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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 %
WPA
976
Winning Points Advisors
Florida
$1.56M +$18.8K +400 +1%
NWM
977
Nicola Wealth Management
British Columbia, Canada
$1.55M -$4.09M -65,000 -72%
APA
978
American Portfolios Advisors
New York
$1.55M +$58.4K +1,267 +4%
WA
979
WP Advisors
California
$1.55M +$6.45K +140 +0.4%
WTB
980
Washington Trust Bank
Washington
$1.54M -$63.2K -1,371 -4%
ACM
981
Alethea Capital Management
Washington
$1.54M +$1.54M +33,385 New
SCM
982
Sterneck Capital Management
Missouri
$1.54M -$366K -7,950 -19%
FAM
983
Fred Alger Management
New York
$1.53M – – –
CA
984
Cambridge Advisors
Nebraska
$1.52M -$106K -2,306 -7%
GC
985
Grimes & Company
Massachusetts
$1.52M -$66.6K -1,446 -4%
HPCM
986
High Pointe Capital Management
Illinois
$1.52M -$148K -3,210 -9%
DWA
987
Douglass Winthrop Advisors
New York
$1.52M +$55.3K +1,200 +4%
CPA
988
Clear Perspective Advisors
Illinois
$1.51M -$55.9K -1,213 -4%
HT
989
HighTower Trust
Texas
$1.51M +$336K +7,292 +29%
OAMU
990
Ostrum Asset Management US
New York
$1.5M +$1.5M +32,554 New
SL
991
Summitry LLC
California
$1.49M +$86K +1,867 +6%
BFA
992
Bragg Financial Advisors
North Carolina
$1.49M -$423K -9,177 -22%
CFMC
993
Curbstone Financial Management Corp
New Hampshire
$1.48M – – –
CC
994
Courier Capital
New York
$1.48M -$107K -2,326 -7%
NCMW
995
Northern Capital Management (Wisconsin)
Wisconsin
$1.48M -$5.02K -109 -0.3%
AIM
996
Anchor Investment Management
South Carolina
$1.48M -$76.1K -1,652 -5%
DPIM
997
Duff & Phelps Investment Management
Illinois
$1.47M -$23K -500 -2%
AF
998
Advisornet Financial
Minnesota
$1.47M -$173K -3,747 -11%
BAC
999
Boys Arnold & Co
North Carolina
$1.47M +$214K +4,684 +17%
AAM
1000
Auxier Asset Management
Oregon
$1.46M +$23K +498 +2%
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40
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