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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 %
TTWM
1001
TCV Trust & Wealth Management
Virginia
$1.12M +$242K +8,490 +28%
PFBT
1002
Parkside Financial Bank & Trust
Missouri
$1.12M +$4.71K +165 +0.4%
AIM
1003
Allen Investment Management
New York
$1.11M +$1.11M +38,991 New
WEC
1004
Winslow Evans & Crocker
Massachusetts
$1.11M +$537K +18,750 +94%
BFC
1005
Blue Fin Capital
Rhode Island
$1.11M -$5.14K -180 -0.5%
LMAM
1006
Legg Mason Asset Management
Japan
$1.11M -$1.86M -65,100 -63%
NIA
1007
Northstar Investment Advisors
Colorado
$1.1M -$392K -13,752 -26%
WAM
1008
Weatherly Asset Management
California
$1.1M -$34.2K -1,200 -3%
NIMI
1009
Natixis Investment Managers International
France
$1.1M +$1.1M +38,568 New
P
1010
Pitcairn
Pennsylvania
$1.1M -$26.5K -927 -2%
GI
1011
GAMCO Investors
Connecticut
$1.09M -$68.5K -2,400 -6%
QCIG
1012
Quad-Cities Investment Group
Iowa
$1.09M +$946 +33 +0.1%
WAAG
1013
Wealth Alliance Advisory Group
Kansas
$1.09M +$361K +12,645 +49%
CCG
1014
Chatham Capital Group
Georgia
$1.09M +$22.1K +774 +2%
WS
1015
Wedbush Securities
California
$1.09M +$18.6K +651 +2%
SC
1016
Slow Capital
California
$1.09M +$252K +8,835 +30%
PL
1017
Plancorp LLC
Missouri
$1.08M +$514 +18 +0%
CLOS
1018
Compagnie Lombard Odier SCmA
Switzerland
$1.08M +$804K +28,167 +291%
CIM
1019
CIM Investment Management
Pennsylvania
$1.08M +$1.08M +37,794 New
DWM
1020
Dakota Wealth Management
Florida
$1.07M +$1.07M +37,437 New
BAS
1021
Brown Advisory Securities
Maryland
$1.07M +$81.5K +2,853 +8%
FA
1022
FDx Advisors
Illinois
$1.06M -$727K -25,443 -41%
SBWM
1023
Sunflower Bank Wealth Management
Arizona
$1.06M -$18.9K -660 -2%
SIS
1024
Sound Income Strategies
Florida
$1.05M +$174K +6,090 +20%
FNBTCON
1025
First National Bank & Trust Co of Newtown
Pennsylvania
$1.05M – – –
39 40
41
42 43