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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 %
CM
1326
Columbus Macro
Pennsylvania
$599K -$17.3K -555 -3%
EDRIA
1327
Edmonds Duncan Registered Investment Advisors
Kansas
$599K – – –
AA
1328
Ancora Advisors
Ohio
$599K +$204K +6,576 +52%
ANB
1329
Amarillo National Bank
Texas
$596K – – –
CPO
1330
Cerity Partners OCIO
New York
$594K -$50K -1,608 -8%
FCA
1331
FinTrust Capital Advisors
South Carolina
$594K +$594K +19,146 New
WAG
1332
Winthrop Advisory Group
Massachusetts
$593K – – –
SC
1333
Solstein Capital
California
$592K +$592K +19,050 New
HFM
1334
Hartford Financial Management
Connecticut
$591K +$25.1K +810 +4%
BPA
1335
Beacon Pointe Advisors
California
$591K +$591K +18,999 New
CC
1336
Courier Capital
New York
$590K – – –
VNA
1337
Valley National Advisers
Pennsylvania
$589K +$17.3K +558 +3%
BI
1338
Bramshill Investments
Florida
$589K +$327K +10,542 +125%
BMA
1339
Brooks Moore & Associates
Tennessee
$589K +$589K +18,975 New
BMC
1340
Beaton Management Company
Massachusetts
$587K +$93.2K +3,000 +19%
FFA
1341
First Foundation Advisors
California
$584K +$4.84K +156 +0.8%
JGIA
1342
Jackson Grant Investment Advisers
Connecticut
$584K +$29.5K +951 +5%
FNBOH
1343
First National Bank of Hutchinson
Kansas
$584K +$40.8K +1,314 +8%
AFG
1344
Arkansas Financial Group
Arkansas
$583K +$583K +18,768 New
BPM
1345
Bowling Portfolio Management
Ohio
$582K -$51.9K -1,671 -8%
IRC
1346
Investors Research Corp
Georgia
$582K – – –
LJHT
1347
Laurie J. Hall Trustee
$582K – – –
AGA
1348
Accuvest Global Advisors
Utah
$581K +$581K +18,711 New
MFG
1349
Magnus Financial Group
New York
$580K +$580K +18,669 New
Credit Agricole
1350
Credit Agricole
France
$578K -$202K -6,498 -26%
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