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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 %
LK
476
Lumbard & Kellner
New Hampshire
$6.35M -$118K -3,810 -2%
CBN
477
Cadence Bank NA
Texas
$6.34M -$22.1K -711 -0.3%
PGIM
478
Pacific Global Investment Management
California
$6.28M -$124K -3,978 -2%
SFA
479
Sequoia Financial Advisors
Ohio
$6.27M +$94.6K +3,048 +2%
BRCM
480
Bright Rock Capital Management
Massachusetts
$6.24M – – –
WIA
481
Wealthstreet Investment Advisors
Texas
$6.22M -$383K -11,850 -6%
RC
482
RegentAtlantic Capital
New Jersey
$6.22M -$1.01M -32,520 -14%
EWM
483
Edge Wealth Management
New York
$6.19M +$5.54M +178,500 +862%
FAB
484
First American Bank
Illinois
$6.1M +$245K +7,896 +4%
SSB
485
Sandy Spring Bank
Maryland
$6.02M +$949K +30,567 +19%
OSIA
486
O'Shares Investment Advisers
Massachusetts
$6M +$6M +193,116 New
CWM
487
Calamos Wealth Management
Illinois
$5.98M -$525K -16,917 -8%
GIM
488
Goelzer Investment Management
Indiana
$5.93M +$54.5K +1,755 +0.9%
FCBT
489
First Citizens Bank & Trust
North Carolina
$5.89M -$99.3K -3,198 -2%
DnB Asset Management
490
DnB Asset Management
Norway
$5.87M -$587K -18,900 -9%
IG
491
ING Group
Netherlands
$5.86M -$33.8M -1,088,823 -85%
PAG
492
Private Advisor Group
New Jersey
$5.85M -$1.37M -44,214 -19%
CIP
493
Convergence Investment Partners
Florida
$5.84M +$62.3K +2,007 +1%
FIB
494
First Interstate Bank
Montana
$5.82M -$33.9K -1,092 -0.6%
BCM
495
Bayesian Capital Management
New York
$5.82M -$4.91M -158,172 -46%
PTC
496
Petrus Trust Company
Texas
$5.78M -$172K -5,526 -3%
EAM
497
Eagle Asset Management
Florida
$5.78M +$1.17M +37,710 +25%
AIM
498
Allen Investment Management
New York
$5.77M +$1.27M +40,785 +28%
KRS
499
Kentucky Retirement Systems
Kentucky
$5.77M +$75.5K +2,430 +1%
Squarepoint
500
Squarepoint
New York
$5.73M +$4.68M +150,606 +443%
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