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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 %
CG
1076
Caprock Group
Idaho
$1.21M -$24.7K -535 -2%
CC
1077
Cannell & Co
New York
$1.21M +$17.7K +383 +1%
KA
1078
KLCM Advisors
Wisconsin
$1.2M -$9.91K -215 -0.8%
SC
1079
SouthState Corp
Florida
$1.2M -$60.7K -1,317 -5%
Koshinski Asset Management
1080
Koshinski Asset Management
Illinois
$1.2M +$366K +9,808 +44%
NFC
1081
Northeast Financial Consultants
Connecticut
$1.2M +$1.2M +26,062 New
SCA
1082
Sippican Capital Advisors
Massachusetts
$1.2M +$185K +4,012 +18%
VIA
1083
Vident Investment Advisory
Georgia
$1.2M +$1.02M +22,056 +560%
ANRIA
1084
American National Registered Investment Advisor
Texas
$1.2M – – –
EWM
1085
Edge Wealth Management
New York
$1.19M -$28.8K -625 -2%
CW
1086
Cobiz Wealth
Colorado
$1.19M -$104K -2,254 -8%
AI
1087
Accredited Investors
Minnesota
$1.19M +$5.71K +124 +0.5%
ET
1088
Equitable Trust
Tennessee
$1.19M -$61.2K -1,328 -5%
SBA
1089
Secrest Blakey & Associates
North Carolina
$1.19M -$17.4K -378 -1%
FPCG
1090
Fort Pitt Capital Group
Pennsylvania
$1.18M +$647K +14,039 +121%
IBOK
1091
Independence Bank of Kentucky
Kentucky
$1.18M -$255K -5,525 -18%
PFS
1092
Prospera Financial Services
Texas
$1.18M +$268K +5,712 +30%
GKFF
1093
George Kaiser Family Foundation
Oklahoma
$1.17M +$1.17M +25,484 New
IB
1094
Intrust Bank
Kansas
$1.17M +$5.11K +111 +0.4%
B
1095
Bailard
California
$1.17M -$98.1K -2,130 -8%
NCM
1096
Northside Capital Management
Oregon
$1.17M -$63.1K -1,370 -5%
BWAM
1097
Boyd Watterson Asset Management
Ohio
$1.17M -$403K -8,744 -26%
CBU
1098
CIBC Bank USA
Illinois
$1.16M -$64K -1,390 -5%
TIM
1099
Triad Investment Management
California
$1.16M +$1.16M +25,174 New
PWW
1100
Pettyjohn Wood & White
Virginia
$1.16M -$272K -5,892 -19%
42 43
44
45 46