WMT icon

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 %
EFS
1101
Essex Financial Services
Connecticut
$874K +$53.1K +1,860 +6%
FPB
1102
First PREMIER Bank
South Dakota
$873K – – –
PG
1103
Proffitt & Goodson
Tennessee
$872K -$74.8K -2,619 -8%
TSS
1104
Two Sigma Securities
New York
$871K -$199K -6,984 -19%
WPP
1105
Whalerock Point Partners
Rhode Island
$871K – – –
BFS
1106
Bradley Foster & Sargent
Connecticut
$867K +$113K +3,945 +15%
HCM
1107
Highlander Capital Management
New Jersey
$861K – – –
SACTSONJ
1108
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$857K -$429K -15,000 -33%
TFCP
1109
Twin Focus Capital Partners
Massachusetts
$857K – – –
MPIA
1110
Mountain Pacific Investment Advisers
Idaho
$856K +$128K +4,500 +18%
SS
1111
Simplicity Solutions
Minnesota
$844K +$287K +10,038 +51%
WP
1112
WMS Partners
Maryland
$841K +$75.9K +2,658 +10%
DCM
1113
Driehaus Capital Management
Illinois
$839K +$641K +22,458 +323%
AMCA
1114
Arthur M. Cohen & Associates
Illinois
$837K -$85.6K -3,000 -9%
CL
1115
Choreo LLC
Illinois
$836K -$186K -6,516 -18%
CFA
1116
Carroll Financial Associates
North Carolina
$835K -$35.4K -1,239 -4%
CCB
1117
Cutter & Co Brokerage
Missouri
$835K +$15K +525 +2%
LWM
1118
Lenox Wealth Management
Ohio
$834K -$31.5K -1,104 -4%
IHL
1119
Investment House LLC
California
$833K +$12.9K +450 +2%
PAM
1120
Pegasus Asset Management
New York
$832K +$832K +29,139 New
SAM
1121
Summit Asset Management
Tennessee
$831K -$2.23K -78 -0.3%
MMPW
1122
Mitchell McLeod Pugh & Williams
Alabama
$828K +$9.08K +318 +1%
GCP
1123
GSA Capital Partners
United Kingdom
$828K +$828K +29,019 New
EFSCE
1124
Enterprise Financial Services Corp (EFSC)
Missouri
$824K -$12.9K -453 -2%
PWM
1125
Perigon Wealth Management
California
$824K +$252K +8,817 +44%
43 44
45
46 47