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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 %
PCC
926
Park Circle Company
Maryland
$1.37M – – –
AWA
927
ARS Wealth Advisors
Florida
$1.37M +$107K +3,744 +8%
PFP
928
Pinnacle Financial Partners
Tennessee
$1.37M -$672K -23,529 -33%
YIA
929
YHB Investment Advisors
Connecticut
$1.36M +$33.2K +1,161 +2%
ACM
930
Aviance Capital Management
Florida
$1.35M +$336K +11,772 +33%
SFM
931
Signet Financial Management
New Jersey
$1.35M -$9.68K -339 -0.7%
SMC
932
Smith, Moore & Co
Missouri
$1.35M +$207K +7,251 +18%
WCM
933
Windsor Capital Management
Arizona
$1.34M -$104K -3,657 -7%
NC
934
NewSquare Capital
Pennsylvania
$1.34M +$181K +6,168 +16%
BP
935
Ballentine Partners
Massachusetts
$1.34M +$162K +5,691 +14%
PWA
936
Providence Wealth Advisors
Illinois
$1.33M +$3.26K +114 +0.2%
CT
937
Cambridge Trust
Massachusetts
$1.33M +$6K +210 +0.5%
CIA
938
Covington Investment Advisors
Pennsylvania
$1.33M +$85.7K +3,000 +7%
CT
939
CPF Texas
Texas
$1.33M – – –
SP
940
Successful Portfolios
Florida
$1.33M +$50.9K +1,782 +4%
TC
941
Telemus Capital
Michigan
$1.33M -$17.5K -612 -1%
DPIM
942
Duff & Phelps Investment Management
Illinois
$1.32M -$25.7K -900 -2%
GC
943
Guardian Capital
Ontario, Canada
$1.32M +$93.4K +3,270 +8%
LSCM
944
LaSalle Street Capital Management
Illinois
$1.32M -$198K -6,942 -13%
ICM
945
IMS Capital Management
Oregon
$1.32M -$28.9K -1,014 -2%
CIA
946
Choate Investment Advisors
Massachusetts
$1.32M +$32.6K +1,140 +3%
IBOK
947
Independence Bank of Kentucky
Kentucky
$1.31M +$63.4K +2,220 +5%
HIIFS
948
Harel Insurance Investments & Financial Services
Israel
$1.3M +$360K +12,600 +38%
ET
949
Equitable Trust
Tennessee
$1.3M +$1.3M +45,561 New
SNBOSCI
950
Security National Bank of Sioux City Iowa
Iowa
$1.3M -$13K -456 -1%
36 37
38
39 40