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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 %
PIM
1651
Penobscot Investment Management
Massachusetts
$259K – – –
CWA
1652
Clarus Wealth Advisors
Arizona
$258K -$1.58K -51 -0.6%
LCAM
1653
London & Capital Asset Management
United Kingdom
$258K +$258K +8,295 New
NERM
1654
New England Research & Management
Illinois
$257K -$1.36M -43,950 -84%
CAC
1655
Certified Advisory Corp
Florida
$257K – – –
WA1
1656
Wimmer Associates 1
California
$256K +$15.4K +495 +6%
AWM
1657
Affinity Wealth Management
Delaware
$256K +$256K +8,247 New
PP
1658
Paloma Partners
Connecticut
$255K -$4.08M -131,553 -94%
OSNBOA
1659
Old Second National Bank of Aurora
Illinois
$255K – – –
RCM
1660
RB Capital Management
Nevada
$255K – – –
RMDI
1661
R.M. Davis Inc
Maine
$255K +$7.74K +249 +3%
TCM
1662
TD Capital Management
Tennessee
$251K +$19.8K +639 +9%
Rafferty Asset Management
1663
Rafferty Asset Management
New York
$250K -$42.4K -1,362 -14%
CA
1664
Claro Advisors
Massachusetts
$250K +$250K +7,986 New
MWM
1665
Merriman Wealth Management
Washington
$249K – – –
PB
1666
Pinnacle Bancorp
Nebraska
$248K +$248K +7,974 New
SMG
1667
Smart Money Group
Texas
$247K -$8.39K -270 -3%
ATFA
1668
All Terrain Financial Advisors
Minnesota
$247K +$9.31K +300 +4%
AA
1669
Apriem Advisors
California
$247K +$12.7K +408 +5%
SIM
1670
SSI Investment Management
California
$246K -$3.35K -108 -1%
KCM
1671
Kanawha Capital Management
Virginia
$246K +$22.4K +720 +10%
GIA
1672
Gladstone Institutional Advisory
Florida
$246K +$246K +7,908 New
EF
1673
Empirical Finance
Pennsylvania
$244K -$90.3K -2,910 -27%
SA
1674
Sicart Associates
New York
$244K – – –
SWA
1675
Stratos Wealth Advisors
Ohio
$244K +$244K +7,854 New
65 66
67
68 69