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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 %
AFNAS
1626
American Financial Network Advisory Services
California
$333K -$37K -803 -10%
SWM
1627
Stockman Wealth Management
Montana
$332K +$21.2K +460 +7%
TCB
1628
Texas Capital Bancshares
Texas
$332K +$30.4K +660 +10%
DAM
1629
Deltec Asset Management
New York
$330K -$401K -8,700 -55%
WIP
1630
Wellesley Investment Partners
Massachusetts
$329K -$5.61K -122 -2%
ARMC
1631
American Research & Management Company
Massachusetts
$329K – – –
IIC
1632
Ironwood Investment Counsel
Arizona
$328K -$97.2K -2,111 -23%
PFA
1633
Pure Financial Advisors
California
$328K -$51.5K -1,117 -14%
MSAM
1634
Moloney Securities Asset Management
Missouri
$328K +$16.9K +368 +5%
OFW
1635
Omnia Family Wealth
Florida
$325K -$22.1K -480 -6%
CTI
1636
Community Trust & Investment
Kentucky
$324K +$2.54K +55 +0.8%
LRPA
1637
L. Roy Papp & Associates
Arizona
$317K +$599 +13 +0.2%
VCAM
1638
Van Cleef Asset Management
Ohio
$315K – – –
PIA
1639
Peachtree Investment Advisors
Georgia
$313K +$2.12K +46 +0.7%
FIA
1640
Foundations Investment Advisors
Arizona
$312K -$62.3K -1,264 -17%
THWM
1641
Taylor Hoffman Wealth Management
Virginia
$307K -$12K -261 -4%
FHC
1642
First Heartland Consultants
Missouri
$306K -$50.3K -1,091 -14%
CF
1643
Copperwynd Financial
Arizona
$306K – – –
ED
1644
Exane Derivatives
France
$306K -$92.1K -2,000 -23%
Aristotle Capital Management
1645
Aristotle Capital Management
California
$304K – – –
JGIA
1646
Jackson Grant Investment Advisers
Connecticut
$304K +$10.5K +229 +4%
WAP
1647
Wealthcare Advisory Partners
Pennsylvania
$303K -$70.3K -1,527 -19%
BFG
1648
Bouchey Financial Group
New York
$302K -$11.2K -243 -4%
JLBC
1649
J.L. Bainbridge & Co
Florida
$301K +$301K +6,526 New
SCM
1650
Smith Capital Management
Arkansas
$300K +$300K +6,500 New
64 65
66
67 68