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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 Market Value Shares Shares
Change
Shares
Change %
SMC
151
Smith, Moore & Co
Missouri
$362K 325 -80 -20%
WT
152
Whittier Trust
California
$353K 317 +50 +19%
WAM
153
Wolverine Asset Management
Illinois
$353K 317
HWM
154
Heirloom Wealth Management
Colorado
$352K 316
QIM
155
Quest Investment Management
Oregon
$346K 310
HA
156
Hamel Associates
New Jersey
$335K 300
EH
157
Equitable Holdings
New York
$335K 300 +300 New
WW
158
Westshore Wealth
California
$329K 295 -11 -4%
CA
159
Cetera Advisors
Colorado
$317K 284 +8 +3%
NDSI
160
Newman Dignan & Sheerar Inc
Rhode Island
$307K 276 +3 +1%
CAM
161
Cresset Asset Management
Illinois
$301K 270 -655 -71%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$295K 265 -11 -4%
BP
163
Ballentine Partners
Massachusetts
$280K 251 +251 New
GCIA
164
Gabelli & Co Investment Advisers
New York
$279K 250
FHA
165
First Horizon Advisors
Tennessee
$279K 250
EAM
166
Evanson Asset Management
California
$279K 250
PWP
167
Principle Wealth Partners
Connecticut
$279K 250
UIA
168
Ulland Investment Advisors
Minnesota
$253K 227 -4,432 -95%
BFG
169
Berger Financial Group
Minnesota
$246K 221
WA
170
Wambolt & Associates
Colorado
$238K 216 -50 -19%
RFN
171
RDA Financial Network
Iowa
$236K 212
CSC
172
Cove Street Capital
California
$236K 220
SA
173
Strategic Advisors
New York
$227K 203
SS
174
Simplicity Solutions
Minnesota
$223K 200
Barclays
175
Barclays
United Kingdom
$223K 200 +200 New