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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 %
FSCM
851
Front Street Capital Management
Montana
$2.21M -$5.76K -125 -0.3%
SC
852
Savant Capital
Illinois
$2.18M -$27K -585 -1%
BFM
853
Boston Financial Management
Massachusetts
$2.17M -$777K -16,871 -26%
BDS
854
Banco de Sabadell
Florida
$2.17M +$42.1K +919 +2%
NMC
855
Nine Masts Capital
Hong Kong
$2.16M +$593K +12,871 +38%
TSWM
856
Triangle Securities Wealth Management
North Carolina
$2.15M -$131K -2,846 -6%
APP
857
Avantax Planning Partners
Iowa
$2.15M -$58.8K -1,277 -3%
LOAME
858
Lombard Odier Asset Management (Europe)
United Kingdom
$2.15M – – –
ACM
859
Alpha Capital Management
Texas
$2.14M -$3.92K -85 -0.2%
NIC
860
Northwest Investment Counselors
Oregon
$2.13M -$46 -1 -0%
IAA
861
Independent Advisor Alliance
North Carolina
$2.13M -$103K -2,232 -5%
TRIM
862
Thompson Rubinstein Investment Management
Oregon
$2.12M – – –
B
863
Brightworth
Georgia
$2.12M +$1.17M +25,441 +124%
BJL
864
Brighton Jones LLC
Washington
$2.12M -$166K -3,608 -7%
MRCM
865
M&R Capital Management
New Jersey
$2.12M -$52.4K -1,142 -2%
MIAN
866
Mariner Independent Advisor Network
Kansas
$2.11M -$242K -5,142 -10%
RAM
867
Roanoke Asset Management
New Jersey
$2.11M -$5.58K -121 -0.3%
CIA
868
Choate Investment Advisors
Massachusetts
$2.1M -$294K -6,389 -12%
CCM
869
Compton Capital Management
Rhode Island
$2.1M -$73.7K -1,600 -3%
SC
870
Sawyer & Company
Massachusetts
$2.1M -$9.22K -200 -0.4%
MPWT
871
MassMutual Private Wealth & Trust
Connecticut
$2.09M +$316K +6,859 +18%
AIM
872
ARGA Investment Management
Connecticut
$2.08M -$1.73M -37,500 -45%
DCM
873
Donaldson Capital Management
Indiana
$2.08M -$434K -9,427 -17%
AC
874
Abbrea Capital
California
$2.07M -$63.2K -1,372 -3%
SAM
875
Sawgrass Asset Management
Florida
$2.06M -$275K -5,967 -12%
33 34
35
36 37