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Walmart
WMT

Overview Fund Activity

1,800 hedge funds and large institutions have $81.2B invested in Walmart in 2018 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 714 increasing their positions, 738 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,800
Holders Change
+27
Holders Change %
+1.52%
% of All Funds
41.22%
Holding in Top 10
64
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.28%
% of All Funds
1.47%
New
110
Increased
714
Reduced
738
Closed
70
Calls
$1.91B
Puts
$1.78B
Net Calls
+$126M
Net Calls Change
+$226M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$1.15B
2
State Street
State Street
Massachusetts
$6.37B
3
Millennium Management
Millennium Management
New York
$214M
4
Holocene Advisors
Holocene Advisors
New York
$127M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$403M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$475M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$124M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$97.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$83.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.8B +$104M +3,331,779 +0.9%
BlackRock
2
BlackRock
New York
$8.46B -$51.1M -1,632,732 -0.6%
State Street
3
State Street
Massachusetts
$6.37B +$204M +6,515,343 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.96B +$22.7M +726,222 +1%
Bank of America
5
Bank of America
North Carolina
$1.63B +$54.1M +1,728,258 +3%
Northern Trust
6
Northern Trust
Illinois
$1.62B -$41.1M -1,314,501 -2%
State Farm Mutual Automobile Insurance
7
State Farm Mutual Automobile Insurance
Illinois
$1.58B – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.56B +$3.83M +122,634 +0.2%
Goldman Sachs
9
Goldman Sachs
New York
$1.35B +$11M +352,821 +0.8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.31B -$33.4M -1,065,999 -2%
Morgan Stanley
11
Morgan Stanley
New York
$1.24B -$68.5M -2,189,025 -5%
Wells Fargo
12
Wells Fargo
California
$1.2B -$77.6M -2,478,819 -6%
AQR Capital Management
13
AQR Capital Management
Connecticut
$1.15B +$245M +7,826,196 +27%
Gates Foundation Trust
14
Gates Foundation Trust
Washington
$1.09B – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.07B -$12.3M -391,557 -1%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$1.01B -$28.8M -920,193 -3%
Charles Schwab
17
Charles Schwab
California
$997M +$31.1M +992,379 +3%
Ameriprise
18
Ameriprise
Minnesota
$963M -$44.2M -1,255,584 -4%
Fisher Asset Management
19
Fisher Asset Management
Washington
$933M +$30.4M +970,131 +3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$895M +$57.1M +1,824,954 +7%
AllianceBernstein
21
AllianceBernstein
Tennessee
$885M +$5.89M +188,019 +0.7%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$696M +$11M +351,999 +2%
TCIM
23
TIAA CREF Investment Management
New York
$683M +$45.2M +1,442,949 +7%
Legal & General Group
24
Legal & General Group
United Kingdom
$661M +$1.6M +51,135 +0.2%
PI
25
Putnam Investments
Massachusetts
$526M +$8.34M +266,574 +2%
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