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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 %
MM
551
Meridian Management
Arkansas
$4.64M +$2.26M +72,765 +95%
Carson Wealth (CWM LLC)
552
Carson Wealth (CWM LLC)
Nebraska
$4.62M +$3.21M +103,281 +227%
IA
553
IFP Advisors
Florida
$4.6M -$448K -14,595 -9%
OI
554
Oakbrook Investments
Illinois
$4.6M +$2.58M +83,070 +128%
HKIM
555
Hayek Kallen Investment Management
Alabama
$4.6M +$15.4K +495 +0.3%
Fuller & Thaler Asset Management
556
Fuller & Thaler Asset Management
California
$4.58M -$1.24M -40,038 -21%
SS
557
Simplicity Solutions
Minnesota
$4.57M +$3.49M +112,278 +323%
CCMINC
558
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.54M +$47.5K +1,530 +1%
CAMG
559
CWA Asset Management Group
Florida
$4.54M +$136K +4,365 +3%
APFBOT
560
Amica Pension Fund Board of Trustees
Rhode Island
$4.53M – – –
MCM
561
Matarin Capital Management
New York
$4.53M +$2.63M +84,744 +139%
ASN
562
Advisory Services Network
Georgia
$4.51M -$317K -10,221 -7%
Hudson Bay Capital Management
563
Hudson Bay Capital Management
Connecticut
$4.5M +$27.9K +900 +0.6%
NEAM
564
New England Asset Management
Connecticut
$4.49M +$177K +5,700 +4%
FTIOP
565
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.48M -$226K -7,284 -5%
BIM
566
Bridges Investment Management
Nebraska
$4.48M +$196K +6,312 +5%
V
567
Veritable
Delaware
$4.48M -$25.7K -828 -0.6%
BOC
568
Barbara Oil Co
Illinois
$4.47M – – –
AIA
569
Allied Investment Advisors
Montana
$4.47M +$122K +3,927 +3%
CCT
570
Chemung Canal Trust
New York
$4.43M +$272K +8,763 +7%
WCM
571
Whitener Capital Management
North Carolina
$4.43M +$372K +11,988 +9%
CGM
572
Centenus Global Management
New York
$4.43M +$2.28M +73,500 +107%
TAM
573
Tiverton Asset Management
Delaware
$4.42M – – –
DC
574
Davenport & Co
Virginia
$4.39M +$44.2K +1,425 +1%
OIM
575
Opus Investment Management
Massachusetts
$4.38M – – –
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