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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 %
PCM
1376
Palisade Capital Management
New Jersey
$582K +$1.84K +40 +0.3%
LOAMS
1377
Lombard Odier Asset Management (Switzerland)
Switzerland
$580K – – –
MHS
1378
M Holdings Securities
Oregon
$577K +$58.6K +1,272 +11%
WCM
1379
Washington Capital Management
Washington
$574K – – –
TL
1380
TrueWealth LLC
Georgia
$574K – – –
SMG
1381
Spectrum Management Group
Indiana
$571K -$54.7K -1,187 -9%
FNBTCON
1382
First National Bank & Trust Co of Newtown
Pennsylvania
$570K +$644 +14 +0.1%
WPA
1383
West Paces Advisors
Georgia
$569K -$15.7K -340 -3%
BMC
1384
Beaton Management Company
Massachusetts
$567K – – –
OCM
1385
One Capital Management
California
$567K +$17K +368 +3%
FFS
1386
Founders Financial Securities
Maryland
$567K +$41.9K +910 +8%
GLI
1387
Guardian Life Insurance
New York
$566K +$1.57K +34 +0.3%
AB
1388
Atlas Brown
Kentucky
$563K -$1.11K -24 -0.2%
FCIM
1389
Fairview Capital Investment Management
California
$562K -$60.2K -1,308 -10%
BAM
1390
Belpointe Asset Management
Nevada
$560K -$166K -3,600 -23%
9WM
1391
9258 Wealth Management
Ohio
$560K +$560K +12,151 New
IC
1392
InterOcean Capital
Illinois
$559K -$190K -4,129 -25%
SFA
1393
Sequoia Financial Advisors
Ohio
$558K -$34K -739 -6%
JDR
1394
Jay D. Rosenbaum
$558K -$922 -20 -0.2%
S
1395
Seeyond
France
$558K +$558K +12,114 New
SHGA
1396
Sand Hill Global Advisors
California
$556K -$184K -3,990 -25%
1WA
1397
180 Wealth Advisors
Washington
$556K -$17.9K -340 -3%
CWM
1398
Cornerstone Wealth Management
Missouri
$555K -$27.7M -596,401 -98%
CPC
1399
Congress Park Capital
New York
$555K +$37K +803 +7%
IWA
1400
Intercontinental Wealth Advisors
Texas
$554K -$73.8K -1,600 -12%
54 55
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