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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 %
CCM
1976
Chilton Capital Management
Texas
– -$299K -9,555 Closed
KJWM
1977
Kiley Juergens Wealth Management
Washington
– -$290K -9,291 Closed
CRWM
1978
Castle Rock Wealth Management
California
– -$319K -9,252 Closed
EIC
1979
Equity Investment Corp
Georgia
– -$288K -9,195 Closed
GAAM
1980
Guinness Atkinson Asset Management
California
– -$281K -8,970 Closed
BONST
1981
Bank of Nova Scotia Trust
Ontario, Canada
– -$276K -8,820 Closed
DWM
1982
Dynasty Wealth Management
Florida
– -$270K -8,613 Closed
HA
1983
Hays Advisory
Tennessee
– -$261K -8,343 Closed
BCP
1984
Berkeley Capital Partners
Georgia
– -$253K -8,085 Closed
MC
1985
Miles Capital
Iowa
– -$252K -8,040 Closed
NDSI
1986
Newman Dignan & Sheerar Inc
Rhode Island
– -$239K -7,677 Closed
CWM
1987
Concentric Wealth Management
California
– -$227K -7,242 Closed
ABA
1988
American Beacon Advisors
Texas
– -$225K -7,185 Closed
BC
1989
Banced Corp
Illinois
– -$225K -7,185 Closed
AIIMS
1990
Analyst IMS Investment Management Services
Israel
– -$220 -7,002 Closed
SSWM
1991
Smith Salley Wealth Management
North Carolina
– -$216K -6,909 Closed
FAT
1992
First American Trust
California
– -$214K -6,852 Closed
TAM
1993
Trillium Asset Management
Massachusetts
– -$205K -6,552 Closed
BI
1994
Ballast Inc
Kentucky
– -$203K -6,477 Closed
IOOF
1995
Independent Order of Foresters
Ontario, Canada
– -$179K -5,724 Closed
EA
1996
Elm Advisors
California
– -$152K -4,845 Closed
BA
1997
Ballew Advisors
Mississippi
– -$104K -3,153 Closed
CFA
1998
Camarda Financial Advisors
Florida
– -$93K -2,979 Closed
ML
1999
McAdam LLC
Pennsylvania
– -$94K -2,967 Closed
OSAM
2000
O'Shaughnessy Asset Management
Connecticut
– -$88K -2,850 Closed
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