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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 %
CCM
151
Crew Capital Management
Ohio
$505K 422 -5 -1%
VFA
152
Valeo Financial Advisors
Indiana
$499K 81,720 -116 -0.1%
OIA
153
OneDigital Investment Advisors
Kansas
$491K 411 +2 +0.5%
Ameriprise
154
Ameriprise
Minnesota
$479K 401 -890 -69%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$471K 394 +394 New
Creative Planning
156
Creative Planning
Kansas
$469K 392 -58 -13%
AMIM
157
Aull & Monroe Investment Management
Alabama
$422K 353 -50 -12%
EM
158
ELCO Management
New York
$422K 353
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$412K 345 +80 +30%
William Blair & Company
160
William Blair & Company
Illinois
$409K 342 -11 -3%
AC
161
AlphaCore Capital
California
$391K 327 +135 +70%
HWM
162
Heirloom Wealth Management
Colorado
$378K 316
CA
163
Cetera Advisors
Colorado
$374K 313 +29 +10%
SMC
164
Smith, Moore & Co
Missouri
$371K 310 -15 -5%
QIM
165
Quest Investment Management
Oregon
$371K 310
IC
166
IEQ Capital
California
$359K 300 +300 New
WW
167
Westshore Wealth
California
$348K 291 -4 -1%
EH
168
Equitable Holdings
New York
$340K 284 -16 -5%
NDSI
169
Newman Dignan & Sheerar Inc
Rhode Island
$333K 278 +2 +0.7%
WT
170
Whittier Trust
California
$330K 276 -41 -13%
CAM
171
Cresset Asset Management
Illinois
$323K 270
Cerity Partners
172
Cerity Partners
New York
$320K 268 +268 New
BOM
173
Bank of Marin
California
$316K 264 -80 -23%
FHA
174
First Horizon Advisors
Tennessee
$299K 250
PWP
175
Principle Wealth Partners
Connecticut
$299K 250