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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 %
AI
776
Atria Investments
North Carolina
$2.79M -$1.76M -38,114 -39%
Lido Advisors
777
Lido Advisors
California
$2.78M +$81.6K +1,772 +3%
LIM
778
Leavell Investment Management
Alabama
$2.78M -$66.3K -1,438 -2%
FCH
779
Freestone Capital Holdings
Washington
$2.78M -$843K -18,291 -23%
SB
780
Simmons Bank
Arkansas
$2.77M -$173K -3,762 -6%
SCA
781
Stonebridge Capital Advisors
Minnesota
$2.76M -$66.6K -1,445 -2%
AAMA
782
Advanced Asset Management Advisors
Ohio
$2.76M – – –
WPC
783
Waters Parkerson & Co
Louisiana
$2.76M -$99K -2,148 -3%
DCM
784
Dupont Capital Management
Delaware
$2.75M -$108K -2,353 -4%
BBP
785
Banco BTG Pactual
Brazil
$2.75M +$2.75M +60,000 New
RC
786
RegentAtlantic Capital
New Jersey
$2.74M -$462K -10,035 -14%
CIM
787
CenturyLink Investment Management
Colorado
$2.73M – – –
IAM
788
Integre Asset Management
New York
$2.7M -$139K -3,014 -5%
LA
789
LVW Advisors
New York
$2.7M -$1.2M -26,104 -31%
ACM
790
Argyle Capital Management
Pennsylvania
$2.69M – – –
WC
791
Whitney & Co
New York
$2.69M -$577K -11,763 -18%
GRP
792
Global Retirement Partners
California
$2.68M -$360K -7,812 -12%
BCM
793
Boltwood Capital Management
California
$2.67M -$316K -6,864 -11%
BCCM
794
Bridge Creek Capital Management
Massachusetts
$2.66M -$18.4K -400 -0.7%
Fiera Capital (Canada)
795
Fiera Capital (Canada)
Quebec, Canada
$2.64M -$17.3K -375 -0.7%
LCM
796
Laurion Capital Management
New York
$2.64M -$7.85M -170,319 -75%
FCMT
797
Founders Capital Management (Texas)
Texas
$2.63M -$15.2K -330 -0.6%
SFFS
798
Stonehage Fleming Financial Services
Jersey
$2.63M -$61K -1,323 -2%
EWA
799
EP Wealth Advisors
California
$2.62M -$81.3K -1,765 -3%
VF
800
Virtu Financial
New York
$2.58M -$105K -2,278 -4%
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