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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 %
WA
1826
WealthTrust-Arizona
Arizona
$192K +$276 +6 +0.1%
PCA
1827
Peddock Capital Advisors
Massachusetts
$189K – – –
LFA
1828
Legacy Financial Advisors
Kentucky
$188K -$119K -2,574 -39%
SIAS
1829
Shine Investment Advisory Services
Colorado
$181K +$462 +10 +0.3%
SMFG
1830
Sumitomo Mitsui Financial Group
Japan
$179K -$276K -6,070 -61%
ATC
1831
Adirondack Trust Company
New York
$178K -$921 -20 -0.5%
POIA
1832
Pin Oak Investment Advisors
Texas
$177K – – –
TCM
1833
Tradewinds Capital Management
Washington
$176K -$30.7K -666 -15%
MFBTD
1834
MB Financial Bank - Trust Department
Illinois
$176K -$9.83K -213 -5%
IP
1835
Intellectus Partners
California
$176K +$83.6K +1,814 +91%
HWA
1836
Heritage Wealth Advisors
Virginia
$174K -$1.56K -34 -0.9%
CT
1837
Clearstead Trust
Maine
$170K +$10.9K +237 +7%
AP
1838
Arlington Partners
Alabama
$167K -$91.9K -2,000 -36%
HI
1839
Hendershot Investments
Virginia
$167K -$35.6K -772 -18%
RP
1840
Rowlandmiller & Partners
Georgia
$166K +$22.1K +480 +15%
APC
1841
Aspire Private Capital
North Carolina
$166K +$166K +3,611 New
MA
1842
MCF Advisors
Kentucky
$161K +$92 +2 +0.1%
GAM
1843
Gemmer Asset Management
California
$161K +$139 +3 +0.1%
CA
1844
Crewe Advisors
Utah
$158K – – –
EFSCE
1845
Enterprise Financial Services Corp (EFSC)
Missouri
$156K -$47.1K -1,022 -23%
T2I
1846
Turim 21 Investimentos
Brazil
$156K – – –
WA
1847
Winfield Associates
Ohio
$156K – – –
AAMU
1848
Amundi Asset Management US
Massachusetts
$156K -$4.13K -89,652 -3%
BWL
1849
Bogart Wealth LLC
Virginia
$155K +$7.93K +173 +5%
SQA
1850
Simon Quick Advisors
New Jersey
$155K +$11.5K +249 +8%
72 73
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