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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 %
JWBC
1751
J.W. Burns & Co
New York
$238K – – –
GS
1752
Gagnon Securities
New York
$238K +$7.51K +163 +3%
CIA
1753
Caledonia Investments (Australia)
Australia
$238K +$238K +5,158 New
DDC
1754
DF Dent & Co
Maryland
$236K -$6.21K -135 -3%
SHWM
1755
Smith & Howard Wealth Management
Georgia
$235K +$7.8K +169 +3%
CNB
1756
Camden National Bank
Maine
$235K +$15.6K +339 +7%
FCA
1757
FLC Capital Advisors
California
$235K +$235K +5,107 New
SAM
1758
SignalPoint Asset Management
Missouri
$234K -$83.5K -1,812 -26%
PO
1759
Private Ocean
California
$234K +$8.26K +179 +4%
CSPIA
1760
Cary Street Partners Investment Advisory
Virginia
$234K +$234K +5,087 New
VA
1761
Valmark Advisers
Ohio
$233K -$34.7K -752 -13%
SEIA
1762
Signature Estate & Investment Advisors
California
$233K +$4.84K +105 +2%
ONST
1763
Old North State Trust
North Carolina
$233K +$27K +586 +13%
PL
1764
Parthenon LLC
Kentucky
$232K – – –
APW
1765
Acima Private Wealth
Virginia
$232K +$232K +5,028 New
PWM
1766
PRW Wealth Management
Massachusetts
$232K +$232K +5,033 New
SBAM
1767
Santa Barbara Asset Management
California
$231K -$149M -3,236,548 -100%
EWF
1768
Epstein & White Financial
California
$231K +$4.28K +93 +2%
SWK
1769
Stephen W. Kidder
$230K -$154K -3,350 -40%
HR
1770
Hayden Royal
North Carolina
$230K +$230K +5,000 New
COI
1771
Capital One Investing
Virginia
$229K +$229K +4,966 New
RG
1772
Rikoon Group
New Mexico
$229K +$229K +4,971 New
NFA
1773
Nuveen Fund Advisors
Illinois
$228K -$198K -4,283 -46%
FWM
1774
Foresight Wealth Management
Utah
$228K +$228K +4,957 New
RFA
1775
Reilly Financial Advisors
California
$227K -$99.7K -2,167 -31%
69 70
71
72 73