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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 %
DBRC
1126
D.B. Root & Company
Pennsylvania
$1M +$4.84K +156 +0.5%
WPC
1127
White Pine Capital
Minnesota
$1M -$15.8K -510 -2%
DLA
1128
Douglas Lane & Associates
New York
$992K +$992K +31,947 New
PCM
1129
Penserra Capital Management
California
$991K +$180K +5,805 +22%
CCB
1130
Cutter & Co Brokerage
Missouri
$989K +$12.6K +405 +1%
MA
1131
Mutual Advisors
Nebraska
$986K +$159K +5,130 +19%
MFWM
1132
Motley Fool Wealth Management
Virginia
$980K -$12K -387 -1%
NNP
1133
Nachman Norwood & Parrott
South Carolina
$980K +$980K +31,575 New
SMM
1134
Stadion Money Management
Georgia
$979K -$65K -2,094 -6%
Kayne Anderson Rudnick Investment Management
1135
Kayne Anderson Rudnick Investment Management
California
$979K – – –
FMT
1136
First Mercantile Trust
Tennessee
$975K -$286K -9,213 -23%
NGA
1137
Naples Global Advisors
Florida
$973K -$34.2K -1,080 -3%
CAG
1138
Csenge Advisory Group
Florida
$972K +$397K +12,795 +69%
LWM
1139
Lenox Wealth Management
Ohio
$969K +$9.74K +312 +1%
IFS
1140
Ifrah Financial Services
Arkansas
$967K -$13.6K -438 -1%
CFA
1141
Carroll Financial Associates
North Carolina
$964K +$21.7K +690 +2%
QCMC
1142
Quantum Capital Management (California)
California
$961K -$61.5K -1,983 -6%
BCP
1143
Blue Chip Partners
Michigan
$958K -$99.5K -3,207 -9%
SYBT
1144
Stock Yards Bank & Trust
Kentucky
$954K -$129K -4,167 -12%
WP
1145
WealthSource Partners
California
$952K +$65.8K +2,118 +7%
PP
1146
Professional Planning
California
$952K +$952K +30,666 New
LJAC
1147
L.J. Altfest & Co
New York
$950K -$49.8K -1,605 -5%
CI
1148
CAZ Investments
Texas
$950K – – –
WPP
1149
Whalerock Point Partners
Rhode Island
$948K – – –
BBL
1150
Beck Bode LLC
Massachusetts
$948K +$948K +30,537 New
44 45
46
47 48