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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
1951
Larson Financial Group
Missouri
$19K +$19K +406 New
HDIM
1952
Hanson & Doremus Investment Management
Vermont
$18K – – –
WAM
1953
Watermark Asset Management
California
$17K – – –
DOA
1954
D'Orazio & Associates
Virginia
$17K +$135 +3 +0.8%
SL
1955
Salomon & Ludwin
Virginia
$17K +$17K +373 New
BBA
1956
Braun-Bostich & Associates
Pennsylvania
$13K – – –
CAL
1957
Capital Advisors Ltd
Ohio
$13K – – –
CBT
1958
Central Bank & Trust
Kentucky
$13K – – –
BAM
1959
Bruderman Asset Management
New York
$13K +$8.68K +191 +201%
PCA
1960
Providence Capital Advisors
North Carolina
$12K -$13.3K -283 -53%
BAMG
1961
Brand Asset Management Group
Missouri
$12K – – –
WIM
1962
Westside Investment Management
California
$12K -$40K -868 -77%
AWM
1963
AllSquare Wealth Management
New York
$11K -$85.1K -1,850 -89%
KL
1964
KWMG LLC
Kansas
$11K -$675 -14 -6%
OFS
1965
Orrstown Financial Services
Pennsylvania
$11K – – –
DPA
1966
Delphi Private Advisors
California
$10K – – –
LPWM
1967
Lake Point Wealth Management
Texas
$10K +$10K +213 New
GWA
1968
Guidant Wealth Advisors
Illinois
$9K -$2.77K -63 -24%
APSP
1969
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K – – –
IAS
1970
INR Advisory Services
Pennsylvania
$9K +$9K +203 New
EWM
1971
Elmwood Wealth Management
California
$8K – – –
CH
1972
Canton Hathaway
Rhode Island
$8K – – –
LPC
1973
Loeb Partners Corp
New York
$8K +$8K +170 New
LYV
1974
Live Your Vision
Pennsylvania
$7K – – –
EAM
1975
Eukles Asset Management
Ohio
$7K +$7K +144 New
77 78
79
80 81