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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 %
FSA
1351
Fort Sheridan Advisors
Illinois
$626K +$626K +13,590 New
CA
1352
CapWealth Advisors
Tennessee
$624K – – –
OPTFSNA
1353
Old Point Trust & Financial Services N A
Virginia
$622K -$39.2K -850 -6%
AP
1354
Atwood & Palmer
Missouri
$616K – – –
CA
1355
Cullinan Associates
Kentucky
$616K +$36.9K +800 +6%
FVWA
1356
Foster Victor Wealth Advisors
South Carolina
$615K +$615K +13,343 New
TFO
1357
Tarbox Family Office
California
$613K -$5.02K -109 -0.8%
PAI
1358
Pittenger & Anderson Inc
Nebraska
$613K – – –
LCM
1359
Leisure Capital Management
California
$611K – – –
NSB
1360
Norway Savings Bank
Maine
$610K -$67.2K -1,460 -10%
WWM
1361
Windsor Wealth Management
Indiana
$607K -$32.5K -704 -5%
RWM
1362
Ritholtz Wealth Management
New York
$606K -$14.8K -321 -2%
LJAC
1363
L.J. Altfest & Co
New York
$604K -$34.8K -754 -5%
AF
1364
Arrow Financial
New York
$603K -$34.5K -750 -5%
MC
1365
Miramar Capital
Illinois
$603K +$603K +12,285 New
FCFC
1366
First Commonwealth Financial Corp
Pennsylvania
$599K +$264K +5,324 +79%
QCM
1367
Quest Capital Management
Texas
$598K +$598K +12,981 New
FHA
1368
Flagship Harbor Advisors
Massachusetts
$592K -$81K -1,759 -12%
NFG
1369
Next Financial Group
Texas
$588K -$194K -4,212 -25%
OC
1370
Oakworth Capital
Alabama
$587K +$13.5K +294 +2%
PM
1371
Parametrica Management
Hong Kong
$584K +$584K +12,684 New
PGIM
1372
Pacific Global Investment Management
California
$583K -$170K -3,683 -23%
SIC
1373
Shoker Investment Counsel
Ohio
$583K +$17.7K +384 +3%
JHCP
1374
Jackson Hole Capital Partners
Oklahoma
$583K +$583K +12,642 New
PSC
1375
Prentiss Smith & Co
Vermont
$582K -$46.1K -1,000 -7%
53 54
55
56 57