WMT icon

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 %
APP
801
Avantax Planning Partners
Iowa
$1.96M -$90.8K -3,180 -4%
HCM
802
Hengehold Capital Management
Ohio
$1.95M -$7.88K -276 -0.4%
PP
803
Patten & Patten
Tennessee
$1.94M +$116K +4,080 +6%
PAM
804
Palisade Asset Management
Minnesota
$1.93M – – –
AI
805
Atria Investments
North Carolina
$1.92M -$177K -6,210 -8%
DI
806
Diligent Investors
California
$1.92M -$11.5K -402 -0.6%
PNC
807
Park National Corp
Ohio
$1.92M +$10.6K +372 +0.6%
RBA
808
Richard Bernstein Advisors
New York
$1.92M +$209K +7,308 +12%
PAMG
809
Patton Albertson Miller Group
Tennessee
$1.92M -$11.7K -408 -0.6%
MIC
810
Meridian Investment Counsel
California
$1.91M – – –
MJRIC
811
Mogy Joel R Investment Counsel
California
$1.91M +$12K +420 +0.6%
PVWM
812
Point View Wealth Management
New Jersey
$1.91M -$6.25K -219 -0.3%
TRCT
813
Tower Research Capital (TRC)
New York
$1.89M +$1.89M +66,069 New
KIA
814
KCM Investment Advisors
California
$1.88M +$114K +3,981 +6%
GT
815
Greenleaf Trust
Michigan
$1.88M +$382K +13,386 +26%
SCP
816
Syntal Capital Partners
Texas
$1.88M -$65.5K -2,295 -3%
SCA
817
Snowden Capital Advisors
New York
$1.88M +$80.9K +2,832 +5%
FF
818
Fluent Financial
Texas
$1.88M +$515K +18,039 +38%
GIA
819
GHP Investment Advisors
Colorado
$1.87M +$148K +5,190 +9%
SFA
820
Stewardship Financial Advisors
Georgia
$1.86M -$19.2K -672 -1%
BO
821
Bank OZK
Arkansas
$1.86M -$298K -10,455 -14%
DBIA
822
Dumont & Blake Investment Advisors
New Jersey
$1.83M +$40.3K +1,410 +2%
AWM
823
Avitas Wealth Management
California
$1.82M +$1.82M +63,852 New
CCM
824
Cribstone Capital Management
Maine
$1.82M +$80.6K +2,823 +5%
GXMC
825
Global X Management Company
New York
$1.82M +$232K +8,109 +15%
31 32
33
34 35