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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 %
WWM
1726
Willingdon Wealth Management
North Carolina
$246K -$53K -1,150 -18%
CG
1727
CFO4Life Group
Texas
$246K -$50.6K -1,097 -17%
CIP
1728
Capital Insight Partners
Arizona
$246K – – –
RMAM
1729
Raab & Moskowitz Asset Management
New Jersey
$245K -$163K -3,541 -40%
SFSIG
1730
San Francisco Sentry Investment Group
California
$245K -$14.9K -324 -6%
FAG
1731
Financial Advisory Group
Texas
$245K -$92 -2 -0%
BFC
1732
Bedel Financial Consulting
Indiana
$245K +$461 +10 +0.2%
Schroder Investment Management Group
1733
Schroder Investment Management Group
United Kingdom
$244K +$26.3K +570,582 +12%
AAM
1734
Autus Asset Management
Arizona
$244K -$296K -6,461 -55%
STMM
1735
South Texas Money Management
Texas
$244K -$45.1K -977 -16%
AAM
1736
AR Asset Management
California
$244K – – –
PI
1737
Pathlight Investors
Arizona
$244K +$244K +5,104 New
PSG
1738
Planning Solutions Group
Maryland
$244K +$244K +5,299 New
BCM
1739
BTC Capital Management
Iowa
$243K +$30.3K +658 +14%
JF
1740
JSF Financial
California
$243K +$243K +5,274 New
BKA
1741
Brick & Kyle Associates
Pennsylvania
$243K +$243K +5,284 New
BMCM
1742
Bryn Mawr Capital Management
Pennsylvania
$242K -$10.3K -224 -4%
HIC
1743
Harvey Investment Company
Kentucky
$242K – – –
PP
1744
Pegasus Partners
Wisconsin
$242K +$52.6K +1,140 +28%
DA
1745
Doliver Advisors
Texas
$241K +$241K +5,229 New
NB
1746
Northwest Bancshares
Pennsylvania
$240K -$62.4K -1,355 -21%
PHAM
1747
Palisades Hudson Asset Management
Florida
$240K – – –
AQA
1748
Alpha Quant Advisors
Texas
$240K +$240K +5,200 New
PFM
1749
Probabilities Fund Management
New York
$240K +$240K +5,217 New
CWM
1750
Cabot Wealth Management
Massachusetts
$239K – – –
68 69
70
71 72