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Wells Fargo
WFC

Overview Fund Activity

2,002 hedge funds and large institutions have $162B invested in Wells Fargo in 2018 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 524 increasing their positions, 1,032 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,002
Holders Change
+35
Holders Change %
+1.78%
% of All Funds
44.68%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
3.17%
New
214
Increased
524
Reduced
1,032
Closed
158
Calls
$2.04B
Puts
$2.59B
Net Calls
-$549M
Net Calls Change
+$559M

Top Buyers

1
Primecap Management
Primecap Management
California
+$321M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$306M
3
BlackRock
BlackRock
New York
+$224M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$187M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$166M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.42B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$719M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$500M
4
State Street
State Street
Massachusetts
-$415M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
401
BOK Financial
Oklahoma
$13.1M -$447K -9,711 -3%
WSFS
402
Wilmington Savings Fund Society
Delaware
$13.1M -$181K -3,917 -1%
CIS
403
Connors Investor Services
Pennsylvania
$13M -$505K -10,961 -4%
SIM
404
Sentry Investment Management
Wisconsin
$13M -$489K -10,605 -4%
GIA
405
Guyasuta Investment Advisors
Pennsylvania
$13M +$378K +8,197 +3%
TAM
406
Tiverton Asset Management
Delaware
$13M +$999K +21,683 +8%
ACA
407
Anchor Capital Advisors
Massachusetts
$12.9M -$1.27M -27,614 -9%
VWM
408
Valley Wealth Managers
New Jersey
$12.9M -$450K -9,767 -3%
HA
409
Heartland Advisors
Wisconsin
$12.7M -$178K -3,873 -1%
CGH
410
Crossmark Global Holdings
Texas
$12.6M -$1.59M -34,603 -11%
ABTD
411
Arvest Bank Trust Division
Oklahoma
$12.5M -$44.5K -966 -0.4%
FLII
412
First Long Island Investors
New York
$12.4M -$79.9K -1,734 -0.6%
SBWIC
413
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.4M +$205K +4,450 +2%
TAM
414
Taurus Asset Management
New York
$12.3M +$438K +9,515 +4%
II
415
IFM Investors
Australia
$12.3M +$1.02M +22,105 +9%
CCA
416
Checchi Capital Advisers
California
$12.2M +$9.92M +215,245 +430%
SC
417
Sepio Capital
Utah
$12.1M +$12.1M +263,383 New
TIP
418
Torray Investment Partners
Maryland
$12.1M -$37.9K -822 -0.3%
BC
419
Burleson & Co
California
$12M +$702K +14,162 +6%
FCMC
420
Founders Capital Management (Connecticut)
Connecticut
$11.9M +$11.9M +258,991 New
HF
421
HRT Financial
New York
$11.9M +$11.3M +245,581 +1,846%
WAM
422
World Asset Management
Michigan
$11.9M -$668K -14,505 -5%
GP
423
Greenline Partners
New York
$11.9M – – –
RJT
424
Raymond James Trust
Florida
$11.8M -$1.65M -35,856 -12%
UFG
425
United Fire Group
Iowa
$11.8M – – –
15 16
17
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