WFC icon

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 %
LBC
676
Lowe Brockenbrough & Co
Virginia
$4.19M – – –
KS
677
Karpas Strategies
Connecticut
$4.17M +$1.2K +26 +0%
PC
678
Pecaut & Co
Iowa
$4.12M -$652K -14,150 -14%
YIA
679
YHB Investment Advisors
Connecticut
$4.09M +$328K +7,111 +9%
CIA
680
Cascade Investment Advisors
Oregon
$4.08M +$1.25K +25 +0%
GFA
681
Gifford Fong Associates
California
$4.06M – – –
CWM
682
Concentric Wealth Management
California
$4.01M +$176K +3,828 +5%
MHC
683
Meyer Handelman Company
New York
$4M -$1.41M -30,500 -26%
BUB
684
BBVA USA Bancshares
Texas
$4M +$142K +3,091 +4%
LW
685
Linscomb Wealth
Texas
$3.96M -$213K -4,623 -5%
CIP
686
Chartwell Investment Partners
Pennsylvania
$3.95M +$274K +5,946 +7%
MMA
687
Miracle Mile Advisors
California
$3.94M -$5.42M -117,675 -58%
BAM
688
Blueshift Asset Management
New Jersey
$3.94M +$3.94M +85,521 New
AAM
689
Advisors Asset Management
Colorado
$3.89M -$1.18M -25,698 -23%
HCM
690
Hutner Capital Management
Vermont
$3.89M -$42.3K -917 -1%
BPCE
691
Bank Pictet & Cie (Europe)
Germany
$3.87M -$535K -11,610 -12%
KRSITF
692
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.86M +$88.6K +1,923 +2%
CSS
693
Cubist Systematic Strategies
Connecticut
$3.86M -$4.4M -95,385 -53%
WIC
694
Woodmont Investment Counsel
Tennessee
$3.82M +$127K +2,763 +3%
DR
695
Davis Rea
Ontario, Canada
$3.82M +$969K +21,025 +34%
AMAL
696
Asset Management Advisors LLC
Oklahoma
$3.8M -$12.4K -270 -0.3%
FWM
697
Frontier Wealth Management
Missouri
$3.77M +$650K +14,104 +21%
GCIA
698
Gabelli & Co Investment Advisers
New York
$3.76M – – –
SPIA
699
Steward Partners Investment Advisory
New York
$3.76M -$79.9K -1,735 -2%
SIC
700
Salem Investment Counselors
North Carolina
$3.74M -$82.4K -1,789 -2%
26 27
28
29 30