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Walmart
WMT

Overview Fund Activity

1,913 hedge funds and large institutions have $79.6B invested in Walmart in 2018 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 679 increasing their positions, 752 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,913
Holders Change
+113
Holders Change %
+6.28%
% of All Funds
42.69%
Holding in Top 10
99
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+54.69%
% of All Funds
2.21%
New
235
Increased
679
Reduced
752
Closed
103
Calls
$1.36B
Puts
$1.74B
Net Calls
-$383M
Net Calls Change
-$509M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$460M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$374M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$316M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$155M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$497M
2
BlackRock
BlackRock
New York
-$283M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$222M
4
LSV Asset Management
LSV Asset Management
Illinois
-$213M
5
Millennium Management
Millennium Management
New York
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
WorldQuant Millennium Advisors
226
WorldQuant Millennium Advisors
New York
$25.7M +$6.15M +198,012 +31%
JCM
227
Janney Capital Management
Pennsylvania
$25.5M +$736K +23,697 +3%
Creative Planning
228
Creative Planning
Kansas
$25.4M -$687K -22,140 -3%
M&T Bank
229
M&T Bank
New York
$25.2M -$2.67M -85,968 -10%
CCMG
230
Clark Capital Management Group
Pennsylvania
$25M +$6.84M +220,293 +38%
Axa
231
Axa
France
$24.9M -$5.33M -171,654 -18%
BAMF
232
BI Asset Management Fondsmaeglerselskab
Denmark
$24.9M +$21.6M +696,300 +661%
URS
233
Utah Retirement Systems
Utah
$24.8M +$55.9K +1,800 +0.2%
Teacher Retirement System of Texas
234
Teacher Retirement System of Texas
Texas
$24.5M -$395K -12,732 -2%
Alyeska Investment Group
235
Alyeska Investment Group
Illinois
$24.5M +$24.5M +788,427 New
BF
236
BOK Financial
Oklahoma
$24.5M +$3.2M +103,182 +15%
Public Employees Retirement Association of Colorado
237
Public Employees Retirement Association of Colorado
Colorado
$24.5M -$56K -1,803 -0.2%
DIA
238
Davidson Investment Advisors
Montana
$24.3M +$113K +3,645 +0.5%
STMM
239
South Texas Money Management
Texas
$24.2M +$545K +17,553 +2%
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$24.1M -$8.38K -270 -0%
FIM
241
Frontier Investment Management
Texas
$23.7M +$492K +15,852 +2%
CM
242
CS McKee
Pennsylvania
$23M -$661K -21,300 -3%
CPSAC
243
Chas P. Smith & Associates (CPS)
Florida
$22.6M -$537K -17,304 -2%
QI
244
QS Investors
New York
$22.5M -$6.93M -223,263 -24%
PWAG
245
Polaris Wealth Advisory Group
California
$22.4M -$2.17M -69,750 -9%
CA
246
Cornerstone Advisors
North Carolina
$22.3M – – –
ADEF
247
Adams Diversified Equity Fund
Maryland
$22.2M -$1.73M -55,800 -7%
EIP
248
Epoch Investment Partners
New York
$22.2M -$1.43M -46,002 -6%
KCM
249
Kornitzer Capital Management
Kansas
$22M -$325K -10,452 -1%
MC
250
Maverick Capital
Texas
$22M +$22M +707,820 New
8 9
10
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