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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 %
WP
1701
WealthShield Partners
North Carolina
$226K -$90.1K -2,889 -28%
AMIM
1702
Aull & Monroe Investment Management
Alabama
$226K – – –
AMG
1703
Advisors Management Group
Wisconsin
$226K +$932 +30 +0.4%
KIA
1704
Kopp Investment Advisors
Minnesota
$226K +$226K +7,275 New
MIP
1705
Marietta Investment Partners
Wisconsin
$224K – – –
SCM
1706
Stonebridge Capital Management
California
$224K – – –
MWPCG
1707
Measured Wealth Private Client Group
New Hampshire
$223K -$92.3K -2,979 -29%
MBA
1708
McQueen Ball & Associates
Pennsylvania
$223K – – –
CCA
1709
Cobblestone Capital Advisors
New York
$223K – – –
VIP
1710
Vantage Investment Partners
Missouri
$222K -$34.6M -1,112,562 -99%
FCH
1711
Freestone Capital Holdings
Washington
$222K +$222K +7,158 New
FNBOO
1712
First National Bank of Omaha
Nebraska
$220K +$1.58K +51 +0.7%
AI
1713
Accredited Investors
Minnesota
$220K +$220K +7,077 New
SC
1714
Sepio Capital
Utah
$220K +$220K +7,101 New
RCA
1715
Rowland Carmichael Advisors
Arizona
$219K -$41.1K -1,326 -16%
SLWS
1716
Swaine & Leidel Wealth Services
Florida
$219K +$219K +6,600 New
KF
1717
Krilogy Financial
Missouri
$218K -$173K -5,592 -44%
VNB
1718
Virginia National Bank
Virginia
$217K – – –
FBFS
1719
First Business Financial Services
Wisconsin
$217K +$217K +6,975 New
EWM
1720
Empirical Wealth Management
Washington
$217K +$217K +6,981 New
TA
1721
Tiedemann Advisors
New York
$216K +$216K +6,954 New
ISB
1722
Iowa State Bank
Iowa
$215K – – –
UWPG
1723
Ullmann Wealth Partners Group
Florida
$215K – – –
SA
1724
Strategic Advisors
New York
$214K – – –
VCM
1725
Versant Capital Management
Arizona
$214K +$3.71K +120 +2%
67 68
69
70 71