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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 %
ECM
2101
Ensemble Capital Management
California
– -$242K -4,600 Closed
HPWM
2102
Highland Private Wealth Management
Washington
– -$242K -4,594 Closed
RA
2103
RFG Advisory
Alabama
– -$240K -4,569 Closed
SP
2104
Successful Portfolios
Florida
– -$238K -4,528 Closed
SFI
2105
SPC Financial Inc
Maryland
– -$237K -4,501 Closed
Jacobs Levy Equity Management
2106
Jacobs Levy Equity Management
New Jersey
– -$234K -4,460 Closed
BFC
2107
Blue Fin Capital
Rhode Island
– -$234K -4,444 Closed
CTA
2108
Colonial Trust Advisors
South Carolina
– -$231K -4,396 Closed
TI
2109
Truepoint Inc
Ohio
– -$231K -4,390 Closed
SNBOSD
2110
Security National Bank of So Dak
Iowa
– -$227K -4,316 Closed
SCP
2111
Sandhill Capital Partners
New York
– -$225K -4,277 Closed
WPIC
2112
White Pine Investment Company
Michigan
– -$224K -4,257 Closed
BW
2113
Biegel & Waller
Maryland
– -$221K -4,208 Closed
HI
2114
Harrington Investments
California
– -$220K -4,194 Closed
AF
2115
Aldebaran Financial
– -$220K -4,181 Closed
FC
2116
FCA Corp
Texas
– -$219K -4,161 Closed
BFIM
2117
Beese Fulmer Investment Management
Ohio
– -$217K -4,135 Closed
PLFAM
2118
Pineno Levin & Ford Asset Management
Virginia
– -$212K -4,032 Closed
WSCM
2119
Wellington Shields Capital Management
New York
– -$212K -4,024 Closed
CIM
2120
Confluence Investment Management
Missouri
– -$211K -4,023 Closed
MWM
2121
Merriman Wealth Management
Washington
– -$211K -4,013 Closed
MSS
2122
Mitchell Sinkler & Starr
Pennsylvania
– -$210K -4,000 Closed
WF
2123
WoodTrust Financial
Wisconsin
– -$208K -3,962 Closed
CAN
2124
Claraphi Advisory Network
United States
– -$207K -3,939 Closed
MCWS
2125
McKinley Carter Wealth Services
West Virginia
– -$205K -3,905 Closed
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85
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