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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 %
IRC
1651
Investors Research Corp
Georgia
$299K – – –
CCM
1652
Cribstone Capital Management
Maine
$299K +$507 +11 +0.2%
BI
1653
Ballast Inc
Kentucky
$298K -$24.5K -531 -8%
MIH
1654
Meitav Investment House
Israel
$298K -$12.8K -280 -4%
NL
1655
NWAM LLC
Washington
$297K -$51.4K -1,116 -15%
QPWM
1656
Quadrant Private Wealth Management
Pennsylvania
$297K +$20.1K +437 +7%
PHS
1657
Pekin Hardy Strauss
Illinois
$296K – – –
AWA
1658
Arete Wealth Advisors
Illinois
$295K -$96.6K -2,099 -25%
AFM
1659
Andesa Financial Management
Pennsylvania
$293K +$293K +6,369 New
VAG
1660
VisionPoint Advisory Group
Texas
$291K +$291K +6,321 New
PMFA
1661
Plante Moran Financial Advisors
Michigan
$290K +$37.6K +815 +15%
BMC
1662
Benin Management Corp
Connecticut
$289K – – –
SAA
1663
Southeast Asset Advisors
Georgia
$289K +$92 +2 +0%
IA
1664
Independence Advisors
Pennsylvania
$288K -$7.97K -173 -3%
Tudor Investment Corp
1665
Tudor Investment Corp
Connecticut
$287K -$7.69M -166,678 -96%
RMDI
1666
R.M. Davis Inc
Maine
$287K -$26.1K -567 -8%
LC
1667
Lincoln Capital
Nebraska
$286K – – –
JWM
1668
JGP Wealth Management
Oregon
$286K – – –
BCA
1669
Bay Colony Advisors
Massachusetts
$286K +$23.7K +513 +9%
BWA
1670
Burt Wealth Advisors
Maryland
$285K – – –
DHFB
1671
Dixon Hubard Feinour & Brown
Virginia
$285K – – –
AHC
1672
Adell Harriman & Carpenter
Texas
$285K -$49.1K -1,065 -15%
BCWM
1673
Blue Chip Wealth Management
Florida
$281K -$216K -4,674 -43%
WAS
1674
WESPAC Advisors SoCal
California
$280K – – –
CRWM
1675
Castle Rock Wealth Management
California
$280K +$280K +6,067 New
65 66
67
68 69