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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
701
LVW Advisors
New York
$2.65M +$231K +8,094 +10%
ECM
702
Everence Capital Management
Indiana
$2.62M -$306K -10,710 -10%
CBTWT
703
Community Bank & Trust (Waco, Texas)
Texas
$2.6M +$162K +5,676 +7%
FLPIM
704
F.L. Putnam Investment Management
Massachusetts
$2.59M -$20.1K -705 -0.8%
GIM
705
Grassi Investment Management
California
$2.58M -$428 -15 -0%
MWM
706
Marietta Wealth Management
Georgia
$2.57M +$151K +5,277 +6%
AC
707
Alexandria Capital
Virginia
$2.56M +$58.8K +2,058 +2%
HCM
708
Hutner Capital Management
Vermont
$2.56M +$4.71K +165 +0.2%
FM
709
Family Management
New York
$2.56M +$149K +5,217 +6%
HAI
710
Hennessy Advisors Inc
California
$2.55M -$51.4K -1,800 -2%
SAM
711
SignalPoint Asset Management
Missouri
$2.55M -$2.74K -96 -0.1%
AAM
712
Azzad Asset Management
Virginia
$2.54M +$33K +1,155 +1%
AAM
713
Advisors Asset Management
Colorado
$2.54M -$124K -4,350 -5%
IRF
714
IBM Retirement Fund
New York
$2.52M -$369K -12,921 -13%
BG
715
Bollard Group
Massachusetts
$2.51M +$279K +9,759 +12%
RMSCM
716
R.M. Sincerbeaux Capital Management
New York
$2.49M +$25.7K +900 +1%
SWP
717
Stratos Wealth Partners
Ohio
$2.48M -$96.7K -3,387 -4%
CWS
718
Cypress Wealth Services
California
$2.48M +$178K +6,249 +8%
AF
719
Arrow Financial
New York
$2.47M +$453K +15,852 +22%
JC
720
JBF Capital
Colorado
$2.46M – – –
ACM
721
Alpha Capital Management
Texas
$2.46M +$383K +13,431 +18%
OCM
722
One Capital Management
California
$2.44M +$70.2K +2,460 +3%
DIA
723
Dana Investment Advisors
Wisconsin
$2.44M +$2.07M +72,501 +567%
OIM
724
Orca Investment Management
Oregon
$2.43M +$2.43M +85,065 New
NIM
725
Northeast Investment Management
Massachusetts
$2.42M +$1.49M +52,131 +160%
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