WFC icon

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 %
MMHP
1126
Murphy Middleton Hinkle & Parker
Georgia
$1.07M +$5.48K +119 +0.5%
CQS
1127
Credential Qtrade Securities
$1.07M +$12.5K +272 +1%
SCM
1128
Southport Capital Management
Tennessee
$1.07M -$1.55M -33,691 -59%
IA
1129
Icon Advisers
Colorado
$1.06M -$55.3K -1,200 -5%
BO
1130
BRR OpCo
Ohio
$1.06M -$20.2K -438 -2%
LBC
1131
Lawrence B. Cohen
$1.06M -$13.4K -291 -1%
WSTAM
1132
Wilbanks Smith & Thomas Asset Management
Virginia
$1.06M -$19.2K -417 -2%
OWP
1133
Obermeyer Wealth Partners
Colorado
$1.06M – – –
FC
1134
Forte Capital
New York
$1.05M -$29.7K -645 -3%
SIM
1135
Sonora Investment Management
Arizona
$1.05M -$71.4K -1,549 -6%
BONST
1136
Bank of Nova Scotia Trust
Ontario, Canada
$1.05M -$13.6K -295 -1%
BCM
1137
Bayesian Capital Management
New York
$1.04M +$1.04M +22,600 New
SMM
1138
Stadion Money Management
Georgia
$1.04M -$26.3K -571 -2%
CPIG
1139
Chicago Partners Investment Group
Illinois
$1.04M -$117K -2,444 -10%
FIB
1140
First Interstate Bank
Montana
$1.04M -$48.4K -1,049 -4%
WB
1141
Webster Bank
Connecticut
$1.04M -$39.6K -859 -4%
VNIM
1142
Vaughan Nelson Investment Management
Texas
$1.04M +$229K +4,975 +28%
CCM
1143
Carlson Capital Management
Minnesota
$1.03M -$58.2K -1,262 -5%
JFGIW
1144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.03M -$46.6K -1,010 -4%
FTC
1145
Farmers Trust Company
Ohio
$1.03M -$738 -16 -0.1%
FB
1146
Fulton Bank
Pennsylvania
$1.02M -$396K -8,584 -28%
EWA
1147
Exencial Wealth Advisors
Oklahoma
$1.02M -$136K -2,944 -12%
FBC
1148
Fairfield, Bush & Co
Connecticut
$1.02M -$15.6K -339 -2%
FAIM
1149
Financial Advocates Investment Management
Washington
$1.01M -$527K -11,434 -34%
SNT
1150
Security National Trust
West Virginia
$1M -$82K -1,780 -8%
44 45
46
47 48