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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
PFA
126
Pathway Financial Advisers
Indiana
$622K +$622K +525 New
GWM
127
Greenwich Wealth Management
Connecticut
$614K -$209K -176 -25%
IWN
128
Independent Wealth Network
Iowa
$613K -$2.37K -2 -0.4%
TSS
129
Two Sigma Securities
New York
$596K +$596K +503 New
UBS AM
130
UBS AM
Illinois
$593K -$602K
FIM
131
Fernwood Investment Management
Massachusetts
$574K -$9.48K -8 -2%
AA
132
Ancora Advisors
Ohio
$565K -$7.11K -6 -1%
MCC
133
Money Concepts Capital
Florida
$555K +$555K +468 New
MTIM
134
Marathon Trading Investment Management
Pennsylvania
$526K
CCM
135
Crew Capital Management
Ohio
$518K
GL
136
Graypoint LLC
New York
$502K
OIA
137
OneDigital Investment Advisors
Kansas
$491K +$1.19K +1 +0.2%
TC
138
TownSquare Capital
Utah
$488K +$488K +412 New
BOM
139
Bank of Marin
California
$486K
AMIM
140
Aull & Monroe Investment Management
Alabama
$478K -$56.9K -48 -11%
HWM
141
Heirloom Wealth Management
Colorado
$476K +$476K +402 New
William Blair & Company
142
William Blair & Company
Illinois
$474K -$24.9K -21 -5%
DADC
143
D.A. Davidson & Co
Montana
$453K -$5.93K -5 -1%
WAM
144
Wolverine Asset Management
Illinois
$452K +$295K +327 +188%
Nuveen Asset Management
145
Nuveen Asset Management
Illinois
$449K -$456K
Brown Advisory
146
Brown Advisory
Maryland
$439K
VAS
147
Vestmark Advisory Solutions
Massachusetts
$437K -$36.7K -31 -8%
NW
148
NewEdge Wealth
Pennsylvania
$437K -$36.7K -31 -8%
Barclays
149
Barclays
United Kingdom
$415K +$415K +350 New
EM
150
ELCO Management
New York
$415K