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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 %
FPFS
1276
First Personal Financial Services
North Carolina
$750K +$71.4K +1,550 +11%
FRA
1277
Front Row Advisors
California
$749K -$92 -2 -0%
CA
1278
Continuum Advisory
Idaho
$745K -$119K -2,589 -14%
CCA
1279
Cobblestone Capital Advisors
New York
$744K -$36.8K -799 -5%
MMG
1280
Monetary Management Group
Missouri
$742K -$104K -2,250 -12%
VC
1281
Vicus Capital
Pennsylvania
$741K -$38.6K -839 -5%
CGL
1282
Clarius Group LLC
Washington
$741K +$122K +2,639 +20%
WCA
1283
Windsor Creek Advisors
Vermont
$740K +$740K +16,059 New
PVWM
1284
Point View Wealth Management
New Jersey
$738K -$47.2K -1,024 -6%
SFG
1285
Summit Financial Group
West Virginia
$735K -$4.61K -100 -0.6%
FCI
1286
Financial Counselors Inc
Kansas
$730K -$199K -4,316 -21%
AMIM
1287
Aull & Monroe Investment Management
Alabama
$728K -$40.9K -889 -5%
GWS
1288
Glassman Wealth Services
Virginia
$727K -$4.33K -94 -0.6%
BEAM
1289
Baker Ellis Asset Management
Washington
$723K -$256K -5,550 -26%
RC
1290
Roundview Capital
New Jersey
$722K -$1.11M -24,163 -61%
BPA
1291
Beacon Pointe Advisors
California
$722K +$722K +15,732 New
BC
1292
Brio Consultants
California
$720K +$720K +15,629 New
EP
1293
Edgestream Partners
New Jersey
$719K -$3.3M -71,630 -82%
RIL
1294
Rothschild Investment LLC
Illinois
$719K -$50.2K -1,089 -7%
SMC
1295
Smith, Moore & Co
Missouri
$717K -$79.4K -1,724 -10%
MCM
1296
Murphy Capital Management
New Jersey
$714K -$62.2K -1,350 -8%
IAMOG
1297
Investors Asset Management of Georgia
Georgia
$714K -$6.91K -150 -1%
GSC
1298
G&S Capital
Colorado
$714K – – –
CAM
1299
Cresset Asset Management
Illinois
$713K +$713K +15,465 New
S
1300
SimplyRich
California
$710K -$27.3K -596 -4%
50 51
52
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