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WELLS FARGO 7.5% NON CUMV PERP CONV

255 hedge funds and large institutions have $2.85B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
24
Increased
72
Reduced
79
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MTIM
151
Marathon Trading Investment Management
Pennsylvania
$530K
PHS
152
Pekin Hardy Strauss
Illinois
$524K
FMI
153
F/M Investments
District of Columbia
$524K +$524K +439 New
Wealth Enhancement Advisory Services
154
Wealth Enhancement Advisory Services
Minnesota
$519K +$190K +159 +58%
OIA
155
OneDigital Investment Advisors
Kansas
$506K +$9.55K +8 +2%
AC
156
AlphaCore Capital
California
$488K -$115K -96 -19%
Creative Planning
157
Creative Planning
Kansas
$488K -$3.58K -3 -0.7%
UBS AM
158
UBS AM
Illinois
$478K
AF
159
Allworth Financial
California
$455K +$351K +290 +337%
BSG
160
Black Swift Group
Colorado
$442K
Comerica Bank
161
Comerica Bank
Texas
$435K -$62.1K -52 -13%
William Blair & Company
162
William Blair & Company
Illinois
$408K -$8.36K -7 -2%
SMC
163
Smith, Moore & Co
Missouri
$382K +$11.9K +10 +3%
Brown Advisory
164
Brown Advisory
Maryland
$375K
WT
165
Whittier Trust
California
$375K +$63.3K +53 +20%
QIM
166
Quest Investment Management
Oregon
$368K
AMIM
167
Aull & Monroe Investment Management
Alabama
$362K
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$359K -$355K -297 -50%
WW
169
Westshore Wealth
California
$359K
BOM
170
Bank of Marin
California
$351K +$40.6K +34 +13%
NDSI
171
Newman Dignan & Sheerar Inc
Rhode Island
$344K +$2.39K +2 +0.7%
SWA
172
Stratos Wealth Advisors
Ohio
$340K +$8.38K +7 +3%
PTC
173
Private Trust Company
Ohio
$337K -$52.6K -44 -13%
PI
174
PFG Investments
New York
$328K
Citadel Advisors
175
Citadel Advisors
Florida
$328K +$32.2K +27 +11%