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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 %
EM
151
ELCO Management
New York
$412K
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$407K +$407K +346 New
QIM
153
Quest Investment Management
Oregon
$378K
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$376K +$92.8K +79 +33%
WT
155
Whittier Trust
California
$369K -$17.6K -15 -5%
HA
156
Hamel Associates
New Jersey
$353K -$52.9K -45 -13%
UIA
157
Ulland Investment Advisors
Minnesota
$339K +$153K +130 +82%
SMC
158
Smith, Moore & Co
Missouri
$335K +$35.3K +30 +12%
WW
159
Westshore Wealth
California
$320K +$4.71K +4 +1%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$319K -$23.5K -20 -7%
NDSI
161
Newman Dignan & Sheerar Inc
Rhode Island
$318K +$3.53K +3 +1%
CA
162
Cetera Advisors
Colorado
$315K +$45.9K +39 +17%
M&T Bank
163
M&T Bank
New York
$312K -$58.8K -50 -16%
HighTower Advisors
164
HighTower Advisors
Illinois
$309K +$1.19K +1 +0.4%
NA
165
NewEdge Advisors
Louisiana
$305K -$9.41K -8 -3%
GCIA
166
Gabelli & Co Investment Advisers
New York
$294K
FHA
167
First Horizon Advisors
Tennessee
$294K
EAM
168
Evanson Asset Management
California
$294K
PWP
169
Principle Wealth Partners
Connecticut
$294K
American Century Companies
170
American Century Companies
Missouri
$275K +$62.5K +54 +29%
Cerity Partners
171
Cerity Partners
New York
$269K
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$267K +$2.35K +2 +0.9%
BFG
173
Berger Financial Group
Minnesota
$260K
CSC
174
Cove Street Capital
California
$259K
AAS
175
Ameritas Advisory Services
Nebraska
$247K -$106K -90 -30%