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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 %
HBT
201
Hills Bank & Trust
Iowa
$106K
WP
202
WealthPLAN Partners
Nebraska
$102K +$102K +87 New
BAM
203
Belpointe Asset Management
Nevada
$100K +$4.72K +4 +5%
IAS
204
IMA Advisory Services
Colorado
$100K
CIAS
205
Capital Investment Advisory Services
North Carolina
$82.3K
HNB
206
Huntington National Bank
Ohio
$80K -$1.18K -1 -1%
Franklin Resources
207
Franklin Resources
California
$74.1K
PCM
208
Pointe Capital Management
Michigan
$64.2K +$64.2K +55 New
LWANC
209
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.3K +$55.3K +47 New
LCM
210
Logan Capital Management
Pennsylvania
$51K
GWSG
211
GPS Wealth Strategies Group
Colorado
$44.7K +$44.7K +38 New
AF
212
Allworth Financial
California
$38.8K -$4.71K -4 -11%
PCA
213
Providence Capital Advisors
North Carolina
$30.6K +$30.6K +26 New
AFG
214
Albion Financial Group
Utah
$29.4K
GFPC
215
Global Financial Private Client
Florida
$29.2K
ME
216
McIlrath & Eck
Washington
$25K
BFEC
217
Benjamin F. Edwards & Company
Missouri
$24K
JWA
218
JFS Wealth Advisors
Pennsylvania
$23.5K
MCM
219
Manchester Capital Management
Vermont
$17.6K
EI
220
Ellevest Inc
New York
$17.6K
PA
221
Parallel Advisors
California
$17.6K +$11.8K +10 +200%
SWM
222
Spire Wealth Management
Virginia
$15.3K +$11.8K +10 +333%
CTC
223
Central Trust Company
Missouri
$11.8K
RCM
224
Raleigh Capital Management
North Carolina
$11.8K +$11.8K +10 New
GT
225
Glenmede Trust
Pennsylvania
$11.8K