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WELLS FARGO 7.5% NON CUMV PERP CONV

250 hedge funds and large institutions have $2.96B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 62 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
3.62%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
27
Increased
62
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JAG
201
Journey Advisory Group
Kentucky
$201K +$201K +165 New
BBHC
202
Brown Brothers Harriman & Co
New York
$183K
IA
203
IFP Advisors
Florida
$140K -$36.6K -30 -21%
CSC
204
Cove Street Capital
California
$139K
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K
PFP
206
Pinnacle Financial Partners
Tennessee
$126K
PIA
207
Powell Investment Advisors
Florida
$121K
SPIA
208
Steward Partners Investment Advisory
New York
$121K -$2.44K -2 -2%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$112K +$32.9K +27 +42%
HBT
210
Hills Bank & Trust
Iowa
$110K
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$98.8K
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$97.5K +$6.1K +5 +7%
CIAS
213
Capital Investment Advisory Services
North Carolina
$85.4K
BFPW
214
BOK Financial Private Wealth
Colorado
$61K
Franklin Resources
215
Franklin Resources
California
$58.5K
PS
216
Principal Securities
Iowa
$54.9K
GBT
217
Grove Bank & Trust
Florida
$54.9K +$54.9K +45 New
LCM
218
Logan Capital Management
Pennsylvania
$53.2K
VIA
219
Virtus Investment Advisers
Connecticut
$50K
GWSG
220
GPS Wealth Strategies Group
Colorado
$46.3K
FFA
221
Farther Finance Advisors
California
$43.6K
GJWM
222
Gilliland Jeter Wealth Management
Arkansas
$42.3K +$42.3K +35 New
AF
223
Allworth Financial
California
$40.2K -$12.2K -10 -23%
CTA
224
Colonial Trust Advisors
South Carolina
$40.2K +$40.2K +33 New
LWANC
225
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K