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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 %
NFG
1176
Next Financial Group
Texas
$892K +$193K +6,198 +28%
BAM
1177
Blueshift Asset Management
New Jersey
$890K +$890K +28,674 New
MMPW
1178
Mitchell McLeod Pugh & Williams
Alabama
$887K -$15.3K -492 -2%
VDI
1179
Vaughan David Investments
Illinois
$884K +$425K +13,698 +93%
GWMIA
1180
Global Wealth Management Investment Advisory
Florida
$883K +$883K +28,437 New
HF
1181
HRT Financial
New York
$877K -$1.05M -33,879 -55%
PAM
1182
Private Asset Management
California
$876K -$184K -5,925 -17%
LBD
1183
Landsberg Bennett & Dubbaneh
Florida
$872K +$872K +28,080 New
WLIM
1184
White Lighthouse Investment Management
Massachusetts
$870K +$46.5K +1,500 +6%
CPIM
1185
Columbia Partners Investment Management
Virginia
$868K -$866K -27,900 -50%
TW
1186
TrinityPoint Wealth
Connecticut
$862K +$862K +27,759 New
ACA
1187
Atlas Capital Advisors
Wyoming
$862K -$82.4K -2,655 -9%
SOAMC
1188
Spirit of America Management Corp
New York
$860K +$145K +4,680 +20%
JGUA
1189
John G. Ullman & Associates
New York
$859K -$5.69K -183 -0.7%
ABP
1190
Arthur B. Page
$858K – – –
NRS
1191
Neville Rodie & Shaw
New York
$857K – – –
SAM
1192
Symphony Asset Management
California
$852K -$245K -7,878 -22%
SWM
1193
SeaCrest Wealth Management
New York
$850K +$41.7K +1,344 +5%
BCM
1194
Birmingham Capital Management
Alabama
$848K -$6.99K -225 -0.8%
PG
1195
Proffitt & Goodson
Tennessee
$847K -$56.2K -1,809 -6%
FAIM
1196
Financial Advocates Investment Management
Washington
$845K +$1.49K +48 +0.2%
UCMOK
1197
United Capital Management of KS
Kansas
$845K +$20.8K +669 +3%
WI
1198
Wafra Inc
New York
$842K +$386K +12,432 +85%
TSWM
1199
Triangle Securities Wealth Management
North Carolina
$837K -$1.96K -63 -0.2%
KPW
1200
Kore Private Wealth
New York
$836K +$836K +26,763 New
46 47
48
49 50