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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 %
SSP
1351
Sapphire Star Partners
Washington
$578K -$46.6K -1,500 -7%
AB
1352
AT Bancorp
Iowa
$576K -$13.3K -429 -2%
CC
1353
Cypress Capital
Tennessee
$574K +$574K +18,483 New
ACP
1354
Aviance Capital Partners
Florida
$573K +$49.9K +1,608 +10%
EIM
1355
Essex Investment Management
Massachusetts
$568K – – –
LBC
1356
Lawrence B. Cohen
$566K -$6.98K -225 -1%
CG
1357
Corundum Group
Colorado
$566K +$566K +18,228 New
EWA
1358
Exencial Wealth Advisors
Oklahoma
$565K -$6.99K -225 -1%
JIC
1359
Joel Isaacson & Co
New York
$563K +$119K +3,762 +27%
WF
1360
WealthTrust Fairport
Ohio
$559K – – –
NJBEST
1361
New Jersey Better Educational Savings Trust
New Jersey
$559K – – –
B
1362
Bailard
California
$558K +$242K +7,803 +77%
ITIM
1363
Indiana Trust & Investment Management
Indiana
$556K +$5.41K +174 +1%
SBSB
1364
Sullivan, Bruyette, Speros & Blaney
Virginia
$555K +$36.1K +1,164 +7%
JHCP
1365
Jackson Hole Capital Partners
Oklahoma
$553K +$553K +17,823 New
SSWM
1366
Sheets Smith Wealth Management
North Carolina
$552K -$12K -387 -2%
AC
1367
Abbrea Capital
California
$552K -$5.62K -180 -1%
CAM
1368
Columbia Asset Management
Michigan
$552K -$4.66K -150 -0.8%
OWD
1369
Osborn Williams & Donohoe
Ohio
$550K – – –
CWM
1370
Chesapeake Wealth Management
Virginia
$548K -$12.9K -414 -2%
KP
1371
Keel Point
Alabama
$547K +$327K +10,521 +148%
QI
1372
Qtron Investments
Massachusetts
$547K +$547K +17,607 New
FAN
1373
Financial Advisors Network
California
$545K +$545K +17,541 New
BFG
1374
Barber Financial Group
Kansas
$543K -$1.49K -48 -0.3%
BCM
1375
Brookstone Capital Management
Illinois
$542K +$117K +3,762 +27%
53 54
55
56 57