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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 %
ACS
576
Archford Capital Strategies
Illinois
$3.97M -$594K -20,814 -13%
AIA
577
Allied Investment Advisors
Montana
$3.96M -$6.85K -240 -0.2%
NEAM
578
New England Asset Management
Connecticut
$3.96M +$428K +15,000 +12%
PC
579
Palo Capital
California
$3.95M +$59.3K +2,076 +2%
BDF
580
Balasa Dinverno & Foltz
$3.92M -$25.3K -885 -0.6%
GH
581
GAM Holding
Switzerland
$3.91M -$502K -17,595 -11%
GC
582
Grace Capital
Massachusetts
$3.91M -$347K -12,159 -8%
MSWM
583
Mader & Shannon Wealth Management
Missouri
$3.89M +$3.89M +136,314 New
SCC
584
Spring Creek Capital
Kansas
$3.87M +$3.87M +135,489 New
CHC
585
City Holding Co
West Virginia
$3.87M +$374K +13,116 +11%
NWM
586
Nicola Wealth Management
British Columbia, Canada
$3.85M -$942K -33,000 -20%
FNBOMD
587
First National Bank of Mount Dora
Florida
$3.84M +$1.05M +36,630 +37%
TNB
588
Thomasville National Bank
Georgia
$3.84M -$102K -3,555 -3%
BHWM
589
Bar Harbor Wealth Management
New Hampshire
$3.83M -$56.4K -1,974 -1%
WCM
590
Weik Capital Management
Pennsylvania
$3.83M +$78.3K +2,742 +2%
PFS
591
Physicians Financial Services
North Carolina
$3.83M -$20K -699 -0.5%
TFA
592
Toth Financial Advisory
Virginia
$3.75M +$69.6K +2,439 +2%
MPWT
593
MassMutual Private Wealth & Trust
Connecticut
$3.75M +$99.2K +3,474 +3%
FMC
594
First Merchants Corp
Indiana
$3.73M +$218K +7,647 +6%
BIAS
595
Beacon Investment Advisory Services
New Jersey
$3.72M +$8.57K +300 +0.2%
MCA
596
Mercer Capital Advisers
New Jersey
$3.71M -$37.4K -1,311 -1%
BCMNY
597
Buckingham Capital Management (New York)
New York
$3.7M +$1.28M +45,000 +53%
KFC
598
Klingenstein Fields & Co
New York
$3.69M -$17.5K -612 -0.5%
PAG
599
Private Advisor Group
New Jersey
$3.69M +$884K +31,467 +32%
TIM
600
Thompson Investment Management
Wisconsin
$3.67M +$3.17K +111 +0.1%
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