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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 %
OAJ
1876
Ogorek Anthony Joseph
New York
$21K – – –
SIA
1877
Sit Investment Associates
Minnesota
$21K – – –
SAM
1878
Shamrock Asset Management
Texas
$20K – – –
CT
1879
Clearstead Trust
Maine
$19K – – –
CWM
1880
Catamount Wealth Management
Connecticut
$19K – – –
1NWS
1881
1 North Wealth Services
Maryland
$19K +$19K +600 New
RBC
1882
Roble Belko & Company
Pennsylvania
$18K – – –
MWC
1883
MBM Wealth Consultants
Missouri
$18K +$18K +567 New
PCFFS
1884
Pacific Center for Financial Services
California
$16K -$1.41K -45 -8%
RWA
1885
River Wealth Advisors
Pennsylvania
$15K -$61.3K -2,034 -80%
Capstone Investment Advisors
1886
Capstone Investment Advisors
New York
$14K -$4.25M -141,051 -100%
AWM
1887
AllSquare Wealth Management
New York
$14K – – –
FFW
1888
Fusion Family Wealth
New York
$13K +$11.6K +375 +833%
EWM
1889
Elmwood Wealth Management
California
$11K – – –
SIAS
1890
Shine Investment Advisory Services
Colorado
$10K – – –
AA
1891
AlphaMark Advisors
Kentucky
$10K – – –
CFD
1892
Creative Financial Designs
Indiana
$10K +$4.64K +156 +87%
TWMP
1893
Taylor Wealth Management Partners
Massachusetts
$9K – – –
FWC
1894
First Washington Corp
Washington
$9K – – –
SFA
1895
Spectrum Financial Alliance
Kentucky
$9K – – –
RIA
1896
RPG Investment Advisory
California
$9K – – –
TJHA
1897
Thomas J. Herzfeld Advisors
Florida
$8K -$465 -15 -5%
MIM
1898
Macroview Investment Management
Maryland
$8K – – –
FEG
1899
Financial Enhancement Group
Indiana
$8K – – –
FNC
1900
First National Corp
Massachusetts
$7K +$7K +225 New
74 75
76
77 78