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WELLS FARGO 7.5% NON CUMV PERP CONV

233 hedge funds and large institutions have $3.28B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 17 closing their positions.

Holders
233
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
3.72%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
20
Increased
59
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCG
101
Coastwise Capital Group
California
$1.11M 27,180 +7,073 +35%
MA
102
Montag & Associates
Georgia
$1.1M 990 -110 -10%
KLWA
103
Kelly Lawrence W & Associates
California
$1.1M 987 -40 -4%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$1.08M 934
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$1.02M 916 -5 -0.5%
Russell Investments Group
106
Russell Investments Group
United Kingdom
$1M 900,000
LA
107
LexAurum Advisors
Kansas
$977K 876 -50 -5%
SC
108
Scotia Capital
Ontario, Canada
$961K 862
PCM
109
Pennsylvania Capital Management
Pennsylvania
$920K 825
CCM
110
Chilton Capital Management
Texas
$876K 786 -5 -0.6%
VHAM
111
Van Hulzen Asset Management
California
$873K 783 -23 -3%
US Bancorp
112
US Bancorp
Minnesota
$867K 778 -100 -11%
CPIG
113
Chicago Partners Investment Group
Illinois
$859K 812 -221 -21%
CIC
114
Chilton Investment Company
Connecticut
$815K 731
IA
115
Icon Advisers
Colorado
$780K 700 +700 New
ZA
116
Zazove Associates
Nevada
$766K 687 +687 New
ISL
117
Ingalls & Snyder LLC
New York
$717K 643 -5 -0.8%
ICM
118
Islay Capital Management
Texas
$708K 635
HighTower Advisors
119
HighTower Advisors
Illinois
$698K 628 +41 +7%
WTC
120
WhitTier Trust Company
Nevada
$680K 610 +62 +11%
BSW
121
Buckingham Strategic Wealth
Missouri
$671K 602 -13 -2%
BC
122
Bowman & Company
Wisconsin
$648K 579 +3 +0.5%
LFAS
123
Level Four Advisory Services
Texas
$644K 578 -117 -17%
WS
124
Wedbush Securities
California
$644K 578
UCFA
125
United Capital Financial Advisors
Texas
$636K 570