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WELLS FARGO 7.5% NON CUMV PERP CONV

250 hedge funds and large institutions have $2.96B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 68 reducing their positions, and 18 closing their positions.

Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
3.62%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
27
Increased
62
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ZA
126
Zazove Associates
Nevada
$833K
VAS
127
Vestmark Advisory Solutions
Massachusetts
$808K +$256K +210 +46%
NW
128
NewEdge Wealth
Pennsylvania
$775K +$250K +216 +48%
ICM
129
Islay Capital Management
Texas
$774K
BSW
130
Buckingham Strategic Wealth
Missouri
$769K +$37.8K +31 +5%
BC
131
Bowman & Company
Wisconsin
$718K -$699K
LFAS
132
Level Four Advisory Services
Texas
$691K
ISL
133
Ingalls & Snyder LLC
New York
$663K -$60.9K -50 -8%
WTC
134
WhitTier Trust Company
Nevada
$658K -$52.4K -43 -7%
ACM
135
AlphaStar Capital Management
North Carolina
$640K +$640K +525 New
WS
136
Wedbush Securities
California
$630K -$57.3K -47 -8%
PFA
137
Pathway Financial Advisers
Indiana
$628K -$11K -9 -2%
IWN
138
Independent Wealth Network
Iowa
$615K
UBS AM
139
UBS AM
Illinois
$610K -$598K
CFS
140
Coordinated Financial Services
Colorado
$607K +$607K +498 New
IA
141
Icon Advisers
Colorado
$605K -$242K -200 -29%
WA
142
Wambolt & Associates
Colorado
$581K
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$576K +$576K +473 New
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$574K +$93.9K +77 +20%
FIM
145
Fernwood Investment Management
Massachusetts
$572K -$18.3K -15 -3%
VFA
146
Valeo Financial Advisors
Indiana
$543K +$312 +47 +0.1%
MTIM
147
Marathon Trading Investment Management
Pennsylvania
$541K
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$537K -$217K -178 -29%
CCM
149
Crew Capital Management
Ohio
$537K +$21.9K +18 +4%
PHS
150
Pekin Hardy Strauss
Illinois
$535K -$7.32K -6 -1%