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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 %
WAM
1101
Weatherly Asset Management
California
$1.15M -$7.19K -156 -0.6%
MMPW
1102
Mitchell McLeod Pugh & Williams
Alabama
$1.15M -$52.7K -1,143 -4%
SFM
1103
Signet Financial Management
New Jersey
$1.15M -$52.3K -1,135 -4%
CK
1104
Cohen Klingenstein
New York
$1.15M – – –
CT
1105
Coastline Trust
Rhode Island
$1.14M -$253K -5,500 -18%
NAM
1106
NorthCoast Asset Management
Connecticut
$1.14M -$135K -2,932 -11%
AFS
1107
Access Financial Services
Minnesota
$1.14M -$377K -8,176 -25%
GLLW
1108
Graves Light Lenhart Wealth
Virginia
$1.14M +$1.14M +24,762 New
SFSG
1109
Stearns Financial Services Group
North Carolina
$1.13M -$29.2K -635 -3%
SHJ
1110
Sharkey, Howes & Javer
Colorado
$1.13M +$965K +20,955 +576%
BCM
1111
BTR Capital Management
California
$1.13M -$38.9K -843 -3%
FC
1112
Ferris Capital
Massachusetts
$1.12M -$649K -14,090 -37%
NHC
1113
Nicholas Hoffman & Company
Georgia
$1.12M -$91.8K -1,993 -8%
NNP
1114
Nachman Norwood & Parrott
South Carolina
$1.11M +$1.11M +24,066 New
MAFM
1115
Mid Atlantic Financial Management
Pennsylvania
$1.11M +$1.11M +24,070 New
FBT
1116
First Bank & Trust
South Dakota
$1.1M +$13.1K +285 +1%
AWM
1117
AE Wealth Management
Kansas
$1.1M -$40.5K -878 -4%
MWNA
1118
Marshall Wace North America
New York
$1.09M -$43.2M -936,901 -98%
AF
1119
Allworth Financial
California
$1.09M -$8.29K -180 -0.8%
AFG
1120
Albion Financial Group
Utah
$1.08M – – –
MSR
1121
Main Street Research
Connecticut
$1.08M +$853K +18,500 +370%
DBIA
1122
Dumont & Blake Investment Advisors
New Jersey
$1.08M -$68.5K -1,487 -6%
IPW
1123
Inlet Private Wealth
Florida
$1.08M +$1.08M +23,490 New
FSA
1124
Franklin Street Advisors
North Carolina
$1.08M -$18.9K -411 -2%
BPWA
1125
Beacon Pointe Wealth Advisors
California
$1.08M +$1.08M +23,329 New
43 44
45
46 47