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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 Holding Trade Value Shares
Change
Shares
Change %
IWN
126
Independent Wealth Network
Iowa
$582K -$11.5K -10 -2%
FIM
127
Fernwood Investment Management
Massachusetts
$558K
MTIM
128
Marathon Trading Investment Management
Pennsylvania
$511K
HIP
129
HUB Investment Partners
Texas
$506K
CCM
130
Crew Capital Management
Ohio
$492K
GL
131
Graypoint LLC
New York
$488K
DADC
132
D.A. Davidson & Co
Montana
$487K -$11.5K -10 -2%
OIA
133
OneDigital Investment Advisors
Kansas
$482K +$2.3K +2 +0.5%
SMC
134
Smith, Moore & Co
Missouri
$467K +$138K +120 +42%
AMIM
135
Aull & Monroe Investment Management
Alabama
$464K
WOSD
136
WFA of San Diego
California
$463K +$463K +402 New
Ameriprise
137
Ameriprise
Minnesota
$462K -$870K -755 -65%
NW
138
NewEdge Wealth
Pennsylvania
$458K -$25.3K -22 -5%
Creative Planning
139
Creative Planning
Kansas
$458K -$137K -119 -23%
VAS
140
Vestmark Advisory Solutions
Massachusetts
$454K -$24.2K -21 -5%
William Blair & Company
141
William Blair & Company
Illinois
$446K -$57.6K -50 -11%
Nuveen Asset Management
142
Nuveen Asset Management
Illinois
$441K +$441K +38,247 New
BOM
143
Bank of Marin
California
$437K
CPRC
144
Consolidated Portfolio Review Corp
New York
$423K
IAA
145
Independent Advisor Alliance
North Carolina
$422K
EM
146
ELCO Management
New York
$407K +$3.46K +3 +0.9%
SC
147
Savant Capital
Illinois
$403K
HF
148
HRT Financial
New York
$399K +$399K +347 New
FFA
149
Farther Finance Advisors
California
$387K +$387K +336 New
WAM
150
Wolverine Asset Management
Illinois
$366K +$256K +221 +230%