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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 %
FNBOMD
676
First National Bank of Mount Dora
Florida
$3.09M -$55K -1,770 -2%
HCM
677
Horrell Capital Management
Arkansas
$3.09M +$26.4K +849 +0.9%
CRB
678
Chad R. Baker
$3.07M – – –
AIP
679
Ameritas Investment Partners
Nebraska
$3.07M -$677K -21,819 -18%
AAS
680
Avantax Advisory Services
Texas
$3.07M +$3.07M +98,385 New
PWAP
681
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.05M -$8.85K -285 -0.3%
AAMA
682
Advanced Asset Management Advisors
Ohio
$3.04M +$330K +10,644 +12%
MC
683
MRJ Capital
New York
$3.04M -$112K -3,600 -4%
PFP
684
Pinnacle Financial Partners
Tennessee
$3.03M +$323K +10,398 +12%
EF
685
Exeter Financial
Arizona
$3.03M – – –
HA
686
Halsey Associates
Connecticut
$3.03M +$208K +6,702 +7%
NB
687
Northwest Bancshares
Pennsylvania
$3.02M +$416K +13,395 +16%
NC
688
Northpointe Capital
Michigan
$3.01M -$318K -10,227 -10%
HJA
689
Hugh Johnson Advisors
New York
$3.01M +$3.01M +96,855 New
LA
690
LVW Advisors
New York
$3M +$81.6K +2,628 +3%
TYCC
691
Texas Yale Capital Corp
Florida
$2.99M +$69.5K +2,238 +2%
RI
692
Rudd International
Florida
$2.99M +$2.99M +96,372 New
BOTW
693
Bank of the West
California
$2.98M +$1.43M +45,951 +93%
Rockefeller Capital Management
694
Rockefeller Capital Management
New York
$2.97M +$1.18M +38,022 +66%
PFS
695
Prospera Financial Services
Texas
$2.97M +$206K +6,624 +7%
BA
696
Baugh & Associates
Georgia
$2.97M -$34K -1,095 -1%
CAL
697
Capital Analysts LLC
Pennsylvania
$2.96M -$114K -3,678 -4%
SWP
698
Stratos Wealth Partners
Ohio
$2.94M +$107K +3,444 +4%
AL
699
Arnhold LLC
New York
$2.93M – – –
AAM
700
Advisors Asset Management
Colorado
$2.93M +$52.9K +1,704 +2%
26 27
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