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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 %
HPC
1826
HM Payson & Co
Maine
$61K -$11.2M -359,493 -99%
CAL
1827
Capital Advisors Ltd
Ohio
$61K – – –
PCM
1828
Prelude Capital Management
New York
$61K +$61K +1,974 New
GWS
1829
Glassman Wealth Services
Virginia
$60K -$93 -3 -0.2%
Pacer Advisors
1830
Pacer Advisors
Pennsylvania
$59K -$7.26M -232,041 -99%
AWM
1831
Aevitas Wealth Management
Massachusetts
$58K – – –
LFG
1832
Larson Financial Group
Missouri
$54K +$54K +1,749 New
TFO
1833
Tarbox Family Office
California
$53K -$3.06K -99 -5%
HI
1834
Human Investing
Oregon
$52K +$52K +1,686 New
APSP
1835
Asset Planning Services (Pennsylvania)
Pennsylvania
$51K -$101K -3,240 -67%
GWA
1836
Guidant Wealth Advisors
Illinois
$50K -$743 -24 -1%
MSFP
1837
Mark Sheptoff Financial Planning
Connecticut
$49K – – –
GT
1838
Glenmede Trust
Pennsylvania
$48.2K -$23.9K -769,671 -33%
OFS
1839
Orrstown Financial Services
Pennsylvania
$47K -$28.2K -900 -38%
CWM
1840
Cranbrook Wealth Management
Michigan
$47K – – –
SMG
1841
Spectrum Management Group
Indiana
$47K – – –
IDBONY
1842
Israel Discount Bank of New York
New York
$47K – – –
LFG
1843
LifePlan Financial Group
Ohio
$47K +$2.97K +96 +7%
MS
1844
Mizuho Securities
Japan
$47K +$47K +1,500 New
BHWM
1845
Bay Harbor Wealth Management
Maryland
$46K +$46K +1,467 New
DSI
1846
Daiwa SB Investments
Japan
$45K -$2.81K -90 -6%
CBT
1847
Central Bank & Trust
Kentucky
$43K – – –
W
1848
WealthOne
New York
$42K +$42K +1,353 New
CIM
1849
Contravisory Investment Management
Massachusetts
$41K +$41K +1,335 New
MIP
1850
Mondrian Investment Partners
United Kingdom
$38K – – –
72 73
74
75 76