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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 %
MCA
601
Mercer Capital Advisers
New Jersey
$4.01M -$9.32K -300 -0.2%
ACS
602
Archford Capital Strategies
Illinois
$4.01M +$275K +8,862 +7%
TFA
603
Toth Financial Advisory
Virginia
$4M -$13.4K -432 -0.3%
SWM
604
SVA Wealth Management
Wisconsin
$3.99M +$215K +6,930 +6%
PA
605
Profund Advisors
Maryland
$3.99M -$2.89M -93,144 -42%
JAM
606
Jolley Asset Management
North Carolina
$3.98M +$61.7K +1,986 +2%
BIAS
607
Beacon Investment Advisory Services
New Jersey
$3.97M +$14.6K +471 +0.4%
CCM
608
Chickasaw Capital Management
Tennessee
$3.96M -$27.9K -900 -0.7%
GC
609
Grace Capital
Massachusetts
$3.94M +$63.8K +2,055 +2%
BDF
610
Balasa Dinverno & Foltz
$3.9M -$384K -12,375 -9%
MSWM
611
Mader & Shannon Wealth Management
Missouri
$3.89M -$1.4K -45 -0%
AI
612
Atria Investments
North Carolina
$3.89M +$2.21M +71,088 +131%
VIA
613
Vident Investment Advisory
Georgia
$3.85M -$72K -2,319 -2%
B
614
Barings
North Carolina
$3.83M -$1.78M -57,270 -32%
TNBTD
615
Trustmark National Bank Trust Department
Mississippi
$3.83M -$22.7K -732 -0.6%
PWW
616
Pettyjohn Wood & White
Virginia
$3.82M +$154K +4,965 +4%
LM
617
Lincluden Management
Ontario, Canada
$3.78M -$430K -13,845 -10%
SBIA
618
Sheaff Brock Investment Advisors
Indiana
$3.77M -$837K -26,964 -18%
Bessemer Group
619
Bessemer Group
New Jersey
$3.77M +$70.7K +2,277 +2%
CC
620
Cognios Capital
Kansas
$3.76M +$319K +10,281 +9%
TNB
621
Thomasville National Bank
Georgia
$3.74M -$144K -4,632 -4%
PI
622
PEAK6 Investments
Illinois
$3.73M +$634K +20,406 +20%
NSEDCP
623
NJ State Employees Deferred Compensation Plan
New Jersey
$3.73M – – –
LGP
624
Leonard Green & Partners
California
$3.73M +$3.73M +120,000 New
DCM
625
Dupont Capital Management
Delaware
$3.72M +$1.59M +51,348 +75%
23 24
25
26 27