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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 %
SWM
626
SVA Wealth Management
Wisconsin
$3.4M -$244K -8,532 -7%
VIA
627
Vident Investment Advisory
Georgia
$3.4M +$60.6K +2,124 +2%
IAA
628
Independent Advisor Alliance
North Carolina
$3.38M +$655K +28,113 +24%
GP
629
Greenline Partners
New York
$3.37M +$587K +20,577 +21%
CB
630
Chemical Bank
Michigan
$3.35M -$44.9K -1,572 -1%
PWW
631
Pettyjohn Wood & White
Virginia
$3.33M +$958K +33,540 +40%
LIM
632
Leavell Investment Management
Alabama
$3.31M +$1.4M +48,885 +73%
WTC
633
WhitTier Trust Company
Nevada
$3.31M -$5.82K -204 -0.2%
AWM
634
AE Wealth Management
Kansas
$3.3M +$566K +19,830 +21%
Squarepoint
635
Squarepoint
New York
$3.28M +$3.28M +114,900 New
UFF
636
USA Financial Formulas
Michigan
$3.28M -$8.45K -285 -0.3%
OMCS
637
Old Mutual Customised Solutions
South Africa
$3.28M +$137K +4,800 +4%
CB
638
Community Bank
New York
$3.27M -$21K -735 -0.6%
WP
639
WealthPLAN Partners
Nebraska
$3.25M +$753K +26,385 +30%
BIMC
640
Benson Investment Management Company
Virginia
$3.24M +$3.24M +113,640 New
JWM
641
JGP Wealth Management
Oregon
$3.24M +$3.24M +113,514 New
MYLI
642
Meiji Yasuda Life Insurance
Japan
$3.23M +$409K +14,310 +14%
GSC
643
G&S Capital
Colorado
$3.23M +$3.15M +110,358 +4,087%
BOH
644
Bank of Hawaii
Hawaii
$3.21M -$62.4K -2,187 -2%
CC
645
ClearArc Capital
Ohio
$3.17M -$26.7K -936 -0.8%
RC
646
Roundview Capital
New Jersey
$3.15M +$188K +6,570 +6%
WC
647
Woodstock Corp
Massachusetts
$3.13M -$8.56K -300 -0.3%
CBB
648
Citizens Business Bank
California
$3.13M -$21.7K -759 -0.7%
GFA
649
Gifford Fong Associates
California
$3.12M – – –
SCA
650
Spearhead Capital Advisors
Florida
$3.09M +$196K +6,882 +7%
24 25
26
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