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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 %
OIA
826
OneDigital Investment Advisors
Kansas
$2.1M +$242K +7,800 +13%
AAM
827
Azzad Asset Management
Virginia
$2.1M -$389K -12,522 -16%
RBA
828
Richard Bernstein Advisors
New York
$2.09M – – –
SCM
829
Shelton Capital Management
Colorado
$2.08M +$363K +11,700 +21%
MIC
830
Meridian Investment Counsel
California
$2.08M – – –
SAM
831
Silvercrest Asset Management
New York
$2.08M +$185K +5,964 +10%
PHS
832
Pekin Hardy Strauss
Illinois
$2.07M – – –
B
833
Bellecapital
Switzerland
$2.07M -$145K -4,662 -7%
PAM
834
Palisade Asset Management
Minnesota
$2.07M -$23.8K -765 -1%
TWM
835
Torch Wealth Management
Ohio
$2.07M +$83.9K +2,700 +4%
LHC
836
Little House Capital
Massachusetts
$2.06M +$2.06M +66,042 New
WCM
837
Windward Capital Management
California
$2.06M +$93.4K +3,009 +5%
MJRIC
838
Mogy Joel R Investment Counsel
California
$2.06M – – –
SFA
839
Stewardship Financial Advisors
Georgia
$2.06M +$1.12K +36 +0.1%
CS
840
Candriam SCA
Luxembourg
$2.05M -$46.5K -1,497 -2%
Tudor Investment Corp
841
Tudor Investment Corp
Connecticut
$2.05M -$9.68M -311,646 -83%
ACG
842
Allen Capital Group
Nebraska
$2.05M +$286K +8,781 +16%
PVWM
843
Point View Wealth Management
New Jersey
$2.04M -$19.2K -618 -0.9%
BRWA
844
B. Riley Wealth Advisors
Florida
$2.04M +$391K +12,570 +24%
BIM
845
Bridgecreek Investment Management
Oklahoma
$2.04M – – –
VRM
846
Vectors Research Management
New York
$2.02M -$727K -23,427 -27%
SCM
847
Southport Capital Management
Tennessee
$2.02M +$1.7M +54,645 +529%
ICOM
848
Investment Counselors of Maryland
Maryland
$2.02M +$14K +450 +0.7%
PNC
849
Park National Corp
Ohio
$2.01M -$64.4K -2,073 -3%
DBIA
850
Dumont & Blake Investment Advisors
New Jersey
$2.01M -$26.6K -855 -1%
32 33
34
35 36