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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 %
FGP
851
Foyston, Gordon, & Payne
Ontario, Canada
$1.71M – – –
Rockefeller Capital Management
852
Rockefeller Capital Management
New York
$1.71M -$259K -9,090 -13%
ECM
853
Element Capital Management
New York
$1.7M +$1.15M +40,356 +212%
CA
854
Clearstead Advisors
Ohio
$1.69M -$30K -1,050 -2%
PH
855
Pinnacle Holdings
Oklahoma
$1.68M -$33.1K -1,158 -2%
DT
856
Diversified Trust
Tennessee
$1.68M -$36.7K -1,284 -2%
ST
857
Somerset Trust
Pennsylvania
$1.68M +$23.6K +828 +1%
MC
858
Martin & Co
Tennessee
$1.67M -$81.8K -2,865 -5%
CCP
859
Clifford Capital Partners
Utah
$1.67M -$13.1K -459 -0.8%
PHIMC
860
Private Harbour Investment Management & Counsel
Ohio
$1.67M -$2.57K -90 -0.2%
FFA
861
Fragasso Financial Advisors
Pennsylvania
$1.67M +$23.9K +837 +1%
CAI
862
Capital Advisors Inc
Oklahoma
$1.66M -$360K -12,606 -18%
HCP
863
Holt Capital Partners
Texas
$1.65M -$15.8K -555 -0.9%
ICP
864
Ironvine Capital Partners
Nebraska
$1.65M +$398K +13,938 +32%
FAM
865
Fred Alger Management
New York
$1.64M -$76.7M -2,687,019 -98%
WAM
866
Wealthspire Advisors (Maryland)
Maryland
$1.64M -$46.7K -1,635 -3%
OIA
867
OneDigital Investment Advisors
Kansas
$1.63M -$465K -15,891 -22%
CS
868
Comerica Securities
Michigan
$1.63M +$9.25K +324 +0.6%
SCM
869
Shelton Capital Management
Colorado
$1.63M -$111K -3,888 -6%
CDH
870
Charles D. Hyman
$1.63M -$2.06K -72 -0.1%
HTC
871
Haverford Trust Company
Pennsylvania
$1.63M +$8.05K +282 +0.5%
AT
872
Arden Trust
Delaware
$1.61M -$15.5K -543 -1%
TFA
873
Transamerica Financial Advisors
Florida
$1.6M -$8.36M -292,683 -84%
CIC
874
Carnegie Investment Counsel
Ohio
$1.59M +$162K +5,409 +11%
BWA
875
BDO Wealth Advisors
Florida
$1.59M +$60.4K +2,115 +4%
33 34
35
36 37