WMT icon

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 %
CP
1676
Camelot Portfolios
Ohio
$240K +$2.61K +84 +1%
MWM
1677
Meridian Wealth Management
Kentucky
$240K +$240K +7,713 New
RTC
1678
Riverview Trust Company
Washington
$238K +$238K +7,671 New
CL
1679
CIM LLC
New York
$237K +$237K +7,626 New
OAM
1680
Oberweis Asset Management
Illinois
$236K +$93 +3 +0%
MWM
1681
Modera Wealth Management
New Jersey
$235K -$23.3K -750 -9%
TCM
1682
Tufton Capital Management
Maryland
$235K -$3.72K -120 -2%
CA
1683
Cornerstone Advisory
Maryland
$234K +$21.6K +696 +10%
AP
1684
Advisors Preferred
Maryland
$234K +$234K +7,539 New
BP
1685
BBR Partners
New York
$234K +$234K +7,542 New
KCP
1686
KDI Capital Partners
North Carolina
$233K -$820K -26,400 -78%
VCAM
1687
Van Cleef Asset Management
Ohio
$233K -$93.2K -3,000 -29%
BA
1688
Bristol Advisors
Pennsylvania
$233K +$233K +7,500 New
M
1689
MOTCO
Texas
$232K -$85.1K -2,730 -27%
NWP
1690
Northstar Wealth Partners
Connecticut
$232K – – –
CFG
1691
Cooper Financial Group
California
$231K +$231K +7,434 New
AC
1692
Avestar Capital
New York
$229K +$5.2K +171 +2%
FCMC
1693
Founders Capital Management (Connecticut)
Connecticut
$229K +$229K +7,365 New
CRIG
1694
Charter Research & Investment Group
Connecticut
$228K – – –
VCM
1695
Vivaldi Capital Management
Illinois
$228K +$228K +7,329 New
SWRP
1696
Summit Wealth & Retirement Planning
California
$228K +$228K +7,329 New
Diamond Hill Capital Management
1697
Diamond Hill Capital Management
Ohio
$227K -$96.2K -3,093 -30%
MWP
1698
MYCIO Wealth Partners
Pennsylvania
$227K – – –
BWA
1699
Burt Wealth Advisors
Maryland
$227K – – –
GFS
1700
GYL Financial Synergies
Connecticut
$227K +$227K +7,320 New
66 67
68
69 70