8%
CCG
108
Coastwise Capital Group
California
$864K +$36K +963 +4%
CIC
109
Chilton Investment Company
Connecticut
$860K -$669K -569 -44%
LFAS
110
Level Four Advisory Services
Texas
$782K +$23.5K +20 +3%
SC
111
Searle & Co
Connecticut
$764K -$24.5K -21 -3%
ISL
112
Ingalls & Snyder LLC
New York
$763K -$32.9K -28 -4%
BC
113
Bowman & Company
Wisconsin
$754K +$4.71K +4 +0.6%
CF
114
Centaurus Financial
California
$752K -$9.42K -8 -1%
ICM
115
Islay Capital Management
Texas
$747K +$747K +635 New
VFA
116
Valeo Financial Advisors
Indiana
$729K -$801 -90 -0.1%
FHB
117
First Hawaiian Bank
Hawaii
$727K
WTC
118
WhitTier Trust Company
Nevada
$703K -$58.8K -50 -8%
WS
119
Wedbush Securities
California
$680K -$22.4K -19 -3%
UCFA
120
United Capital Financial Advisors
Texas
$673K -$186K -158 -22%
PHS
121
Pekin Hardy Strauss
Illinois
$670K -$707K -601 -51%
PFA
122
Pathway Financial Advisers
Indiana
$633K +$15.3K +13 +2%
Creative Planning
123
Creative Planning
Kansas
$608K -$102K -87 -14%
IWN
124
Independent Wealth Network
Iowa
$606K -$2.35K -2 -0.4%
UBS AM
125
UBS AM
Illinois
$588K -$593K