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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 %
FIB
501
First Interstate Bank
Montana
$5.48M +$23.9K +837 +0.4%
PTC
502
Petrus Trust Company
Texas
$5.48M +$286K +10,011 +6%
GIM
503
Goelzer Investment Management
Indiana
$5.43M +$5.14K +180 +0.1%
WA
504
Wasatch Advisors
Utah
$5.34M +$850K +29,787 +19%
AWM
505
Altavista Wealth Management
North Carolina
$5.32M -$19.1K -669 -0.4%
KRS
506
Kentucky Retirement Systems
Kentucky
$5.26M -$1.23M -42,990 -19%
DC
507
Davenport & Co
Virginia
$5.25M -$132K -4,611 -2%
SPIA
508
Steward Partners Investment Advisory
New York
$5.25M +$406K +14,220 +8%
AAM
509
Auxier Asset Management
Oregon
$5.24M -$107K -3,750 -2%
NEI
510
Northwest & Ethical Investments
Ontario, Canada
$5.23M +$297K +10,395 +6%
BL
511
BCWM LLC
Kansas
$5.23M +$162K +5,685 +3%
MIM
512
Marco Investment Management
Georgia
$5.18M -$42.3K -1,482 -0.8%
IG
513
ING Group
Netherlands
$5.17M -$21.9M -768,516 -81%
PGFC
514
Peapack-Gladstone Financial Corp
New Jersey
$5.17M +$76.7K +2,685 +2%
AF
515
Ally Financial
Michigan
$5.14M +$2.74M +96,000 +114%
IIC
516
Ironwood Investment Counsel
Arizona
$5.13M -$190K -6,654 -4%
FT
517
Fiduciary Trust
Massachusetts
$5.09M -$125K -4,362 -2%
PA
518
Profund Advisors
Maryland
$5.09M +$26K +912 +0.5%
LMGAM
519
Liberty Mutual Group Asset Management
Massachusetts
$5.08M -$43.8K -1,533 -0.9%
Skandinaviska Enskilda Banken (SEB)
520
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.07M +$206K +7,200 +4%
DWA
521
Douglass Winthrop Advisors
New York
$5.01M +$1.09M +38,325 +28%
CAM
522
Carret Asset Management
New York
$4.99M -$19.2K -672 -0.4%
WCM
523
Wallace Capital Management
Texas
$4.94M +$4.8K +168 +0.1%
DCM
524
Dupont Capital Management
Delaware
$4.93M -$847K -29,673 -15%
BFG
525
Beacon Financial Group
Texas
$4.89M -$33.3K -1,167 -0.7%
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