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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 %
FCCM
1251
First City Capital Management
Georgia
$795K +$18.4K +399 +2%
AWM
1252
Aevitas Wealth Management
Massachusetts
$791K -$343K -7,436 -30%
WPC
1253
White Pine Capital
Minnesota
$788K -$9.22K -200 -1%
TSS
1254
Two Sigma Securities
New York
$787K -$900K -19,529 -53%
CAAS
1255
Capital Asset Advisory Services
Michigan
$785K -$112K -2,436 -13%
KWM
1256
Kingsview Wealth Management
Oregon
$785K +$1.38K +30 +0.2%
GA
1257
Greytown Advisors
Florida
$784K +$20.9K +454 +3%
VFM
1258
Viking Fund Management
North Dakota
$783K – – –
BC
1259
Burney Company
Virginia
$783K +$2.67K +58 +0.3%
JCM
1260
Jacobi Capital Management
Pennsylvania
$779K +$40.3K +875 +5%
FFA
1261
First Foundation Advisors
California
$778K -$34.2K -743 -4%
BIC
1262
Beach Investment Counsel
Pennsylvania
$778K -$30.8K -630 -4%
DBRC
1263
D.B. Root & Company
Pennsylvania
$776K -$42.2K -915 -5%
EAM
1264
Evanson Asset Management
California
$774K +$46 +1 +0%
CEP
1265
Chicago Equity Partners
Illinois
$774K +$1.61K +35 +0.2%
CS
1266
Comerica Securities
Michigan
$771K +$351K +7,623 +84%
CANY
1267
Caxton Associates (New York)
New York
$768K +$60.1K +1,305 +8%
AIM
1268
Aspen Investment Management
Michigan
$766K -$13.8K -300 -2%
CWM
1269
Calamos Wealth Management
Illinois
$762K -$167K -3,620 -18%
PNAA
1270
Pictet North America Advisors
Switzerland
$761K +$166K +3,595 +28%
BIM
1271
Baldwin Investment Management
Pennsylvania
$759K – – –
HVIA
1272
Hudson Valley Investment Advisors
New York
$759K +$66.6K +1,445 +10%
WPW
1273
Winthrop Partners - WNY
New York
$759K – – –
JFA
1274
JNBA Financial Advisors
Minnesota
$755K +$670K +14,550 +790%
SWA
1275
Stratos Wealth Advisors
Ohio
$755K +$755K +16,380 New
49 50
51
52 53