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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 %
SCM
1026
SOL Capital Management
Maryland
$1.05M +$473K +16,557 +83%
WA
1027
Wheatland Advisors
Pennsylvania
$1.04M +$257 +9 +0%
1WA
1028
180 Wealth Advisors
Washington
$1.04M -$863K -30,240 -45%
BSPF
1029
British Steel Pension Fund
United Kingdom
$1.04M -$2.39M -83,721 -70%
JFA
1030
Johanson Financial Advisors
California
$1.04M +$173K +6,102 +20%
BHIA
1031
Birch Hill Investment Advisors
Massachusetts
$1.04M +$400K +13,995 +62%
WSCM
1032
Wellington Shields Capital Management
New York
$1.03M +$793K +27,786 +337%
SWP
1033
Strategic Wealth Partners
Ohio
$1.03M +$110K +3,849 +12%
WA
1034
WBH Advisory
Maryland
$1.02M -$4.11K -144 -0.4%
TCOV
1035
Trust Company of Vermont
Vermont
$1.02M -$4.03K -141 -0.4%
AHC
1036
Adell Harriman & Carpenter
Texas
$1.02M +$188K +6,600 +23%
HWA
1037
HCR Wealth Advisors
California
$1.02M +$25.6K +900 +3%
PCA
1038
Peddock Capital Advisors
Massachusetts
$1.02M +$66K +2,310 +7%
OPA
1039
Old Port Advisors
Maine
$1.02M +$1.02M +35,814 New
HSA
1040
HBK Sorce Advisory
Pennsylvania
$1.02M +$43.5K +1,524 +4%
LNC
1041
Lincoln National Corp
Pennsylvania
$1.02M -$170K -5,964 -14%
BS
1042
Boenning & Scattergood
Pennsylvania
$1.02M +$1.02M +35,661 New
HI
1043
Horizon Investments
North Carolina
$1.01M -$54.9K -1,932 -5%
SWK
1044
Stephen W. Kidder
$1M -$21.4K -750 -2%
Wealth Enhancement Advisory Services
1045
Wealth Enhancement Advisory Services
Minnesota
$1M +$32.1K +1,113 +3%
POIA
1046
Pin Oak Investment Advisors
Texas
$1M -$10.4K -366 -1%
CCG
1047
Ceeto Capital Group
Florida
$998K – – –
RGC
1048
Roberts, Glore & Co
Illinois
$997K +$21.9K +768 +2%
BBWA
1049
Bell & Brown Wealth Advisors
California
$997K +$76.9K +2,694 +8%
IP
1050
Investment Partners
Ohio
$994K -$122K -4,278 -11%
40 41
42
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