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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 %
FMBTD
1001
First Midwest Bank Trust Division
Illinois
$1.46M -$17.2K -373 -1%
ESB
1002
Essex Savings Bank
Connecticut
$1.45M +$1.45M +31,557 New
MC
1003
Moors & Cabot
Massachusetts
$1.45M -$120K -2,614 -8%
LIC
1004
Lodestar Investment Counsel
Illinois
$1.45M -$23K -500 -2%
BWP
1005
Baldwin Wealth Partners
Massachusetts
$1.45M -$23.3K -506 -2%
CB
1006
Community Bank
New York
$1.45M -$64.9K -1,410 -4%
AHB
1007
Abner Herrman & Brock
New Jersey
$1.44M -$2.37M -51,516 -62%
ACM
1008
Adalta Capital Management
New York
$1.43M +$38K +825 +3%
BB
1009
Busey Bank
Illinois
$1.43M -$50.4K -1,094 -3%
ST
1010
Smithfield Trust
Pennsylvania
$1.43M -$116K -2,521 -8%
SCM
1011
SOL Capital Management
Maryland
$1.43M -$15.2K -330 -1%
SIAG
1012
Signet Investment Advisory Group
Rhode Island
$1.42M +$1.42M +30,895 New
NPT
1013
Nixon Peabody Trust
Massachusetts
$1.42M -$313K -6,788 -18%
SWM
1014
SeaCrest Wealth Management
New York
$1.42M -$82.4K -1,788 -5%
FMWA
1015
Forvis Mazars Wealth Advisors
Missouri
$1.42M +$1.42M +30,776 New
CC
1016
Cognios Capital
Kansas
$1.41M -$60.1K -1,305 -4%
YWP
1017
YorkBridge Wealth Partners
New York
$1.4M -$2.67K -58 -0.2%
B
1018
Bellecapital
Switzerland
$1.4M +$7.37K +160 +0.5%
NSAM
1019
North Star Asset Management
Wisconsin
$1.4M -$22.9K -496 -2%
SBIA
1020
Sheaff Brock Investment Advisors
Indiana
$1.39M +$2.81K +61 +0.2%
BCM
1021
Bowie Capital Management
Texas
$1.38M -$3.82M -83,000 -73%
EMR
1022
Errol M. Rudman
$1.38M -$1.38M -30,000 -50%
BOC
1023
Barbara Oil Co
Illinois
$1.38M – – –
ZIC
1024
ZWJ Investment Counsel
Georgia
$1.38M +$607K +13,177 +78%
PFSC
1025
Peoples Financial Services Corp
Pennsylvania
$1.38M -$27.6K -600 -2%
39 40
41
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