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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 %
FMBTD
751
First Midwest Bank Trust Division
Illinois
$2.57M -$6.71K -216 -0.3%
MWVC
752
Morgens Waterfall Vintiadis & Co
New York
$2.56M +$2.56M +82,500 New
HAI
753
Hennessy Advisors Inc
California
$2.55M -$140K -4,500 -5%
ST
754
Spinnaker Trust
Maine
$2.55M +$19.7K +636 +0.8%
ECML
755
Eagle Capital Management (Louisiana)
Louisiana
$2.54M -$10.8K -348 -0.4%
VFA
756
Voya Financial Advisors
Connecticut
$2.54M +$167K +5,448 +7%
OIM
757
Orca Investment Management
Oregon
$2.52M -$97.2K -3,132 -4%
EWM
758
Evercore Wealth Management
New York
$2.52M -$86.2K -2,775 -3%
HPIA
759
Hamilton Point Investment Advisors
North Carolina
$2.5M +$68.8K +2,205 +3%
AAM
760
AR Asset Management
California
$2.5M – – –
RFA
761
Reilly Financial Advisors
California
$2.49M +$116K +3,735 +5%
CTA
762
Colonial Trust Advisors
South Carolina
$2.49M -$6.52K -210 -0.3%
WSFS
763
Wilmington Savings Fund Society
Delaware
$2.47M +$652 +21 +0%
FCMT
764
Founders Capital Management (Texas)
Texas
$2.47M -$24.2K -780 -1%
PP
765
Patten & Patten
Tennessee
$2.45M +$195K +6,267 +9%
MBTD
766
Mechanics Bank - Trust Department
California
$2.44M -$66.1K -2,130 -3%
GIA
767
GHP Investment Advisors
Colorado
$2.44M +$305K +9,816 +14%
RCM
768
Radnor Capital Management
Pennsylvania
$2.43M – – –
MAFM
769
Mid Atlantic Financial Management
Pennsylvania
$2.43M +$2.43M +78,330 New
DZ Bank
770
DZ Bank
Germany
$2.43M -$345K -11,226 -12%
IA
771
IFG Advisory
Georgia
$2.42M -$11.5K -369 -0.5%
GG
772
Gofen & Glossberg
Illinois
$2.42M -$21K -675 -0.9%
Cetera Investment Advisers
773
Cetera Investment Advisers
Illinois
$2.41M -$167K -5,376 -6%
BSW
774
Buckingham Strategic Wealth
Missouri
$2.41M +$128K +4,125 +6%
Lazard Asset Management
775
Lazard Asset Management
New York
$2.4M +$13.5K +435 +0.6%
29 30
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