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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 %
HFP
1676
Holistic Financial Partners
Indiana
$278K +$185 +4 +0.1%
XSC
1677
X-Square Capital
Puerto Rico
$278K +$967 +21 +0.3%
PWP
1678
Private Wealth Partners
California
$276K – – –
LPIC
1679
LeJeune Puetz Investment Counsel
Michigan
$275K -$77.6K -1,685 -22%
LDFR
1680
Lehman & Derafelo Financial Resources
Pennsylvania
$274K +$274K +5,940 New
CAM
1681
Cozad Asset Management
Illinois
$274K +$274K +5,944 New
BRM
1682
Boston Research & Management
Massachusetts
$273K – – –
MVP
1683
Miller Value Partners
Florida
$273K – – –
SWRP
1684
Summit Wealth & Retirement Planning
California
$273K +$273K +5,916 New
ATFA
1685
All Terrain Financial Advisors
Minnesota
$272K -$112K -2,427 -29%
SWM
1686
SVA Wealth Management
Wisconsin
$272K -$57.1K -1,242 -17%
WIA
1687
Westbourne Investment Advisors
Maryland
$272K -$26.5K -575 -9%
DMC
1688
Drexel Morgan & Co
Pennsylvania
$272K – – –
CCFCSB
1689
Cape Cod Five Cents Savings Bank
Massachusetts
$272K – – –
BMM
1690
Buffington Mohr McNeal
Idaho
$271K – – –
EPA
1691
Element Pointe Advisors
Florida
$271K +$271K +5,882 New
DDPIC
1692
Deroy & Devereaux Private Investment Counsel
Michigan
$270K -$46.2K -1,000 -15%
RPAM
1693
Rhenman & Partners Asset Management
Sweden
$270K – – –
NGA
1694
Naples Global Advisors
Florida
$269K -$6.97K -146 -3%
CAM
1695
Congress Asset Management
Massachusetts
$269K – – –
KP
1696
Keel Point
Alabama
$268K -$49K -1,063 -15%
SXL
1697
Summit X LLC
Missouri
$268K +$7.26K +161 +3%
BA
1698
Birinyi Associates
Connecticut
$267K -$21K -455 -7%
SBSB
1699
Sullivan, Bruyette, Speros & Blaney
Virginia
$267K +$61.9K +1,344 +30%
DW
1700
Domani Wealth
Pennsylvania
$265K +$323 +7 +0.1%
66 67
68
69 70