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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 %
AWM
501
Altavista Wealth Management
North Carolina
$5.71M -$13K -420 -0.2%
Skandinaviska Enskilda Banken (SEB)
502
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.71M -$196K -6,300 -3%
PWPCM
503
Perella Weinberg Partners Capital Management
New York
$5.67M -$3.53M -113,838 -38%
FBC
504
Fairfield, Bush & Co
Connecticut
$5.66M -$7.27K -234 -0.1%
WIC
505
Willis Investment Counsel
Georgia
$5.65M -$354K -11,400 -6%
ISL
506
Ingalls & Snyder LLC
New York
$5.65M -$1.72M -55,431 -23%
FT
507
Fiduciary Trust
Massachusetts
$5.63M -$44.9K -1,446 -0.8%
Nomura Holdings
508
Nomura Holdings
Japan
$5.63M +$2.02M +65,406 +56%
CWP
509
Capital Wealth Planning
Florida
$5.58M +$2.08M +66,903 +59%
DWM
510
Dorchester Wealth Management
Quebec, Canada
$5.55M -$1.73M -55,635 -24%
DAC
511
Dividend Assets Capital
South Carolina
$5.54M -$535K -17,214 -9%
SCA
512
Stonebridge Capital Advisors
Minnesota
$5.48M +$166K +5,343 +3%
WPC
513
Waters Parkerson & Co
Louisiana
$5.45M +$474K +15,261 +10%
Massachusetts Financial Services
514
Massachusetts Financial Services
Massachusetts
$5.44M -$1.11M -35,823 -17%
AAM
515
Auxier Asset Management
Oregon
$5.43M -$147K -4,740 -3%
BPB
516
Badgley, Phelps & Bell
Washington
$5.39M -$2.04M -65,769 -27%
GLA
517
Great Lakes Advisors
Illinois
$5.39M +$4.06M +130,908 +308%
LS
518
Livforsakringsbolaget Skandia
Sweden
$5.37M -$2.49M -80,100 -32%
WB
519
Webster Bank
Connecticut
$5.36M +$2.34M +75,309 +77%
Wealthfront Advisers
520
Wealthfront Advisers
California
$5.3M +$5.3M +170,778 New
OTPPB
521
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.3M +$5.3M +170,625 New
MIM
522
Marco Investment Management
Georgia
$5.28M -$304K -9,786 -5%
IAA
523
Independent Advisor Alliance
North Carolina
$5.26M +$779K +24,960 +17%
RFM
524
Royal Fund Management
Florida
$5.25M +$3.6M +116,067 +218%
CAM
525
Carret Asset Management
New York
$5.23M -$59.6K -1,920 -1%
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