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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 %
RGI
526
River Global Investors
United Kingdom
$5.21M +$2.25M +72,483 +76%
WA
527
Wasatch Advisors
Utah
$5.19M -$615K -19,800 -11%
QIM
528
Quantitative Investment Management
Virginia
$5.18M -$19M -611,700 -79%
MC
529
Moors & Cabot
Massachusetts
$5.15M -$513K -16,485 -9%
BFG
530
Beacon Financial Group
Texas
$5.14M +$12.5K +408 +0.2%
CCG
531
Cypress Capital Group
Florida
$5.13M +$175K +5,652 +4%
MHIC
532
Marble Harbor Investment Counsel
Massachusetts
$5.11M +$46.6K +1,500 +0.9%
AMI
533
Amica Mutual Insurance
Rhode Island
$5.05M – – –
GF
534
Gabelli Funds
New York
$5.03M – – –
RCYC
535
Richard C. Young & Co
Rhode Island
$5M -$142K -4,584 -3%
SWM
536
Segment Wealth Management
Texas
$5M +$146K +4,695 +3%
AAIM
537
Asset Advisors Investment Management
Georgia
$4.94M -$100K -3,225 -2%
NMC
538
Nine Masts Capital
Hong Kong
$4.93M +$3.63M +116,922 +280%
DIS
539
Diversified Investment Strategies
Louisiana
$4.9M -$7.92K -255 -0.2%
IIC
540
Ironwood Investment Counsel
Arizona
$4.86M -$688K -22,143 -12%
FPFS
541
First Personal Financial Services
North Carolina
$4.86M +$101K +3,246 +2%
HCM
542
Hodges Capital Management
Texas
$4.83M -$843K -27,144 -15%
BCMNY
543
Buckingham Capital Management (New York)
New York
$4.82M +$1.26M +40,524 +35%
KIA
544
KCM Investment Advisors
California
$4.82M +$875K +28,170 +22%
BRM
545
Boston Research & Management
Massachusetts
$4.79M +$371K +11,940 +8%
SLI
546
Sumitomo Life Insurance
Japan
$4.71M -$397K -12,771 -8%
GH
547
GAM Holding
Switzerland
$4.71M +$180K +5,784 +4%
OBGC
548
O'Brien Greene & Co
Pennsylvania
$4.7M +$4.7M +151,497 New
OAM
549
Oppenheimer Asset Management
New York
$4.69M +$1.1M +35,289 +30%
AP
550
Advisor Partners
California
$4.64M +$605K +19,497 +15%
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