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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 %
AIA
1326
AIMZ Investment Advisors
California
$668K -$53.7K -1,164 -7%
GBT
1327
Grove Bank & Trust
Florida
$668K -$51.7K -1,121 -7%
TA
1328
Tiedemann Advisors
New York
$665K +$23.1K +502 +4%
SM
1329
Salzhauer Michael
$664K +$486K +10,543 +273%
KWA
1330
KCS Wealth Advisory
California
$659K -$13.5K -293 -2%
TH
1331
TCTC Holdings
Texas
$659K – – –
CA
1332
Claro Advisors
Massachusetts
$658K +$658K +12,527 New
MBTD
1333
Mechanics Bank - Trust Department
California
$657K -$1.27M -27,600 -66%
RIM
1334
Regent Investment Management
Kentucky
$656K +$27.1K +588 +4%
MA
1335
Marshwinds Advisory
Georgia
$654K +$461 +10 +0.1%
HCM
1336
Highlander Capital Management
New Jersey
$652K +$53.8K +1,150 +9%
DWA
1337
Divergent Wealth Advisors
Utah
$648K -$4.65K -101 -0.7%
WEC
1338
Winslow Evans & Crocker
Massachusetts
$644K -$4.62K -100 -0.7%
AFP
1339
Ausdal Financial Partners
Iowa
$643K -$229K -4,960 -26%
UBV
1340
United Bank (Virginia)
Virginia
$641K +$641K +13,922 New
ECM
1341
ExodusPoint Capital Management
New York
$636K +$636K +13,798 New
AWA
1342
ARS Wealth Advisors
Florida
$634K -$151K -3,283 -19%
HCM
1343
Hudson Capital Management
New Jersey
$634K -$50.9K -1,104 -7%
MCM
1344
Mengis Capital Management
Oregon
$631K +$50.7K +1,101 +9%
SWP
1345
Strategic Wealth Partners
Ohio
$630K -$36.8K -729 -6%
LSAG
1346
Lake Street Advisors Group
New Hampshire
$630K -$24.4K -530 -4%
AWM
1347
Aries Wealth Management
Maine
$629K – – –
TCM
1348
TAM Capital Management
Connecticut
$627K -$3.01M -65,202 -83%
LJHT
1349
Laurie J. Hall Trustee
$627K -$71.2K -1,452 -10%
BSB
1350
Bangor Savings Bank
Maine
$626K -$47.7K -1,034 -7%
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