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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 %
FLI
1026
Family Legacy Inc
South Carolina
$1.38M -$1.15K -25 -0.1%
NIM
1027
Nexus Investment Management
Ontario, Canada
$1.38M – – –
SA
1028
Strategic Advisors
New York
$1.38M -$130K -2,825 -9%
SDWIA
1029
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.37M +$1.37M +29,777 New
BAS
1030
Brown Advisory Securities
Maryland
$1.37M -$694K -14,815 -34%
FMT
1031
First Mercantile Trust
Tennessee
$1.36M -$43.6K -947 -3%
NPA
1032
Nichols & Pratt Advisers
Massachusetts
$1.36M +$31.5K +684 +2%
PNC
1033
Park National Corp
Ohio
$1.36M -$1.44M -31,352 -52%
CL
1034
Choreo LLC
Illinois
$1.36M +$16.6K +360 +1%
TIM
1035
Thornburg Investment Management
New Mexico
$1.35M – – –
RPC
1036
Rossmore Private Capital
Connecticut
$1.35M +$15.2K +330 +1%
WAM
1037
Wealthspire Advisors (Maryland)
Maryland
$1.35M -$270K -5,856 -17%
P
1038
Pitcairn
Pennsylvania
$1.34M -$158K -3,429 -11%
PCM
1039
Parsons Capital Management
Rhode Island
$1.34M -$14.7K -319 -1%
SIC
1040
SFE Investment Counsel
California
$1.33M -$4.61K -100 -0.3%
DLG
1041
Daniel L. Goodwin
$1.33M – – –
SS
1042
Sunbelt Securities
Texas
$1.32M +$362K +7,859 +38%
TNBTD
1043
Trustmark National Bank Trust Department
Mississippi
$1.32M – – –
RWA
1044
Ropes Wealth Advisors
Massachusetts
$1.31M -$321K -6,972 -20%
HW
1045
Hedeker Wealth
Illinois
$1.31M -$19.9K -431 -1%
CCG
1046
Cypress Capital Group
Florida
$1.3M -$236K -5,113 -15%
JIC
1047
Johnson Investment Counsel
Ohio
$1.3M -$693K -15,047 -35%
HIC
1048
Holderness Investments Company
North Carolina
$1.29M -$58K -1,259 -4%
RCM
1049
Radnor Capital Management
Pennsylvania
$1.29M +$3.73K +81 +0.3%
WIM
1050
Waverton Investment Management
United Kingdom
$1.28M +$44.5K +966 +4%
40 41
42
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