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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 %
PTB
1276
Pioneer Trust Bank
Oregon
$683K – – –
DAM
1277
Diamant Asset Management
Connecticut
$681K +$99.1K +3,195 +17%
FPCP
1278
Fort Point Capital Partners
California
$679K -$4.66K -150 -0.7%
CC
1279
Cannell & Co
New York
$675K +$23.4K +753 +4%
FHC
1280
First Heartland Consultants
Missouri
$674K -$116K -3,729 -15%
MFW
1281
Mosaic Family Wealth
Missouri
$670K – – –
AWM
1282
Altium Wealth Management
New York
$670K +$2.7K +87 +0.4%
WJA
1283
Williams Jones & Associates
New York
$670K +$13K +420 +2%
GAM
1284
Gould Asset Management
California
$670K +$258K +8,325 +63%
SCP
1285
Silverleafe Capital Partners
Tennessee
$669K +$251K +8,100 +60%
TF
1286
TLWM Financial
Texas
$668K -$39K -1,230 -6%
CIM
1287
CIM Investment Management
Pennsylvania
$664K +$78K +2,514 +13%
TIM
1288
Thompson Investment Management
Wisconsin
$663K -$3.29M -105,999 -83%
LCM
1289
Liberty Capital Management
Michigan
$663K – – –
FWP
1290
FAS Wealth Partners
Kansas
$662K +$13.5K +435 +2%
TWA
1291
TCI Wealth Advisors
Arizona
$662K +$30.2K +972 +5%
9WM
1292
9258 Wealth Management
Ohio
$659K +$659K +21,216 New
EAM
1293
Evanson Asset Management
California
$657K +$80.1K +2,580 +14%
CAGAS
1294
Capital Advisory Group Advisory Services
Minnesota
$657K +$337K +10,860 +106%
HH
1295
Hilltop Holdings
Texas
$655K +$82.7K +2,664 +14%
APG
1296
Abacus Planning Group
South Carolina
$653K -$103K -3,318 -14%
WA
1297
Waverly Advisors
Alabama
$650K -$749K -24,126 -54%
MPAM
1298
Murphy Pohlad Asset Management
Minnesota
$650K -$18.6K -600 -3%
AB
1299
Atlas Brown
Kentucky
$649K +$73.4K +2,361 +13%
IA
1300
Icon Advisers
Colorado
$649K +$186K +6,000 +40%
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