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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 %
DDC
1476
DF Dent & Co
Maryland
$414K +$6.99K +225 +2%
CFMC
1477
Curbstone Financial Management Corp
New Hampshire
$413K +$14K +450 +4%
GWCM
1478
Godshalk Welsh Capital Management
Pennsylvania
$411K +$21.2K +681 +5%
GW
1479
GW & Wade
Massachusetts
$408K +$38.2K +1,230 +10%
FEM
1480
Fulcrum Equity Management
Texas
$407K +$407K +13,101 New
VCA
1481
Verdence Capital Advisors
Maryland
$406K -$4.56K -147 -1%
AIP
1482
Ahrens Investment Partners
Louisiana
$406K +$30.2K +975 +8%
FBT
1483
First Bank & Trust
South Dakota
$405K -$11.7K -375 -3%
AW
1484
Alpha Windward
Massachusetts
$403K -$26.1K -840 -6%
GFP
1485
Gryphon Financial Partners
Ohio
$403K +$403K +13,743 New
BCM
1486
Bluefin Capital Management
New York
$401K -$747K -24,042 -65%
PFA
1487
Pinnacle Family Advisors
Missouri
$400K -$12.4K -399 -3%
AL
1488
Aspiriant LLC
California
$398K +$53.5K +1,725 +16%
LC
1489
Lindbrook Capital
California
$398K +$398K +12,849 New
GC
1490
Grimes & Company
Massachusetts
$396K +$1.68K +54 +0.4%
BJL
1491
Brighton Jones LLC
Washington
$396K +$48.4K +1,557 +14%
CGL
1492
Clarius Group LLC
Washington
$395K +$395K +12,708 New
PK
1493
Pflug Koory
Nebraska
$394K – – –
LIA
1494
LSP Investment Advisors
New York
$393K – – –
PR
1495
Payden & Rygel
California
$393K – – –
SAM
1496
Sawgrass Asset Management
Florida
$393K – – –
SS
1497
Sunbelt Securities
Texas
$393K +$145K +4,677 +59%
GBT
1498
Grove Bank & Trust
Florida
$392K +$53.1K +1,710 +16%
SBL
1499
Sargent Bickham Lagudis
Colorado
$390K +$84.4K +2,721 +28%
CHJWM
1500
Carlton Hofferkamp & Jenks Wealth Management
Texas
$388K +$4.66K +150 +1%
58 59
60
61 62