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WELLS FARGO 7.5% NON CUMV PERP CONV

255 hedge funds and large institutions have $2.85B invested in WELLS FARGO 7.5% NON CUMV PERP CONV in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 72 increasing their positions, 79 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
24
Increased
72
Reduced
79
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TSS
201
Two Sigma Securities
New York
$202K -$210K -176 -51%
RTC
202
Riverview Trust Company
Washington
$199K
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$187K -$136K -114 -42%
BBHC
204
Brown Brothers Harriman & Co
New York
$179K
SPIA
205
Steward Partners Investment Advisory
New York
$179K +$58.5K +49 +49%
CSC
206
Cove Street Capital
California
$135K
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$123K
PIA
208
Powell Investment Advisors
Florida
$119K
GSWM
209
Golden State Wealth Management
California
$109K +$109K +91 New
PFP
210
Pinnacle Financial Partners
Tennessee
$108K
HBT
211
Hills Bank & Trust
Iowa
$107K
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$96.7K
BTI
213
Blue Trust Inc
Georgia
$93.2K +$23.9K +20 +34%
PSFG
214
Park Square Financial Group
Georgia
$80K +$80K +67 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$79K -$16.8K -14 -18%
VIA
216
Virtus Investment Advisers
Connecticut
$78.8K
MCM
217
MAI Capital Management
Ohio
$72.9K +$72.9K +61 New
LDB
218
Lee, Danner & Bass
Tennessee
$70.5K +$70.5K +59 New
FFA
219
Farther Finance Advisors
California
$65.7K -$54.9K -46 -46%
IA
220
IFP Advisors
Florida
$65.7K
BFPW
221
BOK Financial Private Wealth
Colorado
$59.7K
Franklin Resources
222
Franklin Resources
California
$57.3K
PS
223
Principal Securities
Iowa
$53.7K
LCM
224
Logan Capital Management
Pennsylvania
$51.7K
GWSG
225
GPS Wealth Strategies Group
Colorado
$46.3K +$1.19K +1 +3%