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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 %
CBA
1301
Coastal Bridge Advisors
Connecticut
$646K – – –
GVAG
1302
Great Valley Advisor Group
Delaware
$646K +$646K +20,805 New
RA
1303
Rational Advisors
New York
$645K +$599K +19,284 +1,299%
EGA
1304
Eagle Global Advisors
Texas
$644K -$39.6K -1,275 -6%
HCM
1305
Hollencrest Capital Management
California
$640K -$54.6K -1,758 -8%
BPWA
1306
Beacon Pointe Wealth Advisors
California
$640K +$640K +20,619 New
LPIC
1307
LeJeune Puetz Investment Counsel
Michigan
$639K -$18.6K -600 -3%
MMG
1308
Monetary Management Group
Missouri
$638K -$23.3K -750 -4%
CHP
1309
Cable Hill Partners
Oregon
$635K +$371K +11,952 +141%
SCM
1310
Sterneck Capital Management
Missouri
$630K -$391K -12,582 -38%
KWM
1311
Kingsview Wealth Management
Oregon
$628K -$33.5K -1,077 -5%
SIM
1312
Sonora Investment Management
Arizona
$626K +$34.2K +1,101 +6%
CNAM
1313
Campbell Newman Asset Management
Wisconsin
$625K – – –
CI
1314
Cavalier Investments
Georgia
$625K +$625K +20,115 New
RM
1315
Resource Management
Louisiana
$620K -$11.4K -369 -2%
ED
1316
Exane Derivatives
France
$619K +$279K +9,000 +82%
LFA
1317
Landmark Financial Advisors
Kentucky
$613K – – –
PPP
1318
Private Portfolio Partners
New Jersey
$612K +$612K +19,719 New
BAM
1319
Belpointe Asset Management
Nevada
$607K +$19.6K +630 +3%
HB
1320
Homrich & Berg
Georgia
$604K +$26.4K +852 +5%
BFC
1321
Bedel Financial Consulting
Indiana
$603K +$2.33K +75 +0.4%
LC
1322
Lincoln Capital
Nebraska
$601K +$8.2K +264 +1%
BFO
1323
Boston Family Office
Massachusetts
$600K – – –
WWM
1324
Western Wealth Management
Colorado
$600K +$600K +19,314 New
EFS
1325
Essex Financial Services
Connecticut
$599K -$352K -11,334 -37%
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