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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 %
FIM
126
Fernwood Investment Management
Massachusetts
$569K
DI
127
DFPG Investments
Utah
$563K +$563K +479 New
MTIM
128
Marathon Trading Investment Management
Pennsylvania
$522K
HIP
129
HUB Investment Partners
Texas
$516K +$516K +439 New
William Blair & Company
130
William Blair & Company
Illinois
$514K +$43.5K +37 +9%
DADC
131
D.A. Davidson & Co
Montana
$509K +$59.9K +51 +13%
CCM
132
Crew Capital Management
Ohio
$502K -$11.8K -10 -2%
GL
133
Graypoint LLC
New York
$499K
NW
134
NewEdge Wealth
Pennsylvania
$494K +$60K +51 +14%
OIA
135
OneDigital Investment Advisors
Kansas
$489K +$2.35K +2 +0.5%
VAS
136
Vestmark Advisory Solutions
Massachusetts
$488K +$54.1K +46 +12%
AMIM
137
Aull & Monroe Investment Management
Alabama
$474K
HWM
138
Heirloom Wealth Management
Colorado
$467K -$5.88K -5 -1%
TC
139
TownSquare Capital
Utah
$463K -$21.2K -18 -4%
Nuveen Asset Management
140
Nuveen Asset Management
Illinois
$446K -$449K
BOM
141
Bank of Marin
California
$446K -$36.5K -31 -8%
AC
142
AlphaCore Capital
California
$433K +$393K +334 +982%
CPRC
143
Consolidated Portfolio Review Corp
New York
$432K +$432K +367 New
IAA
144
Independent Advisor Alliance
North Carolina
$431K +$431K +366 New
WA
145
Wambolt & Associates
Colorado
$429K +$429K +367 New
Brown Advisory
146
Brown Advisory
Maryland
$428K
CAM
147
Cresset Asset Management
Illinois
$426K +$426K +362 New
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$420K +$16.5K +14 +4%
Citadel Advisors
149
Citadel Advisors
Florida
$413K +$58.8K +50 +17%
SC
150
Savant Capital
Illinois
$412K +$412K +350 New