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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 %
GRQ
1426
Gardner Russo & Quinn
Pennsylvania
$471K – – –
FMLI
1427
Fukoku Mutual Life Insurance
Japan
$471K – – –
BEAM
1428
Baker Ellis Asset Management
Washington
$469K -$27.9K -900 -6%
MLL
1429
Moody Lynn & Lieberson
Massachusetts
$469K +$18.5K +597 +4%
PWPS
1430
Pinnacle Wealth Planning Services
Ohio
$468K -$9.32K -300 -2%
FCAG
1431
First Capital Advisors Group
New Jersey
$467K +$261K +8,391 +126%
CPA
1432
Capital Planning Advisors
California
$466K -$123K -3,948 -21%
MIM
1433
Montgomery Investment Management
Maryland
$466K -$27.9K -900 -6%
CC
1434
Colrain Capital
Massachusetts
$466K – – –
KFC
1435
Klingenstein Fields & Co
New York
$464K +$559 +18 +0.1%
NEIRG
1436
New England Investment & Retirement Group
Massachusetts
$464K +$464K +14,940 New
HCMNY
1437
Howard Capital Management (New York)
New York
$462K -$8.38K -270 -2%
QCG
1438
Quadrant Capital Group
Ohio
$462K +$23.1K +777 +5%
OWA
1439
Outlook Wealth Advisors
Texas
$462K +$462K +1,488 New
Lido Advisors
1440
Lido Advisors
California
$462K +$93.5K +3,000 +25%
FC
1441
Ferris Capital
Massachusetts
$461K – – –
IWP
1442
Icon Wealth Partners
Texas
$460K -$15.4K -495 -3%
PIA
1443
Pinion Investment Advisors
Kansas
$460K +$61.3K +1,974 +15%
TL
1444
TrueWealth LLC
Georgia
$459K -$1.31K -42 -0.3%
SWA
1445
SFMG Wealth Advisors
Texas
$459K +$13.4K +432 +3%
CF
1446
Copperwynd Financial
Arizona
$458K -$8.57K -276 -2%
ONST
1447
Old North State Trust
North Carolina
$457K +$131K +4,218 +40%
BDWM
1448
Brewin Dolphin Wealth Management
Ireland
$452K – – –
RW
1449
REDW Wealth
New Mexico
$452K – – –
MSR
1450
Main Street Research
Connecticut
$449K +$36.5K +1,176 +9%
56 57
58
59 60