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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
$2.07B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.26B
3
Vanguard Group
Vanguard Group
Pennsylvania
$12B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.23B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.16B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$837M
2
BlackRock
BlackRock
New York
$8.11B
3
AQR Capital Management
AQR Capital Management
Connecticut
$915M
4
LSV Asset Management
LSV Asset Management
Illinois
$195M
5
Millennium Management
Millennium Management
New York
$3.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$12B +$316M +10,176,882 +3%
BlackRock
2
BlackRock
New York
$8.11B -$283M -9,117,060 -3%
State Street
3
State Street
Massachusetts
$6.31B -$39.3M -1,259,085 -0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.23B +$285M +9,176,934 +15%
Bank of America
5
Bank of America
North Carolina
$2.07B +$460M +14,812,947 +28%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.69B +$142M +4,597,086 +9%
Northern Trust
7
Northern Trust
Illinois
$1.64B +$28.9M +931,827 +2%
State Farm Mutual Automobile Insurance
8
State Farm Mutual Automobile Insurance
Illinois
$1.56B – – –
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.26B +$374M +12,055,701 +42%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$1.16B +$155M +5,001,786 +15%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.16B -$139M -4,491,294 -11%
Wells Fargo
12
Wells Fargo
California
$1.12B -$70.9M -2,283,156 -6%
Gates Foundation Trust
13
Gates Foundation Trust
Washington
$1.08B – – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.07B +$8.03M +258,570 +0.8%
Morgan Stanley
15
Morgan Stanley
New York
$1.04B -$190M -6,133,632 -15%
Charles Schwab
16
Charles Schwab
California
$1B +$15.4M +494,529 +2%
Fisher Asset Management
17
Fisher Asset Management
Washington
$956M +$30.8M +992,187 +3%
AllianceBernstein
18
AllianceBernstein
Tennessee
$942M +$63.8M +2,053,683 +7%
AQR Capital Management
19
AQR Capital Management
Connecticut
$915M -$222M -7,164,408 -20%
Goldman Sachs
20
Goldman Sachs
New York
$837M -$497M -16,012,866 -37%
Ameriprise
21
Ameriprise
Minnesota
$788M -$61.7M -1,987,224 -7%
Legal & General Group
22
Legal & General Group
United Kingdom
$698M +$42.7M +1,375,473 +7%
TCIM
23
TIAA CREF Investment Management
New York
$640M -$36.6M -1,177,707 -5%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$553M -$137M -4,425,669 -20%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$550M +$86.4M +2,813,283 +19%
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