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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 %
BWAM
1726
Boyd Watterson Asset Management
Ohio
$211K -$145K -4,680 -41%
IC
1727
Intersect Capital
California
$211K +$211K +6,801 New
HI
1728
Hudock Inc
Pennsylvania
$210K -$17.5K -570 -8%
SFG
1729
StrategIQ Financial Group
Indiana
$210K – – –
KCPG
1730
Kavar Capital Partners Group
Kansas
$210K – – –
ESB
1731
Essex Savings Bank
Connecticut
$210K +$210K +6,750 New
DWM
1732
Destination Wealth Management
California
$209K -$40.9K -1,320 -16%
BCA
1733
Berman Capital Advisors
Georgia
$209K +$52.2K +1,686 +33%
BFO
1734
Biltmore Family Office
North Carolina
$207K +$207K +6,630 New
IWA
1735
Intercontinental Wealth Advisors
Texas
$206K +$206K +6,639 New
NA
1736
Navellier & Associates
Nevada
$205K -$18.7K -600 -8%
SIG
1737
Sky Investment Group
Connecticut
$205K – – –
RWP
1738
RWA Wealth Partners
Massachusetts
$204K +$204K +6,576 New
OCM
1739
Orleans Capital Management
Louisiana
$203K +$203K +6,525 New
IIC
1740
Integrated Investment Consultants
Michigan
$202K -$83.9K -2,700 -29%
SGK
1741
Steigerwald Gordon & Koch
Virginia
$202K +$202K +6,516 New
NWM
1742
Northwest Wealth Management
Iowa
$201K -$65.5K -2,115 -25%
PFA
1743
Pure Financial Advisors
California
$201K -$6.33K -204 -3%
EAM
1744
Erste Asset Management
Austria
$200K +$200K +6,549 New
MIH
1745
Meitav Investment House
Israel
$200K -$676K -26,058 -77%
MCM
1746
McRae Capital Management
New Jersey
$200K – – –
FBA
1747
Front Barnett Associates
Illinois
$200K – – –
DOA
1748
D'Orazio & Associates
Virginia
$199K – – –
AIA
1749
Alera Investment Advisors
Illinois
$198K +$198K +6,363 New
BRC
1750
Bell Rock Capital
Delaware
$196K -$103K -3,300 -34%
68 69
70
71 72