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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 %
BP
976
Ballentine Partners
Massachusetts
$1.46M -$82.8K -2,667 -5%
KLCM
977
KG&L Capital Management
Louisiana
$1.46M +$1.46M +46,992 New
BSB
978
Bangor Savings Bank
Maine
$1.46M -$82.8K -2,667 -5%
BC
979
Burleson & Co
California
$1.45M +$708K +21,384 +95%
PWA
980
Providence Wealth Advisors
Illinois
$1.45M +$16.6K +540 +1%
AQA
981
Alpha Quant Advisors
Texas
$1.45M +$1.45M +46,257 New
WPA
982
Winning Points Advisors
Florida
$1.44M +$383K +12,300 +36%
FLI
983
Family Legacy Inc
South Carolina
$1.44M +$40.2K +1,296 +3%
FFG
984
Fortem Financial Group
California
$1.44M +$1.44M +46,398 New
GC
985
Guardian Capital
Ontario, Canada
$1.44M – – –
NIT
986
NumerixS Investment Technologies
British Columbia, Canada
$1.43M -$1.13M -36,951 -44%
ET
987
Equitable Trust
Tennessee
$1.42M – – –
SIS
988
Sound Income Strategies
Florida
$1.42M -$80.9K -2,604 -5%
WCM
989
Windsor Capital Management
Arizona
$1.42M +$26.4K +849 +2%
DPIM
990
Duff & Phelps Investment Management
Illinois
$1.42M – – –
ACM
991
Allred Capital Management
Texas
$1.42M +$1.42M +45,663 New
RIM
992
Rampart Investment Management
Connecticut
$1.41M -$4.8M -154,530 -77%
SP
993
Successful Portfolios
Florida
$1.41M +$23.7K +762 +2%
TFA
994
Transamerica Financial Advisors
Florida
$1.41M -$343K -11,040 -20%
CIA
995
Choate Investment Advisors
Massachusetts
$1.4M -$93 -3 -0%
RHDIC
996
R.H. Dinel Investment Counsel
California
$1.4M +$1.4M +45,150 New
BCM
997
Boltwood Capital Management
California
$1.4M – – –
CIAS
998
Capital Investment Advisory Services
North Carolina
$1.4M +$9.32K +300 +0.7%
Koshinski Asset Management
999
Koshinski Asset Management
Illinois
$1.39M -$770K -24,780 -36%
FDS
1000
Freedom Day Solutions
Texas
$1.39M +$210K +6,777 +18%
38 39
40
41 42