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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 %
AIM
1401
Anchor Investment Management
South Carolina
$506K +$37.3K +1,200 +8%
EBSAM
1402
Eubel Brady & Suttman Asset Management
Ohio
$504K +$27.6K +888 +6%
FAG
1403
Financial Advisory Group
Texas
$503K +$3.91K +126 +0.8%
IPW
1404
Inlet Private Wealth
Florida
$503K +$503K +16,200 New
LCM
1405
Laurion Capital Management
New York
$502K +$502K +16,161 New
BCA
1406
Bay Colony Advisors
Massachusetts
$501K +$101K +3,246 +25%
NCM
1407
Narwhal Capital Management
Georgia
$500K +$4.47K +144 +0.9%
ATC
1408
Adirondack Trust Company
New York
$499K +$2.61K +84 +0.5%
PMFA
1409
Plante Moran Financial Advisors
Michigan
$491K +$39.6K +1,275 +9%
FIA
1410
FNY Investment Advisers
New York
$491K +$491K +15,828 New
ACM
1411
AlphaStar Capital Management
North Carolina
$489K -$24.9K -801 -5%
RHJA
1412
Rice Hall James & Associates
California
$489K -$9.31K -300 -2%
PV
1413
Private Vista
Illinois
$488K -$3.35K -108 -0.7%
WG
1414
Welch Group
Alabama
$486K – – –
JC
1415
Jacobs & Co
California
$485K +$45.3K +1,461 +10%
CPIG
1416
Chicago Partners Investment Group
Illinois
$484K -$242K -7,638 -33%
LB
1417
Legacy Bridge
Iowa
$483K +$483K +15,540 New
TI
1418
Truehand Inc
New Hampshire
$481K +$481K +15,480 New
WA
1419
Wambolt & Associates
Colorado
$480K +$480K +15,456 New
RAM
1420
RWC Asset Management
United Kingdom
$476K -$1.88M -60,498 -80%
TAM
1421
Tealwood Asset Management
Minnesota
$476K +$269K +8,661 +130%
PPSG
1422
Princeton Portfolio Strategies Group
New Jersey
$475K -$10.9K -351 -2%
HCC
1423
Hirtle Callaghan & Co
Pennsylvania
$475K – – –
TC
1424
TownSquare Capital
Utah
$475K +$475K +14,907 New
OC
1425
Oarsman Capital
Wisconsin
$471K -$5.97K -192 -1%
55 56
57
58 59