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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 %
BCM
951
Boltwood Capital Management
California
$1.29M -$51.4K -1,800 -4%
PWMAG
952
Pinnacle Wealth Management Advisory Group
New Jersey
$1.29M +$98.1K +3,438 +8%
ADL
953
Asset Dedication LLC
California
$1.29M +$30.3K +1,059 +2%
MCM
954
MAI Capital Management
Ohio
$1.28M +$38.9K +1,362 +3%
KAS
955
Kemnay Advisory Services
New York
$1.28M +$58.6K +2,055 +5%
FIM
956
Freedom Investment Management
Connecticut
$1.28M -$358K -12,531 -22%
SFWA
957
Summit Financial Wealth Advisors
Louisiana
$1.27M – – –
IFS
958
Ifrah Financial Services
Arkansas
$1.27M -$219K -7,686 -15%
GFPC
959
Global Financial Private Capital
Florida
$1.27M -$513K -17,952 -29%
RIM
960
Rampart Investment Management
Connecticut
$1.26M -$4.97M -174,078 -80%
MIM
961
Miller Investment Management
Pennsylvania
$1.26M – – –
FFBTD
962
First Financial Bank - Trust Division
Ohio
$1.25M +$85K +2,976 +7%
S
963
SimplyRich
California
$1.25M – – –
EHWM
964
Eads & Heald Wealth Management
Georgia
$1.25M -$28.3K -990 -2%
CNBT
965
Canandaigua National Bank & Trust
New York
$1.25M +$41.5K +1,452 +3%
KA
966
Kovack Advisors
Florida
$1.25M +$229K +8,031 +23%
MGIA
967
Moneta Group Investment Advisors
Missouri
$1.25M +$865K +30,291 +226%
ST
968
Smithfield Trust
Pennsylvania
$1.24M +$128K +4,479 +11%
RE
969
RBC Europe
United Kingdom
$1.23M +$20.6K +720 +2%
SMM
970
Stadion Money Management
Georgia
$1.23M -$109K -3,825 -8%
SNBOSD
971
Security National Bank of So Dak
Iowa
$1.23M -$11.6K -405 -0.9%
ANRIA
972
American National Registered Investment Advisor
Texas
$1.23M – – –
RA
973
RFG Advisory
Alabama
$1.22M +$463K +16,218 +61%
MNBTD
974
Moody National Bank Trust Division
Texas
$1.22M – – –
LWAC
975
Laurel Wealth Advisors (California)
California
$1.21M -$11.9K -417 -1%
37 38
39
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