WMT icon

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 %
AWA
851
ARS Wealth Advisors
Florida
$1.99M +$182K +5,853 +10%
VIG
852
Vienna Insurance Group
Poland
$1.99M +$1.11M +35,871 +127%
PAMG
853
Patton Albertson Miller Group
Tennessee
$1.99M -$111K -3,459 -5%
SVWA
854
Sound View Wealth Advisors
Georgia
$1.98M +$1.98M +63,885 New
JSL
855
JT Stratford LLC
Georgia
$1.96M +$997K +32,109 +104%
RIA
856
Regal Investment Advisors
Michigan
$1.95M +$656K +21,138 +51%
Loomis, Sayles & Company
857
Loomis, Sayles & Company
Massachusetts
$1.95M -$2.63M -84,612 -57%
MHS
858
M Holdings Securities
Oregon
$1.94M -$18.8K -606 -1%
FPCG
859
Fort Pitt Capital Group
Pennsylvania
$1.94M +$352K +11,325 +22%
HCM
860
Hudson Capital Management
New Jersey
$1.93M +$3.26K +105 +0.2%
RMAM
861
Raab & Moskowitz Asset Management
New Jersey
$1.93M +$227K +7,308 +13%
AFM
862
Andesa Financial Management
Pennsylvania
$1.93M +$1.93M +62,106 New
CCM
863
Cribstone Capital Management
Maine
$1.92M -$46.2K -1,488 -2%
CWM
864
Cornerstone Wealth Management
Missouri
$1.91M -$146M -4,704,891 -99%
HTC
865
Haverford Trust Company
Pennsylvania
$1.91M +$8.66K +279 +0.5%
RG
866
Rikoon Group
New Mexico
$1.91M +$19.3K +621 +1%
TG
867
TCW Group
California
$1.9M +$164K +5,292 +9%
RWA
868
Ropes Wealth Advisors
Massachusetts
$1.89M -$81K -2,610 -4%
FI
869
FormulaFolio Investments
Michigan
$1.89M – – –
DI
870
Diligent Investors
California
$1.89M -$127K -4,098 -6%
ST
871
Somerset Trust
Pennsylvania
$1.89M +$48.9K +1,575 +3%
WAM
872
Wealthspire Advisors (Maryland)
Maryland
$1.89M +$136K +4,365 +8%
FF
873
Fluent Financial
Texas
$1.89M -$207K -6,669 -10%
PMAM
874
Picton Mahoney Asset Management
Ontario, Canada
$1.88M +$1.88M +60,600 New
TFS
875
Thoroughbred Financial Services
Tennessee
$1.88M +$1.88M +60,444 New
33 34
35
36 37