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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 %
IP
1101
Investment Partners
Ohio
$1.08M -$8.11K -261 -0.7%
CCM
1102
Coe Capital Management
Illinois
$1.07M +$1.07M +34,518 New
LSA
1103
L & S Advisors
California
$1.07M -$154K -4,968 -13%
SBWM
1104
Sunflower Bank Wealth Management
Arizona
$1.07M – – –
SAM
1105
Seelaus Asset Management
New Jersey
$1.07M -$9.32K -300 -0.9%
POIA
1106
Pin Oak Investment Advisors
Texas
$1.07M +$38.6K +1,242 +4%
MLIC
1107
Mandatum Life Insurance Company
Finland
$1.06M +$303K +9,762 +40%
SWK
1108
Stephen W. Kidder
$1.06M -$32.6K -1,050 -3%
PL
1109
Perpetual Ltd
Australia
$1.06M – – –
FPCM
1110
Financial Partners Capital Management
New York
$1.04M – – –
WI
1111
Wintrust Investments
Illinois
$1.04M -$280 -9 -0%
FPB
1112
First PREMIER Bank
South Dakota
$1.04M – – –
HWA
1113
HCR Wealth Advisors
California
$1.04M -$35K -1,131 -3%
IP
1114
Intellectus Partners
California
$1.03M +$34.2K +1,095 +3%
EA
1115
Evanston Advisors
Illinois
$1.03M -$1.01M -32,622 -50%
SMFG
1116
Sumitomo Mitsui Financial Group
Japan
$1.03M -$28.8K -939 -3%
SLT
1117
St Louis Trust
Missouri
$1.03M – – –
ACM
1118
Advisors Capital Management
New Jersey
$1.03M +$734K +23,646 +250%
PCA
1119
Peddock Capital Advisors
Massachusetts
$1.03M -$1.49K -48 -0.1%
HA
1120
Harbor Advisors
Florida
$1.03M – – –
FIM
1121
Freedom Investment Management
Connecticut
$1.02M -$275K -8,859 -21%
TBNY
1122
Trustco Bank (New York)
New York
$1.02M +$35.9K +1,158 +4%
CCG
1123
Chatham Capital Group
Georgia
$1.02M -$27.9K -900 -3%
BWM
1124
Baystate Wealth Management
Massachusetts
$1.02M -$5.48K -168 -0.5%
BS
1125
Boenning & Scattergood
Pennsylvania
$1.01M -$42.6K -1,371 -4%
43 44
45
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