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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 %
CBTWT
1776
Community Bank & Trust (Waco, Texas)
Texas
$227K – – –
SIA
1777
Sit Investment Associates
Minnesota
$226K +$101K +2,200 +81%
PCFFS
1778
Pacific Center for Financial Services
California
$225K -$8.49K -184 -4%
FFC
1779
First Financial Corp
Indiana
$222K -$9.22K -200 -4%
TAM
1780
Tealwood Asset Management
Minnesota
$221K -$32.7K -710 -13%
DI
1781
Diligent Investors
California
$221K +$221K +4,799 New
NIT
1782
NumerixS Investment Technologies
British Columbia, Canada
$220K -$3.11M -67,944 -93%
PPP
1783
Private Portfolio Partners
New Jersey
$220K +$220K +4,780 New
HWMG
1784
Hurlow Wealth Management Group
Indiana
$219K +$219K +4,403 New
AF
1785
Affiance Financial
Minnesota
$218K – – –
NP
1786
NS Partners
United Kingdom
$218K – – –
WI
1787
Wedgewood Investors
Pennsylvania
$218K – – –
FI
1788
Fosun International
China
$218K +$218K +4,795 New
VWA
1789
V Wealth Advisors
Kansas
$217K -$13.8K -288 -6%
PGWM
1790
Parisi Gray Wealth Management
New Jersey
$217K -$4.72K -103 -2%
M
1791
MOTCO
Texas
$217K – – –
Kayne Anderson Rudnick Investment Management
1792
Kayne Anderson Rudnick Investment Management
California
$217K – – –
NFG
1793
Nations Financial Group
Iowa
$217K +$33.7K +733 +18%
GEA
1794
Glen Eagle Advisors
New Jersey
$217K +$46 +1 +0%
TWA
1795
TCI Wealth Advisors
Arizona
$216K -$432K -9,388 -67%
BFA
1796
Benedict Financial Advisors
Georgia
$216K -$3K -65 -1%
BWP
1797
BSW Wealth Partners
Colorado
$216K -$690 -15 -0.3%
WCWM
1798
Willow Creek Wealth Management
California
$216K +$20K +434 +10%
C
1799
Cerebellum
California
$216K +$59.5K +1,292 +38%
CCP
1800
Cardan Capital Partners
Colorado
$215K -$921 -20 -0.4%
70 71
72
73 74