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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 %
CMTU
1251
Capital Markets Trading (UK)
United Kingdom
$736K -$3.32M -106,743 -82%
CC
1252
Cedar Capital
Illinois
$736K +$211K +6,792 +40%
CL
1253
Choreo LLC
Illinois
$734K -$37.7K -1,209 -5%
TPWA
1254
TRUE Private Wealth Advisors
Oregon
$734K +$134K +4,287 +22%
MGIA
1255
Moneta Group Investment Advisors
Missouri
$733K -$301K -9,681 -29%
IIA
1256
IPG Investment Advisors
California
$726K -$388K -12,498 -35%
SA
1257
SRH Advisors
Kansas
$722K – – –
P
1258
Pitcairn
Pennsylvania
$721K -$19.1K -615 -3%
FDCC
1259
Foster Dykema Cabot & Co
Massachusetts
$721K – – –
GBA
1260
Garrison Bradford & Associates
New York
$720K – – –
ARG
1261
Advisory Resource Group
Oklahoma
$717K +$717K +23,091 New
BOS
1262
Bank of Stockton
California
$715K +$20K +645 +3%
CRC
1263
Curi RMB Capital
Illinois
$715K +$147K +4,731 +26%
ARMT
1264
Amica Retiree Medical Trust
Rhode Island
$710K – – –
QCMA
1265
Quad Capital Management Advisors
New York
$709K +$709K +22,836 New
VWA
1266
V Wealth Advisors
Kansas
$706K +$97.3K +3,057 +16%
NFG
1267
Nations Financial Group
Iowa
$702K -$61.9K -1,992 -8%
CAM
1268
Cozad Asset Management
Illinois
$700K +$138K +4,446 +25%
DAS
1269
Dynamic Advisor Solutions
Arizona
$696K -$47.2K -1,461 -6%
SJL
1270
Shayne & Jacobs LLC
Tennessee
$695K -$39.7K -1,278 -5%
OC
1271
Oakworth Capital
Alabama
$691K -$373 -12 -0.1%
LRPA
1272
L. Roy Papp & Associates
Arizona
$690K +$24.4K +786 +4%
HWMG
1273
Hurlow Wealth Management Group
Indiana
$690K +$690K +21,312 New
AIM
1274
Axiom Investment Management
New York
$690K +$690K +22,233 New
GC
1275
Gilbert & Cook
Iowa
$687K -$47.6K -1,533 -6%
49 50
51
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