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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 %
LC
1851
Lavaca Capital
Texas
$153K +$153K +3,327 New
WANY
1852
Wealthspire Advisors (New York)
New York
$152K +$152K +3,296 New
OSNBOA
1853
Old Second National Bank of Aurora
Illinois
$148K – – –
CA
1854
Centerpoint Advisors
Massachusetts
$148K +$3.23K +70 +2%
CWM
1855
Cedar Wealth Management
California
$147K -$3.01K -65 -2%
IF
1856
Ironwood Financial
Arizona
$145K – – –
DWM
1857
Destination Wealth Management
California
$144K +$1.98K +43 +1%
CAGAS
1858
Capital Advisory Group Advisory Services
Minnesota
$143K -$85.4K -1,850 -37%
FCB
1859
First Command Bank
Texas
$138K – – –
FCFS
1860
First Command Financial Services
Texas
$138K – – –
EWM
1861
Executive Wealth Management
Michigan
$132K +$132K +2,866 New
NCM
1862
Nelson Capital Management
California
$130K – – –
WOC
1863
West Oak Capital
California
$127K – – –
BDWM
1864
Brewin Dolphin Wealth Management
Ireland
$127K – – –
AIM
1865
Advantage Investment Management
Iowa
$126K -$67.2K -1,457 -35%
WAS
1866
Winch Advisory Services
Wisconsin
$125K +$1.8K +39 +1%
MCM
1867
MV Capital Management
Maryland
$124K +$15.5K +338 +14%
AIP
1868
Almanack Investment Partners
Pennsylvania
$123K +$2.07K +45 +2%
VCM
1869
Versant Capital Management
Arizona
$121K – – –
LWA
1870
Lenox Wealth Advisors
New York
$120K -$91.8K -2,000 -43%
PWMG
1871
Prestige Wealth Management Group
New Jersey
$119K +$119K +2,591 New
LF
1872
Lee Financial
Texas
$116K – – –
AIA
1873
Alera Investment Advisors
Illinois
$116K +$116K +2,510 New
BCI
1874
Brinker Capital Investments
Pennsylvania
$114K -$460 -10 -0.4%
AFIA
1875
America First Investment Advisors
Nebraska
$111K – – –
73 74
75
76 77