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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 %
ACG
1701
Allen Capital Group
Nebraska
$265K +$59.8K +1,195 +29%
EDRIA
1702
Edmonds Duncan Registered Investment Advisors
Kansas
$264K – – –
BOPW
1703
Brandywine Oak Private Wealth
Pennsylvania
$264K +$264K +5,732 New
MJRIC
1704
Mogy Joel R Investment Counsel
California
$262K -$181K -3,920 -41%
FFIC
1705
First Fiduciary Investment Counsel
Ohio
$262K – – –
RP
1706
Riverbridge Partners
Minnesota
$261K -$48.8K -1,060 -16%
PCP
1707
Proficio Capital Partners
Massachusetts
$261K +$3.27K +71 +1%
HFA
1708
Huber Financial Advisors
Illinois
$261K +$12.6K +272 +5%
VCA
1709
Verdence Capital Advisors
Maryland
$261K +$19.2K +418 +8%
LSA
1710
L & S Advisors
California
$261K +$261K +5,663 New
AWA
1711
Alaska Wealth Advisors
Alaska
$260K +$2.07K +45 +0.8%
SNBOSCI
1712
Security National Bank of Sioux City Iowa
Iowa
$259K – – –
HR
1713
Hardy Reed
Mississippi
$259K +$259K +5,624 New
SIG
1714
Sky Investment Group
Connecticut
$257K +$1.57K +34 +0.6%
AA
1715
Apriem Advisors
California
$256K – – –
DP
1716
Dearborn Partners
Illinois
$256K +$56.3K +1,222 +28%
RF
1717
RHS Financial
California
$255K +$255K +5,537 New
CWM
1718
Centric Wealth Management
Illinois
$255K +$255K +5,541 New
UWPG
1719
Ullmann Wealth Partners Group
Florida
$254K – – –
WA
1720
Waverly Advisors
Alabama
$253K -$1.43M -30,929 -85%
CCC
1721
Chelsea Counsel Company
California
$253K – – –
SC
1722
Saybrook Capital
North Carolina
$253K – – –
IWP
1723
Icon Wealth Partners
Texas
$250K -$33.1K -719 -12%
TCM
1724
Telos Capital Management
California
$248K +$9.94K +216 +4%
SC
1725
Schulhoff & Co
Ohio
$247K -$6.8K -148 -3%
67 68
69
70 71