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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 %
Kovitz Investment Group Partners
576
Kovitz Investment Group Partners
Illinois
$5.9M +$4.42M +95,841 +298%
TC
577
TownSquare Capital
Utah
$5.83M +$5.83M +118,410 New
ECM
578
Estabrook Capital Management
New York
$5.79M -$635K -13,789 -10%
LA
579
Lynch & Associates
Indiana
$5.76M -$607K -13,177 -10%
APFBOT
580
Amica Pension Fund Board of Trustees
Rhode Island
$5.74M -$652K -14,151 -10%
DC
581
DPM Capital
Florida
$5.72M +$5.72M +124,200 New
TRCT
582
Tower Research Capital (TRC)
New York
$5.7M +$4.6M +99,751 +415%
OA
583
Oak Associates
Ohio
$5.7M -$29K -630 -0.5%
BFS
584
Bradley Foster & Sargent
Connecticut
$5.68M -$3.5K -76 -0.1%
GIM
585
Grassi Investment Management
California
$5.66M -$56.7K -1,230 -1%
BCM
586
Blume Capital Management
California
$5.62M +$54.1K +1,175 +1%
AFG
587
American Financial Group
Ohio
$5.62M – – –
CI
588
Conning Inc
Connecticut
$5.59M -$23.8M -517,567 -81%
Walleye Trading
589
Walleye Trading
New York
$5.54M -$886K -19,222 -14%
LM
590
Lincluden Management
Ontario, Canada
$5.48M -$3.21M -69,749 -37%
OIMU
591
Orbis Investment Management (US)
California
$5.48M – – –
BCWM
592
Bartlett & Co Wealth Management
Ohio
$5.47M -$499K -10,829 -8%
BC
593
Bartlett & Co
Ohio
$5.47M -$499K -10,829 -8%
CIC
594
Cornercap Investment Counsel
Georgia
$5.45M -$51.2K -1,112 -0.9%
VFA
595
Voya Financial Advisors
Connecticut
$5.44M +$203K +4,442 +4%
BNP Paribas Asset Management
596
BNP Paribas Asset Management
France
$5.44M +$151K +3,288 +3%
BA
597
Boston Advisors
Massachusetts
$5.42M -$551K -11,955 -9%
HIC
598
Harbor Island Capital
Massachusetts
$5.38M – – –
ACM
599
Azimuth Capital Management
Michigan
$5.35M -$6.73M -145,996 -56%
SGAM
600
Steinberg Global Asset Management
Florida
$5.32M -$68.6K -1,488 -1%
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