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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 %
NIM
651
Northeast Investment Management
Massachusetts
$3.42M +$359K +11,571 +12%
WC
652
Woodstock Corp
Massachusetts
$3.41M +$4.19K +135 +0.1%
CCM
653
Coldstream Capital Management
Washington
$3.4M +$82.9K +2,670 +2%
GFA
654
Gifford Fong Associates
California
$3.39M – – –
BIMC
655
Benson Investment Management Company
Virginia
$3.39M -$136K -4,395 -4%
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.35M -$1.02M -32,892 -23%
GFPC
657
Global Financial Private Capital
Florida
$3.34M -$955K -30,684 -22%
TU
658
TDAM USA
Ontario, Canada
$3.32M -$358K -11,538 -10%
SCA
659
Spearhead Capital Advisors
Florida
$3.27M -$158K -5,079 -5%
MYLI
660
Meiji Yasuda Life Insurance
Japan
$3.27M -$221K -7,134 -6%
VFA
661
Valeo Financial Advisors
Indiana
$3.26M +$457K +14,703 +16%
CB
662
Chemical Bank
Michigan
$3.24M -$489K -15,738 -13%
IFAM
663
Institutional & Family Asset Management
Colorado
$3.22M -$660K -21,255 -17%
CBB
664
Citizens Business Bank
California
$3.2M -$27.3K -879 -0.8%
MWM
665
Marietta Wealth Management
Georgia
$3.2M +$8.01K +258 +0.3%
LWCFA
666
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.19M +$27.8K +894 +0.9%
BG
667
Bahl & Gaynor
Ohio
$3.17M -$28.8K -927 -0.9%
SIAG
668
Signet Investment Advisory Group
Rhode Island
$3.17M +$3.17M +102,060 New
LFAS
669
Level Four Advisory Services
Texas
$3.16M +$292K +9,402 +10%
LNWWM
670
Laird Norton Wetherby Wealth Management
California
$3.16M +$4.66K +150 +0.1%
AWP
671
Ascent Wealth Partners
New York
$3.15M -$75.8K -2,442 -2%
BAC
672
Boys Arnold & Co
North Carolina
$3.14M +$288K +9,375 +10%
AAS
673
Annex Advisory Services
Wisconsin
$3.14M +$274K +8,814 +10%
SFS
674
Strategic Financial Services
New York
$3.13M +$16.1K +519 +0.5%
S
675
Seeyond
France
$3.11M +$3.11M +99,993 New
25 26
27
28 29