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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 %
SS
176
Simplicity Solutions
Minnesota
$230K 200
GF
177
Gries Financial
Ohio
$229K 199
PTC
178
Private Trust Company
Ohio
$221K 192 -1 -0.5%
HWM
179
HB Wealth Management
Georgia
$219K 190 +190 New
FNBT
180
FineMark National Bank & Trust
Florida
$215K 187
MBT
181
Montecito Bank & Trust
California
$213K 185
NFC
182
Northeast Financial Consultants
Connecticut
$213K 185
WCM
183
WealthBridge Capital Management
Ohio
$204K 177 -14 -7%
JAG
184
Journey Advisory Group
Kentucky
$202K 175
BBHC
185
Brown Brothers Harriman & Co
New York
$173K 150
IA
186
IFP Advisors
Florida
$173K 150
CBC
187
Coombe, Bender & Co
New York
$168K 146 -13 -8%
PFP
188
Pinnacle Financial Partners
Tennessee
$150K 130
FDCDDQ
189
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K 103
SPIA
190
Steward Partners Investment Advisory
New York
$119K 103
PIA
191
Powell Investment Advisors
Florida
$116K 100
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$107K 93 +1 +1%
HBT
193
Hills Bank & Trust
Iowa
$104K 90
WP
194
WealthPLAN Partners
Nebraska
$100K 87
IAS
195
IMA Advisory Services
Colorado
$97.9K 85
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$93.3K 81 -50 -38%
CIAS
197
Capital Investment Advisory Services
North Carolina
$80.6K 70
HNB
198
Huntington National Bank
Ohio
$78.3K 68
Franklin Resources
199
Franklin Resources
California
$72.6K 63
PA
200
Parallel Advisors
California
$64.5K 56 +41 +273%