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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 %
OCA
701
Otter Creek Advisors
Florida
$2.93M +$2.93M +94,257 New
CCM
702
Covington Capital Management
California
$2.92M +$13.1K +423 +0.5%
OAM
703
Oxford Asset Management
United Kingdom
$2.91M +$2.91M +93,732 New
IC
704
Investment Counsel
Michigan
$2.91M – – –
LPT
705
Legacy Private Trust
Wisconsin
$2.9M -$26.7K -861 -0.9%
WDA
706
Wendell David Associates
New Hampshire
$2.9M +$9.32K +300 +0.3%
BPM
707
Bronson Point Management
Connecticut
$2.89M -$14.9M -480,846 -84%
HC
708
HNP Capital
New York
$2.89M +$2.89M +92,928 New
AWM
709
Avitas Wealth Management
California
$2.88M +$824K +26,544 +40%
SFI
710
Susquehanna Fundamental Investments
Pennsylvania
$2.87M +$2.87M +92,478 New
WKWM
711
Walter & Keenan Wealth Management
Indiana
$2.87M -$60.5K -1,947 -2%
CBTWT
712
Community Bank & Trust (Waco, Texas)
Texas
$2.87M -$20.8K -669 -0.7%
EWM
713
Executive Wealth Management
Michigan
$2.87M +$2.87M +92,274 New
F
714
F3Logic
Minnesota
$2.86M +$2.55M +81,780 +804%
KOCAA
715
Knights of Columbus Asset Advisors
Connecticut
$2.86M -$359K -11,550 -11%
HT
716
Heritage Trust
Oklahoma
$2.85M +$60.4K +1,947 +2%
ECM
717
Everence Capital Management
Indiana
$2.84M – – –
CHA
718
Cedar Hill Associates
Illinois
$2.84M +$2.84M +91,515 New
MIG
719
McGuire Investment Group
Rhode Island
$2.84M -$109K -3,519 -4%
BCM
720
Beck Capital Management
Texas
$2.82M -$167K -5,370 -6%
GIM
721
Grassi Investment Management
California
$2.81M +$3.73K +120 +0.1%
HCM
722
Hutner Capital Management
Vermont
$2.8M +$22.8K +735 +0.8%
YMRC
723
Yorktown Management & Research Company
Virginia
$2.8M -$466K -15,000 -14%
SAM
724
SignalPoint Asset Management
Missouri
$2.8M +$80.4K +2,589 +3%
AC
725
Alexandria Capital
Virginia
$2.78M -$4.66K -150 -0.2%
27 28
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