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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 %
BCI
1851
Brinker Capital Investments
Pennsylvania
$38K – – –
IAS
1852
IMA Advisory Services
Colorado
$38K – – –
SGS
1853
Sterling Global Strategies
California
$35.2K +$35.2K +1,134 New
LWA
1854
Lowe Wealth Advisors
Maryland
$35K – – –
WWM
1855
Willingdon Wealth Management
North Carolina
$34K -$56.6K -1,812 -62%
RAM
1856
Riggs Asset Management
Pennsylvania
$33K – – –
CCMW
1857
Cypress Capital Management (Wyoming)
Wyoming
$32K -$9.47K -300 -23%
WAS
1858
Winch Advisory Services
Wisconsin
$32K +$9.95K +321 +45%
CMBA
1859
C.M. Bidwell & Associates
Hawaii
$32K +$32K +1,035 New
WA
1860
WealthTrust-Arizona
Arizona
$30K -$4.7K -150 -14%
GSC
1861
G&S Capital
Colorado
$28K -$3.26M -105,858 -99%
ARMC
1862
American Research & Management Company
Massachusetts
$28K – – –
SQA
1863
Simon Quick Advisors
New Jersey
$28K +$28K +915 New
HS
1864
Horan Securities
United States
$27K – – –
IC
1865
Inscription Capital
Texas
$27K +$27K +855 New
MWM
1866
Mascoma Wealth Management
New Hampshire
$26K +$9.46K +300 +57%
IIM
1867
Ipswich Investment Management
Massachusetts
$26K +$26K +828 New
IF
1868
Ironwood Financial
Arizona
$26K +$26K +843 New
CFA
1869
Clarfeld Financial Advisors
New York
$25K +$25K +795 New
CA
1870
Crewe Advisors
Utah
$24K -$21.4K -705 -47%
CC
1871
Claybrook Capital
Massachusetts
$24K +$24K +780 New
WDL
1872
Well Done LLC
Michigan
$24K +$24K +780 New
UB
1873
UMB Bank
Missouri
$23.1K +$823 +26,517 +4%
QAM
1874
QCI Asset Management
New York
$22K +$2.03K +66 +10%
KL
1875
KWMG LLC
Kansas
$22K +$4.34K +138 +25%
73 74
75
76 77