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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 %
LA
601
Linden Advisors
New York
$3.67M +$3.07M +107,364 +511%
HWM
602
Holloway Wealth Management
Florida
$3.66M -$3.66M – –
APFBOT
603
Amica Pension Fund Board of Trustees
Rhode Island
$3.66M – – –
CCM
604
Chickasaw Capital Management
Tennessee
$3.65M -$64.2K -2,250 -2%
LB
605
Landmark Bank
Missouri
$3.64M +$3.64M +127,428 New
CCT
606
Chemung Canal Trust
New York
$3.63M -$351K -12,294 -9%
RIL
607
Rothschild Investment LLC
Illinois
$3.62M -$270K -9,453 -7%
W
608
Wealthfront
California
$3.61M -$1.51M -52,734 -29%
ECM
609
Estabrook Capital Management
New York
$3.6M -$51.6K -1,809 -1%
JAM
610
Jolley Asset Management
North Carolina
$3.6M -$98.6K -3,453 -3%
JCM
611
Jacobi Capital Management
Pennsylvania
$3.59M +$53.9K +1,887 +2%
IFAM
612
Institutional & Family Asset Management
Colorado
$3.57M +$294K +10,281 +9%
AIP
613
Ameritas Investment Partners
Nebraska
$3.54M -$60K -2,103 -2%
TNBTD
614
Trustmark National Bank Trust Department
Mississippi
$3.52M -$35.2K -1,233 -1%
AP
615
Advisor Partners
California
$3.52M +$285K +9,966 +9%
SC
616
SouthState Corp
Florida
$3.52M +$137K +4,788 +4%
ZCA
617
Zeke Capital Advisors
Pennsylvania
$3.5M -$77.1K -2,700 -2%
WCM
618
Whitener Capital Management
North Carolina
$3.5M +$286K +10,020 +9%
TU
619
TDAM USA
Ontario, Canada
$3.49M -$170K -5,943 -5%
ABC
620
Associated Banc-Corp
Wisconsin
$3.48M +$207K +7,242 +6%
LCM
621
Laurion Capital Management
New York
$3.48M +$1.15M +40,215 +49%
CAPTRUST Financial Advisors
622
CAPTRUST Financial Advisors
North Carolina
$3.46M +$311K +10,875 +10%
CAM
623
Claret Asset Management
Quebec, Canada
$3.44M +$155K +5,427 +5%
GECH
624
Garnet Equity Capital Holdings
New York
$3.43M -$5.14M -180,000 -60%
NSEDCP
625
NJ State Employees Deferred Compensation Plan
New Jersey
$3.43M – – –
23 24
25
26 27