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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 %
WT
601
Washington Trust
Rhode Island
$5.32M -$1.67M -36,202 -24%
PAG
602
Private Advisor Group
New Jersey
$5.3M -$754K -16,363 -12%
FG
603
Fiduciary Group
Georgia
$5.3M +$452K +9,804 +9%
GIM
604
Greylin Investment Management
Virginia
$5.3M -$180K -3,900 -3%
SCI
605
S&CO Inc
Massachusetts
$5.24M -$95.5K -2,072 -2%
AC
606
Addenda Capital
Quebec, Canada
$5.23M +$101K +2,232 +2%
GIP
607
Greatmark Investment Partners
Georgia
$5.21M +$859K +18,651 +20%
Wealthfront Advisers
608
Wealthfront Advisers
California
$5.19M +$5.19M +112,688 New
SFG
609
Sather Financial Group
Texas
$5.19M -$4.08M -88,632 -44%
NB
610
NBT Bank
New York
$5.15M -$548K -11,886 -10%
EGA
611
Eagle Global Advisors
Texas
$5.14M -$2.76M -59,827 -35%
CA
612
Continental Advisors
Utah
$5.12M +$184K +4,000 +4%
QI
613
Quilter Investors
United Kingdom
$5.12M +$5.12M +111,044 New
DWM
614
Dorchester Wealth Management
Quebec, Canada
$5.1M +$1.35M +29,382 +36%
RCA
615
Rowland Carmichael Advisors
Arizona
$5.08M +$184 +4 +0%
FG
616
FSI Group
Ohio
$5.06M +$5.06M +109,824 New
PFP
617
Pinnacle Financial Partners
Tennessee
$5.03M -$1.53M -33,274 -23%
PBT
618
Pictet Bank & Trust
Bahamas
$5.03M +$9.22K +200 +0.2%
EWM
619
Evercore Wealth Management
New York
$5.02M -$379K -8,235 -7%
WCM
620
Weik Capital Management
Pennsylvania
$5M +$63.3K +1,374 +1%
SFS
621
Sowell Financial Services
Arkansas
$4.95M +$1.08M +23,530 +28%
AC
622
Alley Company
Illinois
$4.94M +$129K +2,803 +3%
PAM
623
Private Asset Management
California
$4.94M -$249K -5,397 -5%
CANC
624
Culbertson A N & Co
Virginia
$4.93M -$249K -5,398 -5%
AIL
625
AGF Investments LLC
Ontario, Canada
$4.93M +$2.42M +52,476 +96%
23 24
25
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