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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 %
TA
2126
TMD & Associates
Arizona
– -$205K -3,903 Closed
BST
2127
Bath Savings Trust
Maine
– -$204K -3,874 Closed
KF
2128
Krilogy Financial
Missouri
– -$203K -3,868 Closed
MCMT
2129
Moon Capital Management (Tennessee)
Tennessee
– -$202K -3,858 Closed
SCP
2130
Seizert Capital Partners
Michigan
– -$201K -3,832 Closed
UAS
2131
United Asset Strategies
New York
– -$201K -3,820 Closed
LA
2132
Legacy Advisors
Pennsylvania
– -$196K -3,724 Closed
PI
2133
Parkside Investments
Illinois
– -$174K -3,316 Closed
TAM
2134
Trust Asset Management
Texas
– -$137K -2,613 Closed
SAS
2135
Stelac Advisory Services
New York
– -$133K -2,523 Closed
H
2136
Hexavest
Quebec, Canada
– -$103K -1,966 Closed
AAIM
2137
Asset Advisors Investment Management
Georgia
– -$73K -1,382 Closed
BA
2138
Ballew Advisors
Mississippi
– -$70K -1,356 Closed
EAM
2139
Exane Asset Management
France
– -$67.1K -1,277 Closed
CAG
2140
Csenge Advisory Group
Florida
– -$61K -1,186 Closed
MSFP
2141
Mark Sheptoff Financial Planning
Connecticut
– -$54K -1,020 Closed
MUS
2142
Mitsubishi UFJ Securities
Japan
– -$49K -940 Closed
MWPCG
2143
Measured Wealth Private Client Group
New Hampshire
– -$45K -867 Closed
TC
2144
Trilogy Capital
California
– -$43K -815 Closed
PWAG
2145
Polaris Wealth Advisory Group
California
– -$38K -728 Closed
ML
2146
McAdam LLC
Pennsylvania
– -$32K -622 Closed
SWMG
2147
Signature Wealth Management Group
Georgia
– -$30K -568 Closed
ECM
2148
Exchange Capital Management
Michigan
– -$25K -483 Closed
CWSR
2149
Chessman Wealth Strategies RIA
Texas
– -$24K -450 Closed
OWA
2150
One Wealth Advisors
California
– -$23K -438 Closed
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