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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 %
AL
876
Aspiriant LLC
California
$2.06M +$44.9K +973 +2%
WP
877
WealthPLAN Partners
Nebraska
$2.05M +$8.07K +164 +0.4%
CIC
878
Chilton Investment Company
Connecticut
$2.05M -$761K -16,511 -27%
H
879
HoyleCohen
California
$2.05M -$121K -2,625 -6%
AAS
880
Avantax Advisory Services
Texas
$2.03M +$2.03M +44,235 New
EWM
881
Endurance Wealth Management
Rhode Island
$2.03M -$104K -2,250 -5%
BBA
882
BLB&B Advisors
Pennsylvania
$2.03M -$112K -2,426 -5%
HB
883
Homrich & Berg
Georgia
$2.03M -$139K -3,011 -6%
GCP
884
GSA Capital Partners
United Kingdom
$2.02M +$973K +21,103 +93%
HCM
885
Hengehold Capital Management
Ohio
$2.02M -$1.24K -27 -0.1%
NC
886
Northpointe Capital
Michigan
$2.01M -$42.8K -929 -2%
TPWA
887
TRUE Private Wealth Advisors
Oregon
$2M -$39.1K -849 -2%
LWANC
888
Laurel Wealth Advisors (North Carolina)
North Carolina
$2M +$2M +43,328 New
SSW
889
Smith Shellnut Wilson
Mississippi
$1.99M – – –
SAM
890
Sequent Asset Management
Texas
$1.97M -$41.9K -910 -2%
AC
891
Allstate Corporation
Illinois
$1.97M +$1.75M +38,028 +816%
MA
892
Montag & Associates
Georgia
$1.96M -$394K -8,546 -17%
OA
893
Oxbow Advisors
Texas
$1.96M -$183K -3,963 -9%
WP
894
WealthSource Partners
California
$1.95M +$1.2M +26,147 +161%
IC
895
Investment Counsel
Michigan
$1.95M -$23K -500 -1%
LHC
896
Little House Capital
Massachusetts
$1.95M +$1.95M +42,789 New
OIA
897
OneDigital Investment Advisors
Kansas
$1.95M -$80.4K -1,745 -4%
MPAM
898
Murphy Pohlad Asset Management
Minnesota
$1.95M +$241K +5,235 +14%
CICI
899
Capital Investment Counsel Inc
North Carolina
$1.94M +$341K +7,398 +21%
CF
900
CNA Financial
Illinois
$1.94M – – –
34 35
36
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