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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 %
TTWM
1001
TCV Trust & Wealth Management
Virginia
$1.38M +$22.6K +726 +2%
CI
1002
CX Institutional
Indiana
$1.38M -$118K -3,807 -8%
SAMC
1003
Spectrum Asset Management (California)
California
$1.38M +$244K +7,860 +22%
MIM
1004
Miller Investment Management
Pennsylvania
$1.37M – – –
CNBT
1005
Canandaigua National Bank & Trust
New York
$1.36M -$6.98K -225 -0.5%
DP
1006
Dearborn Partners
Illinois
$1.35M +$609K +19,602 +82%
AssetMark Inc
1007
AssetMark Inc
California
$1.35M -$188K -6,066 -12%
S
1008
SimplyRich
California
$1.35M – – –
AP
1009
Arlington Partners
Alabama
$1.34M -$162K -5,220 -11%
SWP
1010
Strategic Wealth Partners
Ohio
$1.34M +$12.3K +372 +0.9%
ANRIA
1011
American National Registered Investment Advisor
Texas
$1.34M – – –
RE
1012
RBC Europe
United Kingdom
$1.34M -$3.73K -120 -0.3%
Two Sigma Investments
1013
Two Sigma Investments
New York
$1.33M -$110M -3,556,152 -99%
AF
1014
AMG Funds
Connecticut
$1.33M -$342K -11,025 -20%
SNBOSD
1015
Security National Bank of So Dak
Iowa
$1.33M -$3.73K -120 -0.3%
CLOS
1016
Compagnie Lombard Odier SCmA
Switzerland
$1.33M +$35.7K +1,149 +3%
MBT
1017
Montecito Bank & Trust
California
$1.32M +$50.7K +1,632 +4%
PFT
1018
Providence First Trust
Arizona
$1.31M +$1.31M +42,294 New
ST
1019
Smithfield Trust
Pennsylvania
$1.31M -$44.2K -1,422 -3%
HI
1020
Horizon Investments
North Carolina
$1.31M +$180K +5,787 +16%
SC
1021
Sovarnum Capital
New York
$1.3M -$838K -27,000 -39%
SACTSONJ
1022
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.3M -$186K -6,000 -13%
CIA
1023
Covington Investment Advisors
Pennsylvania
$1.3M -$79.1K -2,547 -6%
CWM
1024
Cordatus Wealth Management
Pennsylvania
$1.3M +$1.3M +41,982 New
FA
1025
FDx Advisors
Illinois
$1.3M -$981K -31,569 -43%
39 40
41
42 43