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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 %
ECM
1051
Elgethun Capital Management
South Dakota
$992K -$70.1K -2,505 -7%
BCP
1052
Blue Chip Partners
Michigan
$986K -$110K -3,861 -10%
FFSOTS
1053
Fiduciary Financial Services of The Southwest
Texas
$986K -$17.5K -612 -2%
PL
1054
Perpetual Ltd
Australia
$983K – – –
Credit Agricole
1055
Credit Agricole
France
$981K -$3.95M -138,300 -80%
AFP
1056
Ausdal Financial Partners
Iowa
$980K -$90.2K -3,159 -8%
LCM
1057
Logan Capital Management
Pennsylvania
$980K +$7.54K +264 +0.8%
KJHP
1058
K.J. Harrison & Partners
Ontario, Canada
$976K -$1.88M -66,000 -66%
IP
1059
Intellectus Partners
California
$973K +$76.2K +2,667 +8%
RIA
1060
Regal Investment Advisors
Michigan
$971K -$599K -20,976 -38%
KCP
1061
KDI Capital Partners
North Carolina
$968K +$8.57K +300 +0.9%
WI
1062
Wintrust Investments
Illinois
$967K -$23.6K -828 -2%
JSL
1063
JT Stratford LLC
Georgia
$967K +$175K +6,150 +22%
PAM
1064
Private Asset Management
California
$965K – – –
ACA
1065
Atlas Capital Advisors
Wyoming
$962K -$335K -11,385 -26%
SCM
1066
Sterneck Capital Management
Missouri
$958K +$408K +14,298 +74%
QSS
1067
Quantitative Systematic Strategies
Florida
$958K +$958K +33,549 New
ONB
1068
Old National Bancorp
Indiana
$955K -$238K -8,349 -20%
FM
1069
Forward Management
California
$948K -$10.8K -378 -1%
SLT
1070
St Louis Trust
Missouri
$947K -$420K -14,700 -31%
BFM
1071
Boston Financial Management
Massachusetts
$943K -$51.4K -1,800 -5%
FPCM
1072
Financial Partners Capital Management
New York
$942K -$17.1K -600 -2%
QCMC
1073
Quantum Capital Management (California)
California
$942K -$10.4K -363 -1%
HA
1074
Harbor Advisors
Florida
$942K – – –
IIA
1075
IPG Investment Advisors
California
$940K +$278K +9,750 +42%
41 42
43
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