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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 %
MJP
1551
Michael J. Puzo
$392K – – –
CC
1552
Colrain Capital
Massachusetts
$392K – – –
NQWM
1553
Northwest Quadrant Wealth Management
Oregon
$392K +$2.54K +51 +0.7%
WA
1554
Wambolt & Associates
Colorado
$392K +$392K +8,505 New
LGWM
1555
Litman Gregory Wealth Management
California
$391K +$359K +7,793 +1,113%
LPT
1556
Legacy Private Trust
Wisconsin
$388K -$31.8K -690 -8%
RFM
1557
Royal Fund Management
Florida
$385K +$6.44K +140 +2%
CBFP
1558
Cedar Brook Financial Partners
Ohio
$384K +$384K +8,325 New
CCT
1559
Chemung Canal Trust
New York
$383K -$1.38K -30 -0.4%
GC
1560
Gratus Capital
Georgia
$383K +$46 +1 +0%
HI
1561
HBK Investments
Texas
$382K -$26.4M -573,317 -99%
IOOF
1562
Independent Order of Foresters
Ontario, Canada
$382K -$1.84K -40 -0.5%
CCM
1563
Cohen Capital Management
California
$381K -$1.95M -42,336 -84%
AIM
1564
Arcadia Investment Management
Michigan
$379K -$119K -2,575 -24%
TCM
1565
Tributary Capital Management
Nebraska
$378K -$23K -500 -6%
TAIM
1566
TD Ameritrade Investment Management
Nebraska
$378K +$175K +3,809 +87%
FBFS
1567
First Business Financial Services
Wisconsin
$377K +$377K +8,173 New
TSW
1568
Thompson Siegel & Walmsley
Virginia
$376K -$15K -325 -4%
GD
1569
Grandfield & Dodd
New York
$374K -$9.36K -203 -2%
PKC
1570
Palmer Knight Company
Florida
$373K +$373K +8,098 New
BRWM
1571
B. Riley Wealth Management
Tennessee
$372K +$24K +519 +7%
BWM
1572
BigSur Wealth Management
Florida
$371K +$48.4K +1,050 +15%
HCM
1573
Hollencrest Capital Management
California
$370K +$3.92K +85 +1%
KTC
1574
Kistler-Tiffany Companies
Pennsylvania
$369K -$17.8K -387 -5%
CWP
1575
Capital Wealth Planning
Florida
$369K – – –
61 62
63
64 65