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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 %
PI
1226
Pettee Investors
Connecticut
$777K -$46.6K -1,500 -6%
CCP
1227
Clarkston Capital Partners
Michigan
$775K -$26.6M -856,836 -97%
AF
1228
Aldebaran Financial
$775K -$9.31K -300 -1%
PI
1229
Pathlight Investors
Arizona
$774K +$774K +24,480 New
Jones Financial Companies
1230
Jones Financial Companies
Missouri
$773K -$195K -6,279 -20%
LW
1231
Linscomb Wealth
Texas
$771K +$53.9K +1,737 +8%
DE
1232
Day & Ennis
Georgia
$767K – – –
BFIM
1233
Beese Fulmer Investment Management
Ohio
$767K +$41K +1,320 +6%
BSPF
1234
British Steel Pension Fund
United Kingdom
$764K +$764K +24,408 New
FCA
1235
FLC Capital Advisors
California
$764K +$764K +24,615 New
LC
1236
Lourd Capital
California
$762K +$11.2K +360 +1%
GEA
1237
Glen Eagle Advisors
New Jersey
$761K -$14.1K -453 -2%
FNBOSM
1238
First National Bank of South Miami
Florida
$760K +$760K +23,808 New
CIP
1239
Cornerstone Investment Partners
Georgia
$758K – – –
FCFS
1240
First Command Financial Services
Texas
$757K +$171K +5,514 +29%
FCB
1241
First Command Bank
Texas
$757K +$171K +5,514 +29%
I2I
1242
Insight 2811 Inc
Illinois
$754K -$78.3K -2,520 -9%
KFS
1243
Kurt F. Somerville
$754K – – –
FRA
1244
Front Row Advisors
California
$752K – – –
VHAM
1245
Van Hulzen Asset Management
California
$751K -$9.32K -300 -1%
HFBOT
1246
Home Federal Bank of Tennessee
Tennessee
$751K – – –
VAM
1247
Verity Asset Management
North Carolina
$751K +$17.2K +552 +2%
RAG
1248
Roof Advisory Group
Pennsylvania
$750K -$24.6K -792 -3%
LSCM
1249
LaSalle Street Capital Management
Illinois
$744K – – –
EB
1250
Eastern Bank
Massachusetts
$741K – – –
48 49
50
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