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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
GF
176
Gries Financial
Ohio
$222K
AC
177
AlphaCore Capital
California
$214K -$20.1K -18 -9%
OWP
178
Obermeyer Wealth Partners
Colorado
$213K +$213K +191 New
HWM
179
HB Wealth Management
Georgia
$212K
FNBT
180
FineMark National Bank & Trust
Florida
$211K +$2.23K +2 +1%
NFC
181
Northeast Financial Consultants
Connecticut
$206K
MBT
182
Montecito Bank & Trust
California
$206K
PTC
183
Private Trust Company
Ohio
$205K -$8.92K -8 -4%
WCM
184
WealthBridge Capital Management
Ohio
$204K +$6.7K +6 +3%
RTC
185
Riverview Trust Company
Washington
$186K +$186K +167 New
IA
186
IFP Advisors
Florida
$167K
BBHC
187
Brown Brothers Harriman & Co
New York
$167K
PFP
188
Pinnacle Financial Partners
Tennessee
$145K
SPIA
189
Steward Partners Investment Advisory
New York
$115K
FDCDDQ
190
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K
PIA
191
Powell Investment Advisors
Florida
$112K
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$103K -$1.12K -1 -1%
HBT
193
Hills Bank & Trust
Iowa
$100K
IAS
194
IMA Advisory Services
Colorado
$94.8K
IAIM
195
International Assets Investment Management
Florida
$93.1K +$93.1K +51,040 New
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$90.3K
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$90.3K +$42.4K +38 +88%
NA
198
NewEdge Advisors
Louisiana
$89.2K -$200K -179 -69%
CIAS
199
Capital Investment Advisory Services
North Carolina
$78.1K
HNB
200
Huntington National Bank
Ohio
$76.1K