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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 %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$1.06M 921 -35 -4%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$1.04M 900,000
US Bancorp
103
US Bancorp
Minnesota
$1.01M 878 -475 -35%
SC
104
Scotia Capital
Ontario, Canada
$993K 862
IRM
105
Income Research & Management
Massachusetts
$982K 852 -573 -40%
PCM
106
Pennsylvania Capital Management
Pennsylvania
$950K 825 -36 -4%
VHAM
107
Van Hulzen Asset Management
California
$928K 806 -40 -5%
CCM
108
Chilton Capital Management
Texas
$911K 791 -2 -0.3%
CCG
109
Coastwise Capital Group
California
$858K 20,107 -3,008 -13%
CIC
110
Chilton Investment Company
Connecticut
$842K 731
LFAS
111
Level Four Advisory Services
Texas
$801K 695 +30 +5%
SC
112
Searle & Co
Connecticut
$771K 654
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$768K 667 +310 +87%
ISL
114
Ingalls & Snyder LLC
New York
$746K 648 -1 -0.2%
ICM
115
Islay Capital Management
Texas
$732K 635
BSW
116
Buckingham Strategic Wealth
Missouri
$708K 615 +615 New
FHB
117
First Hawaiian Bank
Hawaii
$679K 589 -29 -5%
HighTower Advisors
118
HighTower Advisors
Illinois
$675K 587 +327 +126%
WS
119
Wedbush Securities
California
$666K 578
BC
120
Bowman & Company
Wisconsin
$665K 576 -65 -10%
VFA
121
Valeo Financial Advisors
Indiana
$659K 81,872 -50 -0.1%
UCFA
122
United Capital Financial Advisors
Texas
$657K 570 -2 -0.3%
WTC
123
WhitTier Trust Company
Nevada
$631K 548 -50 -8%
PHS
124
Pekin Hardy Strauss
Illinois
$593K 515 -55 -10%
UBS AM
125
UBS AM
Illinois