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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 %
RG
1026
Renaissance Group
Kentucky
$1.3M -$1.22M -39,255 -48%
TCOT
1027
Trust Company of Toledo
Ohio
$1.3M -$186 -6 -0%
UA
1028
Unison Advisors
District of Columbia
$1.29M +$7.02K +225 +0.5%
SCM
1029
Smith Capital Management
Arkansas
$1.29M +$1.29M +41,532 New
ONB
1030
Old National Bancorp
Indiana
$1.28M +$5.68K +183 +0.4%
WAM
1031
Weatherly Asset Management
California
$1.28M +$43.3K +1,395 +3%
FMW
1032
Farr Miller & Washington
District of Columbia
$1.28M -$693K -22,314 -35%
PCM
1033
Parsons Capital Management
Rhode Island
$1.28M – – –
WCA
1034
Westover Capital Advisors
Delaware
$1.28M +$17.7K +570 +1%
WS
1035
Wedbush Securities
California
$1.28M +$89.2K +2,874 +8%
KA
1036
Kovack Advisors
Florida
$1.27M -$72.9K -2,349 -5%
MPM
1037
Meritage Portfolio Management
Kansas
$1.26M +$22.4K +723 +2%
PFBT
1038
Parkside Financial Bank & Trust
Missouri
$1.26M +$34.8K +1,122 +3%
NL
1039
NVWM LLC
Pennsylvania
$1.25M -$3.75K -120 -0.3%
ACM
1040
Argent Capital Management
Missouri
$1.25M – – –
ADL
1041
Asset Dedication LLC
California
$1.25M -$116K -3,735 -9%
WAAG
1042
Wealth Alliance Advisory Group
Kansas
$1.24M +$2.7K +87 +0.2%
GC
1043
Gratus Capital
Georgia
$1.24M +$27.9K +900 +2%
DCM
1044
Driehaus Capital Management
Illinois
$1.24M +$90.8K +2,925 +8%
ICM
1045
IMS Capital Management
Oregon
$1.24M -$302K -9,723 -20%
1WA
1046
180 Wealth Advisors
Washington
$1.24M – – –
ACM
1047
Aviance Capital Management
Florida
$1.23M +$522K +16,803 +73%
SFM
1048
Signet Financial Management
New Jersey
$1.23M -$233K -7,500 -16%
TCOV
1049
Trust Company of Vermont
Vermont
$1.22M +$61.2K +1,971 +5%
HCM
1050
Hall Capital Management
Rhode Island
$1.22M +$209K +6,738 +21%
40 41
42
43 44