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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 %
AWM
1201
Altavista Wealth Management
North Carolina
$890K -$212K -4,597 -19%
WSL
1202
Western Standard LLC
California
$885K -$1.46M -31,700 -62%
EHWM
1203
Eads & Heald Wealth Management
Georgia
$883K -$93.3K -2,025 -10%
GCM
1204
Glynn Capital Management
California
$883K – – –
KFC
1205
Klingenstein Fields & Co
New York
$878K -$502K -10,900 -36%
TP
1206
Truvvo Partners
New York
$878K +$164K +3,554 +23%
I
1207
IberiaBank
Louisiana
$877K -$305K -6,624 -26%
AIM
1208
Acropolis Investment Management
Missouri
$877K -$106K -2,301 -11%
LB
1209
Legacy Bridge
Iowa
$874K +$874K +18,976 New
LNB
1210
Ledyard National Bank
$873K -$20.4K -442 -2%
MA
1211
Mutual Advisors
Nebraska
$870K -$14.4K -313 -2%
BP
1212
Ballentine Partners
Massachusetts
$869K -$124K -2,698 -13%
GPA
1213
Garrison Point Advisors
California
$869K +$869K +18,855 New
FI
1214
FormulaFolio Investments
Michigan
$866K – – –
HSA
1215
HBK Sorce Advisory
Pennsylvania
$865K -$32.2K -699 -4%
NDSI
1216
Newman Dignan & Sheerar Inc
Rhode Island
$864K – – –
JFA
1217
Johanson Financial Advisors
California
$851K -$34.9K -760 -4%
LA
1218
LexAurum Advisors
Kansas
$850K +$68.4K +1,483 +9%
FNBSF
1219
First National Bank Sioux Falls
South Dakota
$845K +$164K +3,553 +24%
FIM
1220
Freedom Investment Management
Connecticut
$845K +$408K +8,858 +93%
BPCA
1221
Bank Pictet & Cie (Asia)
Singapore
$844K -$161K -3,491 -16%
CCM
1222
Coldstream Capital Management
Washington
$844K +$36.4K +791 +5%
EWA
1223
ERTS Wealth Advisors
Michigan
$844K +$844K +18,325 New
BWM
1224
Buckley Wealth Management
Nevada
$841K -$322K -6,992 -28%
TTWM
1225
TCV Trust & Wealth Management
Virginia
$840K -$83.8K -1,819 -9%
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