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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 %
ERIM
1526
Eagle Ridge Investment Management
Connecticut
$420K – – –
EGA
1527
E&G Advisors
Texas
$419K -$92.1K -2,000 -18%
SCM
1528
Stonebridge Capital Management
California
$419K -$27.6K -600 -6%
XWM
1529
Xcel Wealth Management
Florida
$419K +$419K +9,111 New
BCA
1530
Berman Capital Advisors
Georgia
$417K +$86.9K +1,893 +26%
GWCM
1531
Godshalk Welsh Capital Management
Pennsylvania
$415K -$11.5K -250 -3%
WHRC
1532
W.H. Reaves & Co
New Jersey
$415K – – –
WDL
1533
Well Done LLC
Michigan
$414K -$42.8K -929 -9%
BCP
1534
Berkeley Capital Partners
Georgia
$414K -$36.6K -795 -8%
CC
1535
Claybrook Capital
Massachusetts
$414K +$115K +2,485 +38%
KA
1536
Kovack Advisors
Florida
$413K +$2.86K +62 +0.7%
FIM
1537
Fruth Investment Management
Texas
$412K -$2.3K -50 -0.6%
CIAS
1538
Capital Investment Advisory Services
North Carolina
$410K -$7.38K -160 -2%
WSC
1539
Wellington Shields & Co
New York
$410K +$410K +8,897 New
GSBTD
1540
Glenview State Bank Trust Department
Illinois
$408K +$62.8K +1,365 +18%
BB
1541
Bell Bank
North Dakota
$407K -$57.9K -1,257 -12%
FWP
1542
FAS Wealth Partners
Kansas
$403K +$2.53K +55 +0.6%
BP
1543
BBR Partners
New York
$402K +$154K +3,336 +62%
FAB
1544
First American Bank
Illinois
$401K -$54.4K -1,179 -12%
I2I
1545
Insight 2811 Inc
Illinois
$400K -$13.1K -285 -3%
OAM
1546
Occidental Asset Management
California
$400K – – –
GVAG
1547
Great Valley Advisor Group
Delaware
$400K +$400K +9,702 New
CWM
1548
Cahaba Wealth Management
Georgia
$398K -$2.72K -59 -0.7%
TCOO
1549
Trust Company of Oklahoma
Oklahoma
$395K -$2.3K -50 -0.6%
NWM
1550
Northwest Wealth Management
Iowa
$395K -$92.2K -1,999 -19%
60 61
62
63 64