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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 %
RFN
176
RDA Financial Network
Iowa
$245K +$5.88K +5 +2%
SA
177
Strategic Advisors
New York
$238K
SS
178
Simplicity Solutions
Minnesota
$235K +$235K +200 New
GF
179
Gries Financial
Ohio
$234K
PTC
180
Private Trust Company
Ohio
$227K +$5.88K +5 +3%
WCM
181
WealthBridge Capital Management
Ohio
$225K
AWA
182
Arete Wealth Advisors
Illinois
$221K
FNBT
183
FineMark National Bank & Trust
Florida
$220K
NFC
184
Northeast Financial Consultants
Connecticut
$218K
FAIM
185
Financial Advocates Investment Management
Washington
$215K
MBT
186
Montecito Bank & Trust
California
$213K -$40.3K -35 -16%
JAG
187
Journey Advisory Group
Kentucky
$206K
BAG
188
Bridgewealth Advisory Group
California
$202K
OWP
189
Obermeyer Wealth Partners
Colorado
$201K -$23.5K -20 -10%
IA
190
IFP Advisors
Florida
$189K
CBC
191
Coombe, Bender & Co
New York
$187K +$11.8K +10 +7%
BBHC
192
Brown Brothers Harriman & Co
New York
$176K
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$154K -$88.2K -75 -36%
PFP
194
Pinnacle Financial Partners
Tennessee
$153K
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K -$1.36M -1,155 -92%
SPIA
196
Steward Partners Investment Advisory
New York
$121K +$2.35K +2 +2%
GFL
197
Granite FO LLC
New Hampshire
$117K +$117K +100 New
PIA
198
Powell Investment Advisors
Florida
$116K -$16.3K -14 -12%
WAM
199
Wolverine Asset Management
Illinois
$111K -$469K -405 -81%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$108K +$15.3K +13 +16%