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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 %
OIM
1151
Orca Investment Management
Oregon
$999K +$15.4K +335 +2%
ADBIC
1152
A.D. Beadell Investment Counsel
Wisconsin
$994K – – –
BI
1153
Bredin Investment
Delaware
$988K – – –
GC
1154
Garde Capital
Washington
$987K – – –
SIG
1155
Schaller Investment Group
North Carolina
$986K -$4.61K -100 -0.5%
SM
1156
Sciencast Management
New Jersey
$985K +$985K +19,700 New
PI
1157
PHH Investments
Texas
$984K -$23.6K -512 -2%
SVWA
1158
Sound View Wealth Advisors
Georgia
$983K +$983K +21,329 New
MCM
1159
Mainstay Capital Management
Michigan
$982K +$48.5K +1,067 +5%
TI
1160
Truehand Inc
New Hampshire
$982K +$982K +21,314 New
CCMG
1161
Clark Capital Management Group
Pennsylvania
$975K -$678K -14,713 -41%
WMG
1162
WESCAP Management Group
California
$972K -$69.1K -1,500 -7%
KA
1163
Kintegral Advisory
New York
$972K +$972K +21,089 New
OSAM
1164
O'Shaughnessy Asset Management
Connecticut
$971K +$971K +21,072 New
BHBT
1165
Burke & Herbert Bank & Trust
Virginia
$970K -$55.2K -1,198 -5%
FMLI
1166
Fukoku Mutual Life Insurance
Japan
$968K +$55.3K +1,200 +6%
BEC
1167
Blue Edge Capital
Virginia
$965K -$14.9K -323 -2%
HI
1168
Hudock Inc
Pennsylvania
$965K +$915 +20 +0.1%
LA
1169
Lau Associates
Delaware
$965K +$578K +12,557 +150%
BMA
1170
Brooks Moore & Associates
Tennessee
$959K +$959K +20,803 New
DBT
1171
Dubuque Bank & Trust
Iowa
$957K -$51.7K -1,122 -5%
LNC
1172
Lincoln National Corp
Pennsylvania
$952K -$3.27K -71 -0.3%
VFPI
1173
Vantage Financial Partners (Illinois)
Illinois
$949K -$78.3K -1,700 -8%
QCG
1174
Quadrant Capital Group
Ohio
$948K -$166K -3,661 -15%
CIM
1175
CIM Investment Management
Pennsylvania
$947K -$41.9K -909 -4%
45 46
47
48 49