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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 %
BCM
1201
Breiter Capital Management
Florida
$833K +$47.2K +1,521 +6%
QCM
1202
Quest Capital Management
Texas
$833K +$833K +26,838 New
DA
1203
Dillon & Associates
Michigan
$831K -$41.8K -1,350 -5%
JAM
1204
JCIC Asset Management
Ontario, Canada
$830K +$5.59K +180 +0.7%
MWA
1205
Meridian Wealth Advisors
Texas
$829K +$829K +26,709 New
SXL
1206
Summit X LLC
Missouri
$828K +$26.9K +861 +3%
CCP
1207
Corient Capital Partners
California
$827K +$415K +13,371 +101%
FSA
1208
Fort Sheridan Advisors
Illinois
$826K +$826K +26,610 New
WPW
1209
Waldron Private Wealth
Pennsylvania
$822K +$123K +3,957 +18%
AFP
1210
Ausdal Financial Partners
Iowa
$820K -$172K -5,535 -17%
WFMPM
1211
Woodley Farra Manion Portfolio Management
Indiana
$819K +$65.9K +2,121 +9%
NHC
1212
Nicholas Hoffman & Company
Georgia
$817K -$25.3K -816 -3%
SJIM
1213
St. Johns Investment Management
Florida
$817K -$14.3K -462 -2%
OAMU
1214
Ostrum Asset Management US
New York
$815K +$815K +26,244 New
GCM
1215
Gibraltar Capital Management
Oklahoma
$810K +$25K +804 +3%
AWM
1216
Aries Wealth Management
Maine
$808K +$14.9K +480 +2%
ECM
1217
Elgethun Capital Management
South Dakota
$799K -$151K -4,839 -16%
GSBTD
1218
Glenview State Bank Trust Department
Illinois
$798K -$4.66K -150 -0.6%
FANJ
1219
Financial Architects (New Jersey)
New Jersey
$797K -$25.7K -828 -3%
IB
1220
Intrust Bank
Kansas
$792K +$6.15K +198 +0.8%
EIA
1221
Edgemoor Investment Advisors
Maryland
$790K – – –
TAIM
1222
TD Ameritrade Investment Management
Nebraska
$779K +$337K +10,842 +76%
FHA
1223
Flagship Harbor Advisors
Massachusetts
$778K +$4.37K +141 +0.6%
TSS
1224
Two Sigma Securities
New York
$778K +$135K +4,350 +21%
MWM
1225
MorganRosel Wealth Management
Colorado
$778K +$778K +25,044 New
47 48
49
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