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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 %
VFA
726
Valeo Financial Advisors
Indiana
$3.38M -$741K -16,089 -18%
FM
727
Foster & Motley
Ohio
$3.37M -$1.41M -30,568 -29%
FAAS
728
First Allied Advisory Services
California
$3.36M -$393K -8,519 -10%
GI
729
GS Investments
Minnesota
$3.34M -$1.15K -25 -0%
Renaissance Technologies
730
Renaissance Technologies
New York
$3.31M -$25.5M -553,411 -89%
Cerity Partners
731
Cerity Partners
New York
$3.3M -$95K -2,061 -3%
CNBT
732
Canandaigua National Bank & Trust
New York
$3.26M -$353K -7,657 -10%
RCC
733
Red Cedar Capital
Nebraska
$3.25M +$697K +15,115 +27%
NIPH
734
NN Investment Partners Holdings
Netherlands
$3.25M +$2.59M +56,254 +393%
IRF
735
IBM Retirement Fund
New York
$3.24M -$314K -6,821 -9%
WJA
736
Williams Jones & Associates
New York
$3.2M +$269K +5,841 +9%
BOH
737
Bank of Hawaii
Hawaii
$3.2M -$148K -3,216 -4%
KFP
738
KMG Fiduciary Partners
Ohio
$3.18M +$3.18M +68,991 New
MPIA
739
Mountain Pacific Investment Advisers
Idaho
$3.16M -$48K -1,042 -1%
CB
740
Cadence Bank
Mississippi
$3.16M +$206K +4,477 +7%
BPM
741
Bowling Portfolio Management
Ohio
$3.14M -$635K -13,779 -17%
CP
742
Cumberland Partners
Ontario, Canada
$3.14M -$185K -4,004 -6%
Credit Agricole
743
Credit Agricole
France
$3.13M -$385K -8,360 -11%
Jones Financial Companies
744
Jones Financial Companies
Missouri
$3.12M -$781K -16,951 -20%
FA
745
FDx Advisors
Illinois
$3.11M -$3.88M -84,225 -56%
CC
746
ClearArc Capital
Ohio
$3.1M -$1.52M -32,934 -33%
SWP
747
Stratos Wealth Partners
Ohio
$3.09M -$168K -3,640 -5%
HW
748
Hancock Whitney
Mississippi
$3.08M -$161K -3,485 -5%
UR
749
USCA RIA
Texas
$3.07M -$4.08M -88,429 -57%
WAOTB
750
Wealth Advisors of Tampa Bay
Florida
$3.06M +$9.42K +204 +0.3%
28 29
30
31 32