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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 %
VWM
1076
Venturi Wealth Management
Texas
$1.15M +$671K +21,750 +140%
PL
1077
Plancorp LLC
Missouri
$1.15M -$32.1K -1,035 -3%
BFS
1078
Bradley Foster & Sargent
Connecticut
$1.14M +$109K +3,504 +11%
WA
1079
Wheatland Advisors
Pennsylvania
$1.14M – – –
RGC
1080
Roberts, Glore & Co
Illinois
$1.14M +$52.6K +1,695 +5%
GI
1081
GAMCO Investors
Connecticut
$1.14M -$27.9K -900 -2%
SCM
1082
SOL Capital Management
Maryland
$1.14M -$8.85K -285 -0.8%
OPA
1083
Old Port Advisors
Maine
$1.13M +$1.13M +34,875 New
WSCM
1084
Wellington Shields Capital Management
New York
$1.13M +$8.2K +264 +0.7%
AFA
1085
Abacus FCF Advisors
Florida
$1.12M +$1.12M +36,084 New
LNC
1086
Lincoln National Corp
Pennsylvania
$1.12M +$72.8K +2,346 +7%
MME
1087
Meag Munich Ergo
Germany
$1.11M -$1.8M -58,746 -62%
BAS
1088
Brown Advisory Securities
Maryland
$1.11M -$7.37K -237 -0.7%
FFSOTS
1089
Fiduciary Financial Services of The Southwest
Texas
$1.11M +$18.8K +606 +2%
PL
1090
Polianta Ltd
Jersey
$1.1M -$50.3K -1,620 -4%
FNBTCON
1091
First National Bank & Trust Co of Newtown
Pennsylvania
$1.1M -$43.3K -1,395 -4%
PWMAG
1092
Pinnacle Wealth Management Advisory Group
New Jersey
$1.1M -$227K -7,311 -17%
LCM
1093
Logan Capital Management
Pennsylvania
$1.1M +$12.1K +390 +1%
WPW
1094
Winthrop Partners - WNY
New York
$1.09M +$546K +17,598 +100%
CCG
1095
Ceeto Capital Group
Florida
$1.09M – – –
LMAM
1096
Legg Mason Asset Management
Japan
$1.09M -$46.6K -1,500 -4%
SCCM
1097
Schafer Cullen Capital Management
New York
$1.09M +$58K +1,869 +6%
KLI
1098
Kelman-Lazarov Inc
Tennessee
$1.09M -$172K -5,544 -14%
ECM
1099
Exchange Capital Management
Michigan
$1.08M -$195K -6,285 -15%
LWAC
1100
Laurel Wealth Advisors (California)
California
$1.08M -$169K -5,439 -14%
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