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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 %
HCM
1576
HMS Capital Management
Tennessee
$320K – – –
MA
1577
MCF Advisors
Kentucky
$320K – – –
MC
1578
Middleton & Co
Massachusetts
$318K – – –
SMH
1579
Sanders Morris Harris
Texas
$317K – – –
PFA
1580
Paradigm Financial Advisors
Missouri
$314K -$24.5K -789 -7%
RL
1581
Ruffer LLP
United Kingdom
$314K -$11.2K -360 -3%
TIA
1582
Tiemann Investment Advisors
California
$314K +$24.7K +795 +9%
IAMOG
1583
Investors Asset Management of Georgia
Georgia
$311K -$4.65K -150 -1%
VC
1584
Vicus Capital
Pennsylvania
$310K -$669K -21,561 -68%
SWMG
1585
Signature Wealth Management Group
Georgia
$310K – – –
HBT
1586
Hills Bank & Trust
Iowa
$309K -$32.4K -1,044 -9%
MC
1587
Matisse Capital
Oregon
$309K -$4.65K -150 -1%
JA
1588
JOYN Advisors
Georgia
$306K -$9.13K -294 -3%
AF
1589
Allworth Financial
California
$303K -$130K -4,179 -30%
GA
1590
GFS Advisors
Texas
$303K -$101K -3,240 -25%
SPC
1591
Stewart & Patten Company
California
$303K -$37.3K -1,200 -11%
AIM
1592
Advantage Investment Management
Iowa
$303K -$25.4K -819 -8%
SMFS
1593
Squar Milner Financial Services
California
$303K – – –
CAM
1594
Congress Asset Management
Massachusetts
$303K +$6.9K +222 +2%
BST
1595
Bath Savings Trust
Maine
$302K +$11K +354 +4%
BCP
1596
Blackhawk Capital Partners
Wisconsin
$302K +$30K +966 +11%
PFA
1597
Pettinga Financial Advisors
Indiana
$302K +$302K +9,729 New
AF
1598
Affiance Financial
Minnesota
$301K – – –
CC
1599
Chicago Capital
Illinois
$301K +$5.96K +192 +2%
AP
1600
Appleton Partners
Massachusetts
$299K +$25.2K +813 +9%
62 63
64
65 66