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WELLS FARGO 7.5% NON CUMV PERP CONV

242 hedge funds and large institutions have $2.97B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 87 reducing their positions, and 16 closing their positions.

Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.55%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
26
Increased
54
Reduced
87
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAMC
101
Asset Allocation & Management Company
Illinois
$1.32M 1,100
CCG
102
Coastwise Capital Group
California
$1.29M 26,281 -899 -3%
Truist Financial
103
Truist Financial
North Carolina
$1.27M 1,061 -373 -26%
SG
104
StoneX Group
New York
$1.26M 1,052 -51 -5%
RAG
105
RIA Advisory Group
Iowa
$1.2M 24,391 +24,391 New
DZ Bank
106
DZ Bank
Germany
$1.2M 1,000
KLWA
107
Kelly Lawrence W & Associates
California
$1.18M 987
US Bancorp
108
US Bancorp
Minnesota
$1.17M 978 +200 +26%
SAM
109
Seelaus Asset Management
New Jersey
$1.14M 955 -81 -8%
CPIG
110
Chicago Partners Investment Group
Illinois
$1.1M 924 +112 +14%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$1.09M 916
LA
112
LexAurum Advisors
Kansas
$1.05M 876
MA
113
Montag & Associates
Georgia
$1.02M 850 -140 -14%
SC
114
Scotia Capital
Ontario, Canada
$983K 822 -40 -5%
CCM
115
Chilton Capital Management
Texas
$940K 786
PCM
116
Pennsylvania Capital Management
Pennsylvania
$939K 785 -40 -5%
MIA
117
MeadowBrook Investment Advisors
Michigan
$900K 753 +753 New
VHAM
118
Van Hulzen Asset Management
California
$900K 753 -30 -4%
FMI
119
F/M Investments
District of Columbia
$885K 740 +740 New
IA
120
Icon Advisers
Colorado
$837K 700
ZA
121
Zazove Associates
Nevada
$822K 687
JSL
122
JT Stratford LLC
Georgia
$793K 663 +663 New
SC
123
Searle & Co
Connecticut
$782K 654 +654 New
UIA
124
Ulland Investment Advisors
Minnesota
$774K 647 +420 +185%
ICM
125
Islay Capital Management
Texas
$759K 635