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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 %
AIM
651
Assured Investment Management
New York
$4.62M +$2.92M +63,390 +172%
BTNA
652
Bremer Trust National Association
Minnesota
$4.62M +$811K +17,590 +21%
NSEDCP
653
NJ State Employees Deferred Compensation Plan
New Jersey
$4.61M – – –
IFAM
654
Institutional & Family Asset Management
Colorado
$4.61M +$77.4K +1,679 +2%
UCI
655
Uncommon Cents Investing
Wisconsin
$4.57M -$264K -5,725 -5%
NEI
656
Northwest & Ethical Investments
Ontario, Canada
$4.57M -$417K -9,039 -8%
Capstone Investment Advisors
657
Capstone Investment Advisors
New York
$4.56M +$1.67M +36,144 +57%
CIA
658
Capital Investment Advisors
Georgia
$4.52M -$77.8K -1,688 -2%
ACP
659
Ashfield Capital Partners
California
$4.51M +$168K +3,648 +4%
PCM
660
Punch Card Management
Florida
$4.46M +$4.46M +96,708 +254,495%
AP
661
Advisor Partners
California
$4.41M -$653K -14,171 -13%
SCM
662
Schnieders Capital Management
California
$4.39M -$262K -5,688 -6%
GIP
663
Granite Investment Partners
California
$4.39M -$39.7K -862 -0.9%
PP
664
Patten & Patten
Tennessee
$4.36M -$193K -4,190 -4%
RCM
665
Riverhead Capital Management
Delaware
$4.35M -$678K -14,712 -13%
OTPPB
666
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.34M +$4.15M +90,164 +2,209%
PA
667
PFG Advisors
Arizona
$4.33M +$4.33M +88,179 New
ATC
668
Argent Trust Co
Tennessee
$4.3M +$23.1K +502 +0.5%
GJCM
669
Grand Jean Capital Management
California
$4.25M -$309K -6,698 -7%
GH
670
Grosvenor Holdings
Illinois
$4.25M – – –
FNT
671
First National Trust
Pennsylvania
$4.24M -$686K -14,892 -14%
GH
672
GAM Holding
Switzerland
$4.21M -$964K -20,931 -19%
MHIC
673
Marble Harbor Investment Counsel
Massachusetts
$4.2M -$50.7K -1,100 -1%
CA
674
Clearstead Advisors
Ohio
$4.2M -$181K -3,921 -4%
GWM
675
Geneos Wealth Management
Colorado
$4.19M -$149K -3,251 -3%
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