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 %
WSTAM
951
Wilbanks Smith & Thomas Asset Management
Virginia
$1.55M -$2.89K -93 -0.2%
RA
952
RFG Advisory
Alabama
$1.55M +$163K +5,259 +12%
EP
953
Edgestream Partners
New Jersey
$1.55M -$1.55M -49,824 -50%
SMC
954
Smith, Moore & Co
Missouri
$1.55M +$17K +546 +1%
BO
955
BRR OpCo
Ohio
$1.53M -$57.2K -1,842 -4%
YIA
956
YHB Investment Advisors
Connecticut
$1.53M +$33.6K +1,083 +2%
GCM
957
Gables Capital Management
Florida
$1.53M +$265K +8,550 +21%
APA
958
American Portfolios Advisors
New York
$1.53M +$1.08M +34,926 +243%
QSS
959
Quantitative Systematic Strategies
Florida
$1.53M -$1.15M -37,110 -43%
PMG
960
ProVise Management Group
Florida
$1.53M -$29.9K -963 -2%
CIM
961
CenturyLink Investment Management
Colorado
$1.53M -$783K -25,236 -34%
AHC
962
Adell Harriman & Carpenter
Texas
$1.53M +$316K +10,182 +26%
HT
963
HAP Trading
New York
$1.52M -$4.52M -145,446 -75%
NC
964
NewSquare Capital
Pennsylvania
$1.52M +$3.17K +102 +0.2%
SIAP
965
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.51M -$37.4K -1,206 -2%
DSC
966
Duncker Streett & Co
Missouri
$1.5M -$113K -3,648 -7%
FWM
967
Focused Wealth Management
New York
$1.5M +$148K +4,758 +11%
TPA
968
Trivium Point Advisory
Connecticut
$1.49M +$1.49M +48,123 New
PCC
969
Park Circle Company
Maryland
$1.49M – – –
TIA
970
Trust Investment Advisors
Indiana
$1.49M -$14K -450 -0.9%
HSA
971
Hussman Strategic Advisors
Maryland
$1.49M – – –
WAM
972
Wolverine Asset Management
Illinois
$1.49M +$1.12M +35,958 +302%
EHWM
973
Eads & Heald Wealth Management
Georgia
$1.48M +$124K +3,978 +9%
FDS
974
First Dallas Securities
Texas
$1.47M -$147K -4,725 -9%
NI
975
Nepsis Inc
Minnesota
$1.47M -$55.5K -1,785 -4%
37 38
39
40 41