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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 %
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$739K 618 +107 +21%
HighTower Advisors
127
HighTower Advisors
Illinois
$718K 598 -30 -5%
BSW
128
Buckingham Strategic Wealth
Missouri
$717K 600 -2 -0.3%
DADC
129
D.A. Davidson & Co
Montana
$715K 598 +57 +11%
ISL
130
Ingalls & Snyder LLC
New York
$710K 594 -49 -8%
BC
131
Bowman & Company
Wisconsin
-579 Closed
WTC
132
WhitTier Trust Company
Nevada
$697K 583 -27 -4%
LFAS
133
Level Four Advisory Services
Texas
$691K 578
WS
134
Wedbush Securities
California
$674K 564 -14 -2%
IAA
135
Independent Advisor Alliance
North Carolina
$673K 578 +227 +65%
FHB
136
First Hawaiian Bank
Hawaii
$642K 537 +8 +2%
Comerica Bank
137
Comerica Bank
Texas
$627K 524 -33 -6%
PFA
138
Pathway Financial Advisers
Indiana
$627K 524 -11 -2%
IWN
139
Independent Wealth Network
Iowa
$603K 504 -1 -0.2%
CPRC
140
Consolidated Portfolio Review Corp
New York
$601K 503 +105 +26%
UBS AM
141
UBS AM
Illinois
FIM
142
Fernwood Investment Management
Massachusetts
$579K 484
WA
143
Wambolt & Associates
Colorado
$574K 480 +264 +122%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$554K 463 -471 -50%
VAS
145
Vestmark Advisory Solutions
Massachusetts
$542K 453 +16 +4%
NW
146
NewEdge Wealth
Pennsylvania
$542K 453 +16 +4%
UCFA
147
United Capital Financial Advisors
Texas
$538K 450 -120 -21%
PHS
148
Pekin Hardy Strauss
Illinois
$532K 445 -70 -14%
MTIM
149
Marathon Trading Investment Management
Pennsylvania
$531K 444
Northern Trust
150
Northern Trust
Illinois
$508K 425 +425 New