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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 %
BFM
1051
Boston Financial Management
Massachusetts
$1.21M +$133K +4,275 +12%
CIC
1052
Carnegie Investment Counsel
Ohio
$1.21M +$601K +19,362 +99%
JFA
1053
Johanson Financial Advisors
California
$1.21M +$27.1K +870 +2%
CBFP
1054
Cedar Brook Financial Partners
Ohio
$1.2M +$1.2M +38,769 New
GGI
1055
Godsey & Gibb Inc
Virginia
$1.2M -$26.9K -867 -2%
QCIG
1056
Quad-Cities Investment Group
Iowa
$1.2M -$46.6K -1,500 -4%
NIA
1057
Northstar Investment Advisors
Colorado
$1.19M – – –
PFGIA
1058
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$87.2K +2,808 +8%
CIA
1059
Cascade Investment Advisors
Oregon
$1.19M -$16.3K -525 -1%
AWM
1060
Alterna Wealth Management
Texas
$1.19M +$1.19M +47,127 New
SFSG
1061
Stearns Financial Services Group
North Carolina
$1.19M -$35.2K -1,134 -3%
VAG
1062
VisionPoint Advisory Group
Texas
$1.19M +$1.19M +38,163 New
IBOK
1063
Independence Bank of Kentucky
Kentucky
$1.18M -$39.9K -1,284 -3%
NSIM
1064
North Star Investment Management
Illinois
$1.18M -$76.4K -2,460 -6%
BFC
1065
Blue Fin Capital
Rhode Island
$1.18M -$19.5K -627 -2%
MSAM
1066
Moloney Securities Asset Management
Missouri
$1.18M +$235K +7,566 +25%
KJHP
1067
K.J. Harrison & Partners
Ontario, Canada
$1.18M -$181K -5,820 -13%
MIC
1068
Means Investment Company
Maine
$1.17M +$1.17M +37,797 New
AIM
1069
Aspen Investment Management
Michigan
$1.17M -$93.1K -3,000 -7%
Fiera Capital (Canada)
1070
Fiera Capital (Canada)
Quebec, Canada
$1.17M +$240K +7,719 +26%
BHIA
1071
Birch Hill Investment Advisors
Massachusetts
$1.17M -$23.3K -750 -2%
AF
1072
Advisornet Financial
Minnesota
$1.17M +$58.2K +1,875 +5%
BBWA
1073
Bell & Brown Wealth Advisors
California
$1.16M +$10.6K +342 +0.9%
FFBTD
1074
First Financial Bank - Trust Division
Ohio
$1.16M -$139K -4,461 -11%
HSA
1075
HBK Sorce Advisory
Pennsylvania
$1.15M +$43.3K +1,395 +4%
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