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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 %
FNFDCM
1601
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$297K – – –
WI
1602
Wedgewood Investors
Pennsylvania
$297K – – –
OA
1603
Oxbow Advisors
Texas
$296K -$6.52K -210 -2%
SIAM
1604
Sterling Investment Advisors (Missouri)
Missouri
$293K -$5.67K -183 -2%
WC
1605
Whitney & Co
New York
$292K -$195K -6,150 -40%
TI
1606
Truepoint Inc
Ohio
$292K -$13.8K -444 -5%
EM
1607
Excalibur Management
Massachusetts
$291K -$1.4K -45 -0.5%
SSW
1608
Smith Shellnut Wilson
Mississippi
$291K +$5.87K +189 +2%
PWM
1609
Paulson Wealth Management
Illinois
$291K +$62.6K +1,926 +27%
GPA
1610
Garrison Point Advisors
California
$291K +$291K +9,357 New
LSAG
1611
Lake Street Advisors Group
New Hampshire
$290K +$32.5K +1,047 +13%
LPWM
1612
Lake Point Wealth Management
Texas
$290K +$290K +9,348 New
OFW
1613
Omnia Family Wealth
Florida
$288K -$51K -1,632 -15%
EIG
1614
Ellenbecker Investment Group
Wisconsin
$287K -$8.29K -267 -3%
HDIM
1615
Hanson & Doremus Investment Management
Vermont
$286K – – –
NB
1616
Nicolet Bankshares
Wisconsin
$284K – – –
BCM
1617
BTR Capital Management
California
$284K – – –
KIC
1618
Keating Investment Counselors
Florida
$282K – – –
CB
1619
CNB Bank
Pennsylvania
$281K -$16.9K -546 -6%
GI
1620
Gradient Investments
Minnesota
$281K +$109K +3,504 +63%
AIP
1621
Almanack Investment Partners
Pennsylvania
$280K -$12.1K -387 -4%
PA
1622
Probity Advisors
Texas
$280K -$1.4K -45 -0.5%
AAM
1623
American Asset Management
Florida
$279K – – –
JHP
1624
James Hambro & Partners
United Kingdom
$279K +$279K +9,000 New
CA
1625
CapWealth Advisors
Tennessee
$278K -$2.7K -87 -1%
63 64
65
66 67