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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 %
MBT
1051
Montecito Bank & Trust
California
$1.28M -$55.3K -1,200 -4%
WCM
1052
Wunderlich Capital Managemnt
Tennessee
$1.28M +$13.6K +296 +1%
VIM
1053
Vista Investment Management
Pennsylvania
$1.27M -$830 -18 -0.1%
AC
1054
Avenir Corporation
Virginia
$1.27M – – –
VCM
1055
Violich Capital Management
California
$1.27M -$46.1K -1,000 -4%
S
1056
SignatureFD
Georgia
$1.27M -$283K -6,134 -18%
MCG
1057
MACRO Consulting Group
New Jersey
$1.27M +$1.27M +27,426 New
AWM
1058
Altium Wealth Management
New York
$1.27M +$85.3K +1,852 +7%
IA
1059
IFG Advisory
Georgia
$1.26M -$31.7K -661 -2%
RHAM
1060
Round Hill Asset Management
California
$1.26M -$1.38K -30 -0.1%
Twin Tree Management
1061
Twin Tree Management
Texas
$1.26M +$1.26M +27,248 New
PCAP
1062
Pratt Collard Advisory Partners
New York
$1.25M +$308K +6,675 +33%
SS
1063
Simplicity Solutions
Minnesota
$1.25M +$647K +14,029 +108%
GIA
1064
GHP Investment Advisors
Colorado
$1.24M -$213K -4,631 -15%
CNAM
1065
Campbell Newman Asset Management
Wisconsin
$1.24M – – –
PT
1066
Plimoth Trust
Massachusetts
$1.24M -$31.8K -691 -3%
MOS
1067
MGO One Seven
Ohio
$1.23M +$290K +6,309 +31%
ITIM
1068
Indiana Trust & Investment Management
Indiana
$1.23M -$222K -4,825 -15%
ALAM
1069
Asahi Life Asset Management
Japan
$1.23M +$1.23M +26,700 New
KCP
1070
Kenmare Capital Partners
New York
$1.23M +$1.23M +26,600 New
GJIC
1071
Gamble Jones Investment Counsel
California
$1.23M -$370K -8,031 -23%
WWM
1072
Western Wealth Management
Colorado
$1.22M +$1.22M +26,548 New
LIM
1073
Loudon Investment Management
New Hampshire
$1.22M – – –
GIM
1074
Guardian Investment Management
California
$1.22M – – –
CT
1075
Cambridge Trust
Massachusetts
$1.22M -$129K -2,793 -10%
41 42
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