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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 %
BNP Paribas Asset Management
651
BNP Paribas Asset Management
France
$3.09M +$154K +5,412 +5%
LPT
652
Legacy Private Trust
Wisconsin
$3.08M -$1.86M -65,187 -38%
SCM
653
Sterling Capital Management
North Carolina
$3.07M -$10.6M -369,879 -77%
BHB
654
Bank Hapoalim BM
Israel
$3.04M -$64.1K -2,244 -2%
Assenagon Asset Management
655
Assenagon Asset Management
Luxembourg
$3.04M +$3.04M +106,311 New
WB
656
WesBanco Bank
West Virginia
$3.02M -$105K -3,672 -3%
FB
657
Fulton Bank
Pennsylvania
$3M +$99.1K +3,471 +3%
YMRC
658
Yorktown Management & Research Company
Virginia
$3M – – –
TW
659
Transform Wealth
Colorado
$2.99M +$350K +12,264 +13%
BAC
660
Boys Arnold & Co
North Carolina
$2.98M -$38.1K -1,335 -1%
OAM
661
Oppenheimer Asset Management
New York
$2.97M +$244K +8,544 +9%
DIP
662
DT Investment Partners
Pennsylvania
$2.96M +$288K +10,077 +11%
KOCAA
663
Knights of Columbus Asset Advisors
Connecticut
$2.94M -$321K -11,250 -10%
SFS
664
Strategic Financial Services
New York
$2.94M +$4.2K +147 +0.1%
GJIC
665
Gamble Jones Investment Counsel
California
$2.92M -$60.8K -2,130 -2%
AWP
666
Ascent Wealth Partners
New York
$2.91M +$21.7K +759 +0.7%
MC
667
MRJ Capital
New York
$2.9M +$2.9M +101,412 New
BG
668
Bahl & Gaynor
Ohio
$2.89M +$61.8K +2,163 +2%
CA
669
Cetera Advisors
Colorado
$2.87M +$4.29K +150 +0.1%
PFS
670
Prospera Financial Services
Texas
$2.87M +$44.3K +1,557 +2%
WB
671
Webster Bank
Connecticut
$2.87M -$15.8K -555 -0.5%
LWCFA
672
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.87M -$229K -8,025 -7%
LNWWM
673
Laird Norton Wetherby Wealth Management
California
$2.86M -$55.7K -1,950 -2%
FFWA
674
FRG Family Wealth Advisors
Washington
$2.84M +$30K +1,050 +1%
CAL
675
Capital Analysts LLC
Pennsylvania
$2.83M +$116K +4,059 +4%
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