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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 %
CFA
1451
Cahill Financial Advisors
Minnesota
$501K -$53K -1,149 -10%
GLA
1452
Great Lakes Advisors
Illinois
$501K -$19.8K -430 -4%
CWS
1453
Cypress Wealth Services
California
$500K -$79.2K -1,720 -14%
OCM
1454
Osterweis Capital Management
California
$498K -$138K -3,000 -22%
RCM
1455
RB Capital Management
Nevada
$497K -$101K -2,189 -17%
PB
1456
Pinnacle Bancorp
Nebraska
$497K +$497K +10,789 New
OIA
1457
Optimum Investment Advisors
Illinois
$496K – – –
GHAM
1458
Gilman Hill Asset Management
Connecticut
$496K +$496K +10,775 New
VCM
1459
Vision Capital Management
Oregon
$493K +$45.7K +993 +10%
FA
1460
FCG Advisors
New Jersey
$492K +$15.8K +344 +3%
WPW
1461
Waldron Private Wealth
Pennsylvania
$487K +$138K +2,995 +40%
NIA
1462
Northstar Investment Advisors
Colorado
$483K -$5.99K -130 -1%
VHAM
1463
Van Hulzen Asset Management
California
$478K -$5.86K -127 -1%
CG
1464
Corundum Group
Colorado
$478K +$478K +10,381 New
PCA
1465
Personal Capital Advisors
California
$477K -$169K -3,667 -26%
CAM
1466
Claret Asset Management
Quebec, Canada
$476K -$1.38K -30 -0.3%
CIP
1467
Convergence Investment Partners
Florida
$475K -$2.38M -51,720 -83%
BRC
1468
Bell Rock Capital
Delaware
$474K -$1.19M -25,881 -72%
BCM
1469
Breiter Capital Management
Florida
$473K +$283K +6,132 +148%
WC
1470
Weil Company
California
$472K – – –
BW
1471
Bison Wealth
Georgia
$472K +$55.3K +1,202 +13%
RA
1472
Raffles Associates
New York
$472K +$472K +10,248 New
OC
1473
Oarsman Capital
Wisconsin
$471K -$71.7K -1,555 -13%
CBA
1474
Coastal Bridge Advisors
Connecticut
$471K – – –
CA
1475
Cornerstone Advisory
Maryland
$470K +$9.81K +213 +2%
57 58
59
60 61