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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 %
WI
1801
Wintrust Investments
Illinois
$213K -$36.1K -781 -14%
OCM
1802
Orser Capital Management
Texas
$212K – – –
WAMC
1803
Western Asset Management Company
California
$212K +$212K +4,600 New
AssetMark Inc
1804
AssetMark Inc
California
$211K -$64.5K -1,398 -23%
HCM
1805
HMS Capital Management
Tennessee
$211K – – –
XS
1806
XR Securities
Illinois
$209K -$199K -4,316 -49%
BWA
1807
BDO Wealth Advisors
Florida
$209K -$52.5K -1,137 -20%
BWM
1808
BT Wealth Management
Georgia
$209K +$209K +4,299 New
TIM
1809
Thompson Investment Management
Wisconsin
$207K -$13.8K -300 -6%
LC
1810
Loews Corp
New York
$207K – – –
RW
1811
REDW Wealth
New Mexico
$207K – – –
WI
1812
WrapManager Inc
California
$207K +$25.3K +549 +14%
AAS
1813
Annex Advisory Services
Wisconsin
$206K -$1.43K -31 -0.7%
WG
1814
Welch Group
Alabama
$206K -$1.2K -26 -0.6%
CPA
1815
Capital Planning Advisors
California
$205K – – –
GAMC
1816
Garner Asset Management Corp
Texas
$205K – – –
SIC
1817
Sigma Investment Counselors
Michigan
$204K -$28.5K -617 -12%
PW
1818
Price Wealth
Texas
$203K – – –
ACM
1819
AlphaStar Capital Management
North Carolina
$201K +$552 +12 +0.3%
AW
1820
Alpha Windward
Massachusetts
$200K -$15.5K -336 -7%
GAB
1821
German American Bancorp
Indiana
$200K +$13.8K +300 +7%
BC
1822
Barnett & Company
Tennessee
$199K – – –
CFG
1823
CKW Financial Group
Hawaii
$196K +$9.24K +200 +5%
QAM
1824
QCI Asset Management
New York
$194K +$1.01K +22 +0.5%
ME
1825
McIlrath & Eck
Washington
$194K +$27.9K +605 +17%
71 72
73
74 75