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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 Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$621K +$621K +557 New
DADC
127
D.A. Davidson & Co
Montana
$603K +$132K +118 +28%
VFA
128
Valeo Financial Advisors
Indiana
$600K -$264 -36 -0%
PFA
129
Pathway Financial Advisers
Indiana
$597K +$597K +535 New
FHB
130
First Hawaiian Bank
Hawaii
$590K -$66.9K -60 -10%
PHS
131
Pekin Hardy Strauss
Illinois
$574K
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$570K +$570K +511 New
IWN
133
Independent Wealth Network
Iowa
$563K
UBS AM
134
UBS AM
Illinois
$558K -$588K
FIM
135
Fernwood Investment Management
Massachusetts
$540K
FFA
136
Farther Finance Advisors
California
$540K +$165K +148 +44%
Creative Planning
137
Creative Planning
Kansas
$502K +$58K +52 +13%
MTIM
138
Marathon Trading Investment Management
Pennsylvania
$495K
NW
139
NewEdge Wealth
Pennsylvania
$487K +$43.5K +39 +10%
VAS
140
Vestmark Advisory Solutions
Massachusetts
$487K +$47.9K +43 +11%
CCM
141
Crew Capital Management
Ohio
$476K
OIA
142
OneDigital Investment Advisors
Kansas
$456K -$10K -9 -2%
AMIM
143
Aull & Monroe Investment Management
Alabama
$449K
CPRC
144
Consolidated Portfolio Review Corp
New York
$444K +$34.6K +31 +8%
Nuveen Asset Management
145
Nuveen Asset Management
Illinois
$426K -$441K -38,247 Closed
WOSD
146
WFA of San Diego
California
$425K -$23.4K -21 -5%
William Blair & Company
147
William Blair & Company
Illinois
$394K -$37.9K -34 -9%
EM
148
ELCO Management
New York
$394K
IAA
149
Independent Advisor Alliance
North Carolina
$391K -$16.7K -15 -4%
BOM
150
Bank of Marin
California
$384K -$39K -35 -9%