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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 Market Value Shares Shares
Change
Shares
Change %
HWM
151
Heirloom Wealth Management
Colorado
$364K 316 -81 -20%
QIM
152
Quest Investment Management
Oregon
$357K 310 -11 -3%
WW
153
Westshore Wealth
California
$353K 306 +34 +13%
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$348K 302 -44 -13%
Citadel Advisors
155
Citadel Advisors
Florida
$347K 301 -50 -14%
HA
156
Hamel Associates
New Jersey
$346K 300
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$318K 276 +5 +2%
CA
158
Cetera Advisors
Colorado
$318K 276 +8 +3%
NDSI
159
Newman Dignan & Sheerar Inc
Rhode Island
$314K 273 +3 +1%
WT
160
Whittier Trust
California
$308K 267 -47 -15%
WA
161
Wambolt & Associates
Colorado
$306K 266 -101 -28%
DI
162
DFPG Investments
Utah
$305K 267 -212 -44%
NA
163
NewEdge Advisors
Louisiana
$298K 259
GCIA
164
Gabelli & Co Investment Advisers
New York
$288K 250
FHA
165
First Horizon Advisors
Tennessee
$288K 250
EAM
166
Evanson Asset Management
California
$288K 250
PWP
167
Principle Wealth Partners
Connecticut
$288K 250
American Century Companies
168
American Century Companies
Missouri
$275K 238
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$268K 233 -87 -27%
BFG
170
Berger Financial Group
Minnesota
$255K 221
CSC
171
Cove Street Capital
California
$254K 220
TC
172
TownSquare Capital
Utah
$250K 217 -177 -45%
RFN
173
RDA Financial Network
Iowa
$244K 212 +4 +2%
AC
174
AlphaCore Capital
California
$242K 210 -158 -43%
SA
175
Strategic Advisors
New York
$234K 203 +1 +0.5%