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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 %
PWM
376
Patriot Wealth Management
Texas
$9.99M -$231K -7,440 -2%
SBH
377
Segall Bryant & Hamill
Illinois
$9.93M -$306K -9,849 -3%
TF
378
TIAA FSB
Florida
$9.93M +$256K +8,232 +3%
SMI
379
Shelter Mutual Insurance
Missouri
$9.89M – – –
LG
380
Leuthold Group
Minnesota
$9.87M +$9.87M +318,018 New
OC
381
Oppenheimer & Co
New York
$9.87M +$258K +8,307 +3%
CICI
382
Capital Investment Counsel Inc
North Carolina
$9.8M +$62.9K +2,025 +0.6%
CIC
383
Cutler Investment Counsel
Oregon
$9.78M -$161K -5,190 -2%
FNT
384
First National Trust
Pennsylvania
$9.78M -$41K -1,320 -0.4%
MA
385
MUFG Americas
New York
$9.72M -$211K -6,810 -2%
HA
386
Heartland Advisors
Wisconsin
$9.67M -$23.9K -771 -0.2%
MML Investors Services
387
MML Investors Services
Massachusetts
$9.65M +$406K +13,080 +4%
CEP
388
Chicago Equity Partners
Illinois
$9.61M -$3.16M -101,685 -25%
SG Americas Securities
389
SG Americas Securities
New York
$9.42M -$12.6M -404,409 -57%
RC
390
RBF Capital
California
$9.32M – – –
DADC
391
D.A. Davidson & Co
Montana
$9.28M +$239K +7,689 +3%
ATC
392
Argent Trust Co
Tennessee
$9.27M +$219K +7,065 +2%
Marshall Wace
393
Marshall Wace
United Kingdom
$9.24M +$5.22M +168,201 +130%
ACM
394
Advent Capital Management
New York
$9.21M +$3.57M +114,942 +63%
LKIM
395
Lawson Kroeker Investment Management
Nebraska
$9.18M -$60.5K -1,950 -0.7%
Westfield Capital Management
396
Westfield Capital Management
Massachusetts
$9.17M -$72.7K -2,340 -0.8%
PSUF
397
People's United Financial
Connecticut
$9.13M +$918K +29,577 +11%
CSIC
398
Clifford Swan Investment Counsel
California
$9.13M -$499K -16,077 -5%
WAM
399
World Asset Management
Michigan
$9.09M -$442K -14,223 -5%
HT
400
HighTower Trust
Texas
$9.09M -$4.2M -135,324 -32%
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