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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 %
CWP
676
Capital Wealth Planning
Florida
$2.83M +$812K +28,425 +40%
CCM
677
Coldstream Capital Management
Washington
$2.83M +$43.3K +1,515 +2%
CRB
678
Chad R. Baker
$2.83M – – –
PWAP
679
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.81M +$20.3K +711 +0.7%
HCM
680
Horrell Capital Management
Arkansas
$2.81M +$103K +3,615 +4%
HT
681
Heritage Trust
Oklahoma
$2.81M +$73.5K +2,574 +3%
EF
682
Exeter Financial
Arizona
$2.8M +$14.9K +522 +0.5%
CTA
683
Carillon Tower Advisers
Florida
$2.8M +$2.8M +98,100 New
PT
684
Plimoth Trust
Massachusetts
$2.79M -$165K -5,772 -6%
AAMA
685
Advanced Asset Management Advisors
Ohio
$2.77M +$583K +20,403 +27%
BCM
686
Beck Capital Management
Texas
$2.76M -$25.8K -903 -0.9%
SPC
687
Salient Private Client
Texas
$2.76M -$925K -32,400 -25%
IC
688
Investment Counsel
Michigan
$2.75M +$62.5K +2,190 +2%
BA
689
Baugh & Associates
Georgia
$2.74M -$262K -9,186 -9%
LFAS
690
Level Four Advisory Services
Texas
$2.74M -$163K -5,712 -6%
MIAN
691
Mariner Independent Advisor Network
Kansas
$2.73M -$1.83M -64,173 -40%
RGI
692
River Global Investors
United Kingdom
$2.72M +$206K +7,224 +8%
CSS
693
Cubist Systematic Strategies
Connecticut
$2.7M +$2.04M +71,394 +307%
AL
694
Arnhold LLC
New York
$2.7M +$2.04M +71,400 +310%
WKWM
695
Walter & Keenan Wealth Management
Indiana
$2.69M +$5.14K +180 +0.2%
TYCC
696
Texas Yale Capital Corp
Florida
$2.69M – – –
HA
697
Halsey Associates
Connecticut
$2.68M -$191K -6,702 -7%
WDA
698
Wendell David Associates
New Hampshire
$2.67M – – –
CCM
699
Covington Capital Management
California
$2.67M +$208K +7,281 +8%
FMB
700
Field & Main Bank
Kentucky
$2.66M -$25K -840 -0.9%
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