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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 %
LFG
1876
LifePlan Financial Group
Ohio
$106K -$4.48K -97 -4%
FA
1877
Fortis Advisors
Pennsylvania
$105K – – –
ACA
1878
Atlas Capital Advisors
Wyoming
$102K -$23.2K -503 -18%
JWM
1879
Janiczek Wealth Management
Colorado
$102K +$102K +2,208 New
WC
1880
Whitnell & Co
Illinois
$100K +$139 +3 +0.1%
ST
1881
Sageworth Trust
Pennsylvania
$100K +$784 +17 +0.8%
PFO
1882
Pathstone Family Office
New Jersey
$100K +$61.2K +1,330 +158%
PAMU
1883
Pictet Asset Management (UK)
United Kingdom
$98.4K -$5.65K -122,500 -5%
RIA
1884
RPG Investment Advisory
California
$98K -$59K -1,277 -38%
PHK
1885
Point72 Hong Kong
Hong Kong
$94K -$999K -21,751 -91%
SA
1886
SRH Advisors
Kansas
$94K – – –
VC
1887
Vestor Capital
Illinois
$94K +$4.19K +91 +5%
SAM
1888
Security Asset Management
New York
$92K -$24.8K -535 -21%
PFC
1889
Phocas Financial Corp
California
$89K +$89K +1,930 New
FNC
1890
First National Corp
Massachusetts
$89K +$89K +1,938 New
TC
1891
Trust Company
Kansas
$88K -$70.6K -1,525 -44%
CCMW
1892
Cypress Capital Management (Wyoming)
Wyoming
$88K -$2.25K -49 -2%
HPC
1893
HM Payson & Co
Maine
$86K -$17.8M -387,284 -100%
AOWM
1894
Alpha Omega Wealth Management
Virginia
$85K +$230 +5 +0.3%
CIR
1895
Clear Investment Research
Georgia
$84K – – –
GCM
1896
Gables Capital Management
Florida
$83K -$9.22K -200 -10%
PR
1897
Payden & Rygel
California
$83K – – –
FGC
1898
Financial Gravity Companies
Texas
$82K +$82K +1,677 New
RCG
1899
Ruggie Capital Group
Florida
$80K +$80K +1,726 New
FNBOSM
1900
First National Bank of South Miami
Florida
$78K +$78K +1,583 New
74 75
76
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