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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 %
PCA
801
Providence Capital Advisors
North Carolina
$2.23M +$2.06M +66,354 +1,254%
NAM
802
North American Management
Massachusetts
$2.22M +$2.22M +71,550 New
FA
803
Fagan Associates
New York
$2.22M +$2.22M +71,520 New
FMWA
804
Forvis Mazars Wealth Advisors
Missouri
$2.22M -$951K -30,636 -30%
CB
805
Cadence Bank
Mississippi
$2.22M -$34.6K -1,113 -2%
BFA
806
Benedict Financial Advisors
Georgia
$2.22M -$19.3K -621 -0.9%
SLG
807
Stanley-Laman Group
Pennsylvania
$2.21M -$179K -5,763 -7%
IRF
808
IBM Retirement Fund
New York
$2.21M -$161K -5,184 -7%
MIAN
809
Mariner Independent Advisor Network
Kansas
$2.2M +$2.2M +69,765 New
CFSG
810
Community Financial Services Group
Vermont
$2.2M +$108K +3,480 +5%
SCM
811
Schnieders Capital Management
California
$2.19M -$406K -13,074 -16%
RP
812
Riverbridge Partners
Minnesota
$2.19M -$144K -4,629 -6%
SIM
813
Sterling Investment Management
Arizona
$2.19M -$69.7K -2,244 -3%
DRS
814
Deane Retirement Strategies
Louisiana
$2.18M -$5.5K -177 -0.3%
CAI
815
Capital Advisors Inc
Oklahoma
$2.17M +$25.1K +807 +1%
HCM
816
Hengehold Capital Management
Ohio
$2.17M +$23.3K +750 +1%
FM
817
Family Management
New York
$2.16M -$660K -21,252 -23%
CCT
818
Capital City Trust
Florida
$2.15M -$37.1K -1,194 -2%
SSG
819
Summit Securities Group
New York
$2.14M +$112K +3,600 +6%
APP
820
Avantax Planning Partners
Iowa
$2.14M -$45.3K -1,458 -2%
CIA
821
Capital Investment Advisors
Georgia
$2.12M +$273K +8,778 +15%
HR
822
Hayden Royal
North Carolina
$2.12M +$2.12M +68,241 New
TLP
823
Trinity Legacy Partners
Texas
$2.11M +$2.11M +67,962 New
CC
824
ClearArc Capital
Ohio
$2.1M -$1.36M -43,710 -39%
SCP
825
Syntal Capital Partners
Texas
$2.1M -$126K -4,023 -6%
31 32
33
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