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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 %
CFA
1976
Clarfeld Financial Advisors
New York
$7K +$7K +155 New
PRC
1977
Pearl River Capital
Michigan
$7K +$7K +157 New
SIA
1978
SeaBridge Investment Advisors
New Jersey
$6K – – –
BHWM
1979
Bay Harbor Wealth Management
Maryland
$6K +$6K +141 New
SGS
1980
Sterling Global Strategies
California
$5.71K +$5.71K +124 New
UB
1981
UMB Bank
Missouri
$5.23K -$149 -3,237 -3%
CAL
1982
Capital Analysts LLC
Pennsylvania
$5K -$123K -2,499 -96%
MFT
1983
Moisand Fitzgerald Tamayo
Florida
$5K -$7.41K -157 -60%
1NWS
1984
1 North Wealth Services
Maryland
$5K +$5K +115 New
ACA
1985
Ackerman Capital Advisors
Texas
$4.3K +$4.3K +198,144 New
CWA
1986
Clarus Wealth Advisors
Arizona
$4K -$3.38K -71 -46%
NIM
1987
NuWave Investment Management
New Jersey
$3K -$60.9K -1,238 -95%
WCMN
1988
Westchester Capital Management (Nebraska)
Nebraska
$3K +$3K +66 New
KCM
1989
Karp Capital Management
California
$2K +$2K +40 New
NA
1990
NewEdge Advisors
Louisiana
$1.93K -$255 -5,532 -12%
AMCA
1991
Arthur M. Cohen & Associates
Illinois
$1.48K -$171 -3,720 -10%
TWM
1992
Titus Wealth Management
California
$1.36K -$21 -459 -2%
NL
1993
NVWM LLC
Pennsylvania
$1K -$1K -21 -50%
CIM
1994
Contravisory Investment Management
Massachusetts
$1K – – –
TFA
1995
Toth Financial Advisory
Virginia
$1K – – –
CIA
1996
CSat Investment Advisory
Michigan
$1K +$520 +13 +108%
HI
1997
Human Investing
Oregon
$1K +$1K +24 New
AIIMS
1998
Analyst IMS Investment Management Services
Israel
$799 +$156 +3,385 +24%
CT
1999
Chicago Trust
Illinois
$512 -$44 -956 -8%
WA
2000
WBH Advisory
Maryland
$405 -$29 -639 -7%
78 79
80
81 82