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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 %
PA
701
Pinnacle Associates
New York
$3.73M +$48.7K +1,056 +1%
CAPTRUST Financial Advisors
702
CAPTRUST Financial Advisors
North Carolina
$3.7M -$246K -5,328 -6%
HBT
703
Hills Bank & Trust
Iowa
$3.69M -$42.1K -914 -1%
PWLP
704
Prio Wealth Limited Partnership
Massachusetts
$3.69M -$145K -3,141 -4%
OIM
705
Opus Investment Management
Massachusetts
$3.69M – – –
EVM
706
Evelyn V. Moreno
$3.66M -$1.13M -24,454 -24%
SAM
707
Silvercrest Asset Management
New York
$3.65M -$230K -4,981 -6%
Jane Street
708
Jane Street
New York
$3.65M -$14.8M -321,184 -80%
CCP
709
Corient Capital Partners
California
$3.64M +$431K +9,355 +13%
MYLI
710
Meiji Yasuda Life Insurance
Japan
$3.64M -$187K -4,057 -5%
BCM
711
Brookmont Capital Management
Texas
$3.63M +$399K +8,667 +12%
AIP
712
Ameritas Investment Partners
Nebraska
$3.58M -$177K -3,844 -5%
ECM
713
Elgethun Capital Management
South Dakota
$3.57M +$377K +8,041 +12%
1SB
714
1ST Source Bank
Indiana
$3.55M -$24.1K -524 -0.7%
PTC
715
Private Trust Company
Ohio
$3.53M +$112K +2,426 +3%
AWM
716
Avior Wealth Management
Nebraska
$3.52M -$50.6K -1,092 -1%
RWP
717
RWA Wealth Partners
Massachusetts
$3.51M +$131K +2,850 +4%
AT
718
Arden Trust
Delaware
$3.51M -$452K -9,807 -11%
AIA
719
Allied Investment Advisors
Montana
$3.48M +$8.3K +180 +0.2%
CIC
720
Canal Insurance Company
South Carolina
$3.46M -$2.3M -50,000 -40%
QAM
721
Quantres Asset Management
Cayman Islands
$3.46M +$207K +4,500 +6%
LNWWM
722
Laird Norton Wetherby Wealth Management
California
$3.45M -$186K -4,029 -5%
CBB
723
Citizens Business Bank
California
$3.42M +$116K +2,520 +4%
PTB
724
Pioneer Trust Bank
Oregon
$3.41M -$118K -2,565 -3%
CL
725
CPWM LLC
Washington
$3.39M -$3.73K -81 -0.1%
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