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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 %
FNBT
401
FineMark National Bank & Trust
Florida
$9.08M +$577K +18,582 +7%
HA
402
Hamel Associates
New Jersey
$8.99M +$14.4K +465 +0.2%
WCMN
403
Westchester Capital Management (Nebraska)
Nebraska
$8.96M -$247K -7,950 -3%
Kovitz Investment Group Partners
404
Kovitz Investment Group Partners
Illinois
$8.96M +$7.07M +227,802 +376%
SCA
405
Stillwater Capital Advisors
Pennsylvania
$8.93M -$128K -4,116 -1%
SIM
406
Sentry Investment Management
Wisconsin
$8.82M -$227K -7,296 -3%
FBP
407
Flippin Bruce & Porter
Virginia
$8.7M +$237K +7,617 +3%
AIL
408
AGF Investments LLC
Ontario, Canada
$8.69M +$253K +8,154 +3%
HL
409
HeadInvest LLC
Maine
$8.69M +$4.34M +139,692 +100%
Truist Financial
410
Truist Financial
North Carolina
$8.56M +$2.78M +89,403 +48%
SB
411
Simmons Bank
Arkansas
$8.36M -$83.1K -2,676 -1%
LDB
412
Lee, Danner & Bass
Tennessee
$8.36M -$56.9K -1,833 -0.7%
Natixis Advisors
413
Natixis Advisors
Massachusetts
$8.33M -$376K -12,120 -4%
BC
414
Burney Company
Virginia
$8.29M +$200K +6,429 +2%
FAAS
415
First Allied Advisory Services
California
$8.23M +$120K +3,861 +1%
VV
416
Verity & Verity
South Carolina
$8.19M -$94.4K -3,042 -1%
GAM
417
Griffin Asset Management
New York
$8.18M -$350K -11,265 -4%
FSA
418
Franklin Street Advisors
North Carolina
$8.15M +$315K +10,140 +4%
PA
419
Pinnacle Associates
New York
$8.11M -$191K -6,135 -2%
KWILP
420
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.09M -$3.66M -117,843 -31%
First Manhattan
421
First Manhattan
New York
$8.07M -$504K -16,224 -6%
BCM
422
Buckhead Capital Management
Georgia
$8.07M -$135K -4,362 -2%
HAG
423
HighPoint Advisor Group
Illinois
$8.07M +$5.24M +211,314 +186%
OPCM
424
Osborne Partners Capital Management
California
$7.96M – – –
II
425
IFM Investors
Australia
$7.96M +$700K +22,557 +10%
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