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WELLS FARGO 7.5% NON CUMV PERP CONV

255 hedge funds and large institutions have $3.12B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
3.69%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
24
Increased
81
Reduced
58
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RMDI
201
R.M. Davis Inc
Maine
$200K +$200K +156 New
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$195K -$546K -426 -74%
BBHC
203
Brown Brothers Harriman & Co
New York
$192K
CSC
204
Cove Street Capital
California
$147K
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K
SPIA
206
Steward Partners Investment Advisory
New York
$130K +$2.56K +2 +2%
FFA
207
Farther Finance Advisors
California
$130K +$83.3K +65 +181%
PIA
208
Powell Investment Advisors
Florida
$128K
HBT
209
Hills Bank & Trust
Iowa
$115K
AF
210
Allworth Financial
California
$110K +$64.1K +50 +139%
IAS
211
IMA Advisory Services
Colorado
$109K +$109K +85 New
PFP
212
Pinnacle Financial Partners
Tennessee
$108K -$24.4K -19 -18%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$104K
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$103K
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$91K +$14.1K +11 +18%
Jones Financial Companies
216
Jones Financial Companies
Missouri
$87K +$67.8K +53 +353%
VIA
217
Virtus Investment Advisers
Connecticut
$84.6K +$32.1K +25 +61%
IA
218
IFP Advisors
Florida
$70.5K -$64.1K -50 -48%
BTI
219
Blue Trust Inc
Georgia
$69K +$69K +58 New
BFPW
220
BOK Financial Private Wealth
Colorado
$64.1K
Franklin Resources
221
Franklin Resources
California
$61K
PS
222
Principal Securities
Iowa
$57.7K
LCM
223
Logan Capital Management
Pennsylvania
$56.4K
GWSG
224
GPS Wealth Strategies Group
Colorado
$49.2K
CTA
225
Colonial Trust Advisors
South Carolina
$42.3K