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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 %
CA
2076
Calton & Associates
Florida
– -$410K -7,796 Closed
SWM
2077
Segment Wealth Management
Texas
– -$401K -7,619 Closed
PCMC
2078
Paragon Capital Management (Colorado)
Colorado
– -$396K -7,528 Closed
BAAM
2079
Baker Avenue Asset Management
California
– -$371K -7,054 Closed
RIG
2080
Renaissance Investment Group
Massachusetts
– -$362K -6,892 Closed
MC
2081
Miles Capital
Iowa
– -$332K -6,323 Closed
LCM
2082
Landscape Capital Management
New Jersey
– -$346K -6,243 Closed
CCP
2083
Clarkston Capital Partners
Michigan
– -$323K -6,150 Closed
KWMG
2084
King Wealth Management Group
Florida
– -$320K -6,099 Closed
DCM
2085
Dynamic Capital Management
Jersey
– -$315K -6,000 Closed
NEPWA
2086
New England Private Wealth Advisors
Massachusetts
– -$313K -5,952 Closed
SCM
2087
Snow Capital Management
Pennsylvania
– -$291K -5,534 Closed
TAM
2088
Trillium Asset Management
Massachusetts
– -$280K -5,322 Closed
RP
2089
Rice Partnership
Hawaii
– -$275K -5,228 Closed
CCM
2090
Compass Capital Management
Minnesota
– -$271K -5,158 Closed
CA
2091
Callahan Advisors
Texas
– -$267K -5,073 Closed
SFP
2092
Shepherd Financial Partners
Massachusetts
– -$279K -5,036 Closed
TM
2093
Thiel Macro
California
– -$263K -5,000 Closed
MTCM
2094
Mint Tower Capital Management
Netherlands
– -$263K -5,000 Closed
FLPIM
2095
F.L. Putnam Investment Management
Massachusetts
– -$259K -4,932 Closed
GFPC
2096
Global Financial Private Capital
Florida
– -$259K -4,924 Closed
RWM
2097
RKL Wealth Management
Pennsylvania
– -$257K -4,891 Closed
NERM
2098
New England Research & Management
Illinois
– -$252K -4,800 Closed
VAM
2099
Verity Asset Management
North Carolina
– -$246K -4,679 Closed
MWM
2100
MinichMacGregor Wealth Management
New York
– -$243K -4,656 Closed
82 83
84
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