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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 %
VFA
776
Voya Financial Advisors
Connecticut
$2.1M +$203K +7,107 +11%
SIM
777
Sterling Investment Management
Arizona
$2.09M +$111K +3,888 +6%
FEG
778
Fund Evaluation Group
Ohio
$2.09M – – –
QIM
779
Quest Investment Management
Oregon
$2.08M – – –
GG
780
Gofen & Glossberg
Illinois
$2.08M +$16K +561 +0.8%
CCM
781
Crossvault Capital Management
Texas
$2.08M +$403K +14,100 +24%
B
782
Bellecapital
Switzerland
$2.07M +$1.33M +46,434 +179%
BFA
783
Benedict Financial Advisors
Georgia
$2.06M +$8.74K +306 +0.4%
BCFS
784
Butensky & Cohen Financial Security
Florida
$2.06M +$31.3K +1,095 +2%
NAM
785
North American Management
Massachusetts
$2.04M -$68.5K -2,400 -3%
SCM
786
Schnieders Capital Management
California
$2.04M +$272K +9,540 +15%
BSW
787
Buckingham Strategic Wealth
Missouri
$2.04M -$192K -6,732 -9%
RFA
788
Reilly Financial Advisors
California
$2.03M +$13.7K +480 +0.7%
SFG
789
SevenBridge Financial Group
Pennsylvania
$2.03M +$84.4K +2,955 +4%
NI
790
Nepsis Inc
Minnesota
$2.03M -$4.88M -170,844 -71%
RG
791
Rathbones Group
United Kingdom
$2.02M -$130K -4,569 -6%
BEAM
792
Baker Ellis Asset Management
Washington
$2.02M -$60K -2,100 -3%
HVIA
793
Hudson Valley Investment Advisors
New York
$2.02M +$191K +6,705 +10%
NMIFOAC
794
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.01M +$2.01M +70,500 New
DRS
795
Deane Retirement Strategies
Louisiana
$2.01M +$2.01M +70,278 New
CFSG
796
Community Financial Services Group
Vermont
$2M -$33.8K -1,185 -2%
MHS
797
M Holdings Securities
Oregon
$1.99M +$13.1K +459 +0.7%
CCT
798
Capital City Trust
Florida
$1.98M -$23.1K -810 -1%
WCA
799
Westover Capital Advisors
Delaware
$1.98M -$790K -27,690 -29%
PHS
800
Pekin Hardy Strauss
Illinois
$1.97M -$33K -1,155 -2%
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