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Walmart
WMT

Overview Fund Activity

1,773 hedge funds and large institutions have $74.7B invested in Walmart in 2018 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 751 increasing their positions, 683 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,773
Holders Change
+7
Holders Change %
+0.4%
% of All Funds
40.65%
Holding in Top 10
57
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.72%
% of All Funds
1.31%
New
113
Increased
751
Reduced
683
Closed
89
Calls
$1.52B
Puts
$1.61B
Net Calls
-$99.6M
Net Calls Change
+$115M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$550M
2
PI
Putnam Investments
Massachusetts
+$422M
3
Renaissance Technologies
Renaissance Technologies
New York
+$266M
4
CSIA
Charles Schwab Investment Advisory
California
+$266M
5
BlackRock
BlackRock
New York
+$142M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$721M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$658M
3
Barclays
Barclays
United Kingdom
-$277M
4
Invesco
Invesco
Georgia
-$192M
5
EVM
Eaton Vance Management
Massachusetts
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADEF
251
Adams Diversified Equity Fund
Maryland
$22M – – –
CM
252
CS McKee
Pennsylvania
$22M -$2.59M -90,690 -11%
ZIG
253
Zurich Insurance Group
Switzerland
$21.9M +$390K +13,668 +2%
SCP
254
Seizert Capital Partners
Michigan
$21.8M – – –
CWM
255
Cornerstone Wealth Management
Missouri
$21.6M +$21.4M +5,392,209 +8,606%
FIM
256
Frontier Investment Management
Texas
$21.4M +$5.75M +201,516 +37%
GC
257
Guggenheim Capital
Illinois
$21.4M -$56.4M -1,976,952 -73%
CPSAC
258
Chas P. Smith & Associates (CPS)
Florida
$21.3M +$714K +25,008 +3%
SGI
259
Summit Global Investments
Utah
$21.2M +$1.71M +59,721 +9%
KCM
260
Kornitzer Capital Management
Kansas
$20.8M +$37.5K +1,314 +0.2%
SC
261
Scotia Capital
Ontario, Canada
$20.1M +$68.1K +2,307 +0.3%
HIMC
262
Heritage Investors Management Corp
Maryland
$20M +$535K +18,732 +3%
STMM
263
South Texas Money Management
Texas
$20M +$3.99M +139,830 +25%
GAI
264
General American Investors
New York
$19.7M +$2.59M +90,600 +15%
DRZID
265
DePrince Race & Zollo Inc (DRZ)
Florida
$19.5M +$253K +8,859 +1%
UB
266
UMB Bank
Missouri
$19.5M -$856K -29,970 -4%
AII
267
AGF Investments Inc
Ontario, Canada
$19.5M – – –
DA
268
Denali Advisors
California
$19.2M +$2.28M +79,800 +13%
BF
269
BOK Financial
Oklahoma
$19.1M +$326K +11,430 +2%
SW
270
SVB Wealth
Massachusetts
$19M -$1.01M -35,409 -5%
SEIA
271
Signature Estate & Investment Advisors
California
$19M +$1.38M +48,483 +8%
SRAM
272
Stone Ridge Asset Management
New York
$18.9M +$2.44M +85,467 +15%
MLICM
273
Metropolitan Life Insurance Company (MetLife)
New York
$18.7M -$634K -22,197 -3%
NIM
274
Nexus Investment Management
Ontario, Canada
$18.5M +$239K +8,376 +1%
Mariner
275
Mariner
Kansas
$18.4M +$6.6M +231,207 +56%
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