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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 %
IA
826
IFP Advisors
Florida
$2.41M -$683K -14,908 -22%
MCM
827
Maryland Capital Management
Maryland
$2.41M +$221K +4,805 +10%
MIM
828
Marco Investment Management
Georgia
$2.41M -$332K -7,213 -12%
MME
829
Meag Munich Ergo
Germany
$2.41M -$5.06M -110,904 -68%
AA
830
Ancora Advisors
Ohio
$2.4M -$954K -20,712 -28%
MCP
831
Mirador Capital Partners
California
$2.39M -$470K -10,206 -16%
UTC
832
Unified Trust Company
Kentucky
$2.38M +$2.38M +51,681 New
GP
833
Girard Partners
Pennsylvania
$2.37M -$68.3K -1,482 -3%
TCOT
834
Trust Company of Toledo
Ohio
$2.37M -$1.28M -27,872 -35%
OWD
835
Osborn Williams & Donohoe
Ohio
$2.37M -$466K -10,114 -16%
QF
836
QVT Financial
New York
$2.36M – – –
AW
837
ACG Wealth
Georgia
$2.34M -$283K -6,123 -11%
GCM
838
Gibraltar Capital Management
Oklahoma
$2.33M -$1.53M -33,274 -40%
ACS
839
Archford Capital Strategies
Illinois
$2.31M +$84.8K +1,841 +4%
IR
840
IAT Reinsurance
New York
$2.3M – – –
VF
841
Vilas Fund
Illinois
$2.3M +$2.3M +50,000 New
BHWM
842
Bar Harbor Wealth Management
New Hampshire
$2.29M -$398K -8,644 -15%
BBWA
843
Bell & Brown Wealth Advisors
California
$2.29M +$2.29M +49,658 New
BDF
844
Balasa Dinverno & Foltz
$2.29M -$209K -4,535 -8%
CNC
845
Citizens & Northern Corp
Pennsylvania
$2.28M -$164K -3,564 -7%
HFM
846
Hartford Financial Management
Connecticut
$2.26M +$216K +4,676 +11%
SIP
847
Stoneridge Investment Partners
Pennsylvania
$2.25M -$4.42M -95,943 -66%
WIS
848
Wright Investors Service
Connecticut
$2.24M +$910K +19,745 +68%
AP
849
Appleton Partners
Massachusetts
$2.22M -$237K -5,137 -10%
PPSG
850
Princeton Portfolio Strategies Group
New Jersey
$2.21M -$31.4K -681 -1%
32 33
34
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