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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 %
DAS
926
Dynamic Advisor Solutions
Arizona
$1.82M +$42.9K +855 +2%
JIC
927
Joel Isaacson & Co
New York
$1.82M +$601K +12,561 +49%
ASN
928
Advisory Services Network
Georgia
$1.82M -$86.2K -1,870 -5%
LWAC
929
Laurel Wealth Advisors (California)
California
$1.81M -$726K -15,762 -29%
SYBT
930
Stock Yards Bank & Trust
Kentucky
$1.8M -$97.4K -2,113 -5%
PAM
931
PVG Asset Management
Colorado
$1.78M -$456K -9,908 -20%
PCTC
932
Perkins Coie Trust Company
Washington
$1.77M -$1.47K -32 -0.1%
CCT
933
Country Club Trust
Missouri
$1.77M -$173K -3,757 -9%
GC
934
Guardian Capital
Ontario, Canada
$1.76M +$82.6K +1,792 +5%
NCM
935
Northwest Capital Management
Oregon
$1.76M – – –
BG
936
Bollard Group
Massachusetts
$1.76M +$32K +694 +2%
SACTSONJ
937
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.75M -$184K -4,000 -10%
FHA
938
First Horizon Advisors
Tennessee
$1.75M -$74.4K -1,616 -4%
TFS
939
Thoroughbred Financial Services
Tennessee
$1.75M +$1.75M +37,927 New
MIM
940
Miller Investment Management
Pennsylvania
$1.74M – – –
CTC
941
Central Trust Company
Missouri
$1.72M -$316K -6,849 -15%
CA
942
Cetera Advisors
Colorado
$1.72M +$105K +2,287 +7%
BRWA
943
B. Riley Wealth Advisors
Florida
$1.72M -$145K -3,143 -8%
MM
944
Midas Management
New York
$1.71M – – –
CI
945
CX Institutional
Indiana
$1.7M +$1.66M +35,985 +3,657%
DLA
946
Douglas Lane & Associates
New York
$1.7M -$34.2K -742 -2%
BSPF
947
British Steel Pension Fund
United Kingdom
$1.7M +$1.7M +32,246 New
MC
948
Martin & Co
Tennessee
$1.69M -$6.91K -150 -0.4%
PK
949
Pflug Koory
Nebraska
$1.69M +$5.53K +120 +0.3%
AC
950
Addison Capital
Pennsylvania
$1.68M -$170K -3,679 -9%
36 37
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