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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 %
FTI
1926
Fiduciary Trust International
Massachusetts
$42K +$42K +909 New
MWA
1927
Meridian Wealth Advisors
Texas
$42K +$42K +920 New
VRM
1928
Vectors Research Management
New York
$41K -$364K -7,924 -90%
CAC
1929
Certified Advisory Corp
Florida
$38K -$7.38K -160 -16%
SIAP
1930
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K – – –
SCA
1931
Stuart Chaussee & Associates
California
$36K – – –
BL
1932
Balentine LLC
Georgia
$36K +$18K +393 +100%
TIM
1933
Tortoise Investment Management
New York
$35K – – –
GTAM
1934
Global Trust Asset Management
Florida
$34K – – –
SFG
1935
SevenBridge Financial Group
Pennsylvania
$34K +$28.3K +1,000 +500%
NSG
1936
Nalls Sherbakoff Group
Tennessee
$32K +$32K +693 New
JAM
1937
JCIC Asset Management
Ontario, Canada
$29K – – –
FWM
1938
Focused Wealth Management
New York
$29K – – –
CFA
1939
Camarda Financial Advisors
Florida
$28K -$15.2K -333 -35%
MS
1940
Mizuho Securities
Japan
$28K +$28K +600 New
SFA
1941
Spectrum Financial Alliance
Kentucky
$27K – – –
VIMU
1942
Veritas Investment Management (UK)
United Kingdom
$25K -$77.2K -1,698 -76%
HWM
1943
Holloway Wealth Management
Florida
$25K -$12K – –
NCM
1944
New Capital Management
Texas
$24K – – –
CFN
1945
Cordasco Financial Network
Florida
$23K – – –
RAM
1946
Riggs Asset Management
Pennsylvania
$22K – – –
RBC
1947
Roble Belko & Company
Pennsylvania
$22K – – –
TCM
1948
TD Capital Management
Tennessee
$20K – – –
FFW
1949
Fusion Family Wealth
New York
$20K – – –
SIS
1950
Sound Income Strategies
Florida
$19K -$4.7K -101 -20%
76 77
78
79 80