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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 %
NIM
1176
Northeast Investment Management
Massachusetts
$946K -$190K -4,130 -17%
BTW
1177
Boston Trust Walden
Massachusetts
$941K -$106K -2,300 -10%
ECM
1178
Evergreen Capital Management
Washington
$939K +$92.2K +2,000 +11%
TBA
1179
Tower Bridge Advisors
Pennsylvania
$938K -$180K -3,896 -16%
JA
1180
JOYN Advisors
Georgia
$934K -$235K -5,097 -20%
WA
1181
Wheatland Advisors
Pennsylvania
$932K +$92 +2 +0%
CPA
1182
Court Place Advisors
Maryland
$931K – – –
CBN
1183
Cadence Bank NA
Texas
$928K -$275K -5,958 -23%
BFEC
1184
Benjamin F. Edwards & Company
Missouri
$922K +$25.9K +563 +3%
RC
1185
RBF Capital
California
$922K +$461K +10,000 +100%
PWM
1186
Perigon Wealth Management
California
$920K -$384K -7,650 -29%
ICM
1187
IMS Capital Management
Oregon
$919K -$27.3K -592 -3%
Assenagon Asset Management
1188
Assenagon Asset Management
Luxembourg
$913K +$913K +19,824 New
PWAP
1189
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$912K -$21.2K -461 -2%
WA1
1190
Wimmer Associates 1
California
$910K -$33.6K -730 -4%
BWCS
1191
Beirne Wealth Consulting Services
Connecticut
$909K +$909K +19,734 New
MWP
1192
MYCIO Wealth Partners
Pennsylvania
$908K +$92K +1,998 +11%
PC
1193
Port Capital
Illinois
$907K -$153K -3,310 -14%
KJHP
1194
K.J. Harrison & Partners
Ontario, Canada
$903K -$5.35M -116,099 -86%
RCAG
1195
Rehmann Capital Advisory Group
Michigan
$898K -$823K -17,854 -48%
ARMT
1196
Amica Retiree Medical Trust
Rhode Island
$897K -$103K -2,239 -10%
HH
1197
Hilltop Holdings
Texas
$896K -$188K -4,090 -17%
DT
1198
Diversified Trust
Tennessee
$896K +$137K +2,962 +18%
WCM
1199
Weld Capital Management
New York
$893K +$893K +19,390 New
HCM
1200
Hodges Capital Management
Texas
$890K -$351K -7,611 -28%
46 47
48
49 50