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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 %
P
1601
&Partners
Tennessee
$353K +$353K +7,653 New
VCM
1602
Vigilant Capital Management
Maine
$352K -$122K -2,650 -26%
AB
1603
AT Bancorp
Iowa
$351K +$2.81K +61 +0.8%
LC
1604
LCNB Corp
Ohio
$350K – – –
PFS
1605
Physicians Financial Services
North Carolina
$350K +$350K +7,599 New
SIM
1606
Sadoff Investment Management
Wisconsin
$350K +$350K +7,600 New
LWM
1607
Liberty Wealth Management
California
$349K +$349K +7,591 New
DWM
1608
Dakota Wealth Management
Florida
$347K – – –
EAM
1609
Erste Asset Management
Austria
$346K +$346K +7,600 New
CWM
1610
Confluence Wealth Management
Oregon
$345K -$28.8K -624 -8%
CHAM
1611
Clear Harbor Asset Management
Connecticut
$345K -$19.6K -425 -5%
EIA
1612
Edgemoor Investment Advisors
Maryland
$345K – – –
EWM
1613
Evermay Wealth Management
Virginia
$345K +$37.7K +818 +12%
CFS
1614
CRA Financial Services
New Jersey
$345K +$345K +7,477 New
VBFP
1615
Valtinson Bruner Financial Planning
Minnesota
$344K +$344K +7,460 New
WorldQuant Millennium Advisors
1616
WorldQuant Millennium Advisors
New York
$344K +$344K +7,466 New
WAAG
1617
Wealth Alliance Advisory Group
Kansas
$343K – – –
IWC
1618
Integrated Wealth Concepts
Massachusetts
$341K +$77.9K +1,692 +30%
IHL
1619
Investment House LLC
California
$339K -$1.01M -21,902 -75%
LCS
1620
Levin Capital Strategies
New York
$339K – – –
GFP
1621
Gryphon Financial Partners
Ohio
$338K -$276K -5,978 -45%
B
1622
Bridgeworth
Alabama
$338K +$338K +9,464 New
MFW
1623
Mosaic Family Wealth
Missouri
$337K -$51.6K -1,119 -13%
CHP
1624
Cable Hill Partners
Oregon
$334K +$256K +5,559 +329%
AIC
1625
Archer Investment Corporation
Indiana
$334K +$334K +7,248 New
63 64
65
66 67