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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 %
BFO
1301
Biltmore Family Office
North Carolina
$706K +$39.9K +866 +6%
MBT
1302
Monroe Bank & Trust
Michigan
$704K -$507 -11 -0.1%
PAS
1303
Partnervest Advisory Services
California
$695K -$94.3K -2,045 -12%
CCMD
1304
Cypress Capital Management (Delaware)
Delaware
$695K – – –
BS
1305
Boenning & Scattergood
Pennsylvania
$695K +$5.02K +109 +0.7%
TC
1306
Telemus Capital
Michigan
$694K -$82.4K -1,789 -11%
IIM
1307
Ipswich Investment Management
Massachusetts
$694K -$36.9K -800 -5%
ECG
1308
Edge Capital Group
Georgia
$694K +$694K +15,064 New
NJBEST
1309
New Jersey Better Educational Savings Trust
New Jersey
$691K -$92.1K -2,000 -12%
EM
1310
ELCO Management
New York
$691K -$27.6K -600 -4%
CC
1311
Chicago Capital
Illinois
$691K -$18.5K -401 -3%
BAM
1312
Barrett Asset Management
New York
$691K – – –
NWP
1313
Northstar Wealth Partners
Connecticut
$691K +$19.9K +432 +3%
NC
1314
Noked Capital
Israel
$691K +$691K +15,000 New
NI
1315
Noked Israel
Israel
$691K +$691K +15,000 New
AAM
1316
Augustine Asset Management
Florida
$688K -$164K -3,568 -19%
AAP
1317
Arax Advisory Partners
Colorado
$688K +$16K +348 +2%
PCG
1318
Private Capital Group
Connecticut
$687K -$59.3K -1,286 -8%
DP
1319
Denver PWM
Colorado
$685K +$685K +14,346 New
IWM
1320
IHT Wealth Management
Illinois
$683K +$28.6K +621 +4%
FCA
1321
FinTrust Capital Advisors
South Carolina
$682K +$682K +14,799 New
FAN
1322
Financial Advisors Network
California
$680K +$680K +14,746 New
GEM
1323
Global Endowment Management
North Carolina
$679K +$185K +4,000 +37%
BCP
1324
Blue Chip Partners
Michigan
$678K -$1.35M -29,306 -67%
Cetera Investment Advisers
1325
Cetera Investment Advisers
Illinois
$678K -$128K -2,755 -16%
51 52
53
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