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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 %
KC
1901
Knuff & Co
California
$78K +$78K +1,700 New
GI
1902
Gradient Investments
Minnesota
$70K -$607K -13,239 -90%
FMTCOCP
1903
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$69K -$26.7K -580 -28%
FEG
1904
Financial Enhancement Group
Indiana
$68K – – –
GWMIA
1905
Global Wealth Management Investment Advisory
Florida
$68K +$68K +1,484 New
MWM
1906
Mascoma Wealth Management
New Hampshire
$67K -$25.2K -550 -27%
BWM
1907
Baystate Wealth Management
Massachusetts
$66K +$200 +4 +0.3%
TFA
1908
Transamerica Financial Advisors
Florida
$66K +$1.03K +22 +2%
PFGIA
1909
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$27.3K +590 +72%
CWM
1910
Cranbrook Wealth Management
Michigan
$62K – – –
NC
1911
NewSquare Capital
Pennsylvania
$61K +$6.26K +135 +11%
SBL
1912
Sargent Bickham Lagudis
Colorado
$60K -$32.9K -721 -35%
LWM
1913
Lenox Wealth Management
Ohio
$60K -$5.15K -112 -8%
SGAM
1914
Smith Group Asset Management
Texas
$55K -$917 -20 -2%
MCA
1915
Mercer Capital Advisers
New Jersey
$54K +$24.2K +525 +81%
JWA
1916
JFS Wealth Advisors
Pennsylvania
$53K -$117K -2,543 -69%
WCM
1917
WealthBridge Capital Management
Ohio
$53K +$53K +1,161 New
PG
1918
Patten Group
Tennessee
$51K – – –
LWS
1919
Lucia Wealth Services
California
$51K – – –
MWC
1920
MBM Wealth Consultants
Missouri
$51K +$51K +1,115 New
KPCM
1921
Kings Point Capital Management
New York
$48K -$5.35K -115 -10%
WAM
1922
Westport Asset Management
Connecticut
$46K – – –
TCCM
1923
Timber Creek Capital Management
Massachusetts
$44K – – –
GT
1924
Glenmede Trust
Pennsylvania
$43.4K -$4.82K -104,608 -10%
AIS
1925
Accurate Investment Solutions
Pennsylvania
$43K +$1.25K +27 +3%
75 76
77
78 79