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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 %
SIM
1576
SSI Investment Management
California
$368K -$1.25K -27 -0.3%
PWP
1577
Principle Wealth Partners
Connecticut
$368K +$368K +7,980 New
DI
1578
DFPG Investments
Utah
$368K +$368K +7,990 New
WA
1579
WealthTrust Axiom
Pennsylvania
$366K -$1.52K -33 -0.4%
HK
1580
Horizon Kinetics
New York
$365K +$3.83K +83 +1%
AFC
1581
AFT Forsyth & Company
Florida
$364K -$65.3K -1,416 -15%
EF
1582
Empirical Finance
Pennsylvania
$364K -$44.4K -963 -11%
PL
1583
Plancorp LLC
Missouri
$364K +$5.39K +117 +2%
Financial Engines Advisors
1584
Financial Engines Advisors
California
$363K +$8.66K +188 +2%
MCM
1585
McRae Capital Management
New Jersey
$363K +$31.1K +674 +9%
WCM
1586
Wallace Capital Management
Texas
$362K – – –
RWA
1587
River Wealth Advisors
Pennsylvania
$362K – – –
ACM
1588
AUA Capital Management
Pennsylvania
$362K – – –
CC
1589
Cedar Capital
Illinois
$361K -$38.4K -833 -10%
GCM
1590
Gator Capital Management
Florida
$359K +$359K +7,800 New
PA
1591
Probity Advisors
Texas
$358K -$80.4K -1,747 -18%
TF
1592
Tompkins Financial
New York
$358K – – –
AC
1593
Avestar Capital
New York
$357K -$22.2K -489 -6%
BIM
1594
Barton Investment Management
Pennsylvania
$357K – – –
DWA
1595
Dougherty Wealth Advisers
Minnesota
$357K +$357K +7,424 New
HCA
1596
Harbour Capital Advisors
Virginia
$357K +$357K +7,751 New
CIS
1597
Capital International Sarl
California
$356K -$313K -6,780 -47%
NME
1598
Notis-McConarty Edward
$355K +$355K +7,700 New
W
1599
Wealthquest
Ohio
$354K +$354K +7,685 New
LWM
1600
Lyell Wealth Management
California
$353K -$48.4K -1,050 -12%
62 63
64
65 66