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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
1201
Breiter Capital Management
Florida
$643K +$19.9K +699 +3%
RMAM
1202
Raab & Moskowitz Asset Management
New Jersey
$642K -$19.8K -693 -3%
WPW
1203
Waldron Private Wealth
Pennsylvania
$639K -$95.1K -3,333 -13%
WIA
1204
Westbourne Investment Advisors
Maryland
$635K +$9.42K +330 +2%
EWA
1205
Exencial Wealth Advisors
Oklahoma
$631K +$2.91K +102 +0.5%
MPAM
1206
Murphy Pohlad Asset Management
Minnesota
$625K – – –
LPIC
1207
LeJeune Puetz Investment Counsel
Michigan
$622K -$193K -6,750 -24%
SSP
1208
Sapphire Star Partners
Washington
$617K +$34.3K +1,200 +6%
BCM
1209
Bayesian Capital Management
New York
$617K +$617K +21,600 New
BTNA
1210
Bremer Trust National Association
Minnesota
$615K +$48.5K +1,698 +9%
SOAMC
1211
Spirit of America Management Corp
New York
$614K – – –
LCM
1212
Liberty Capital Management
Michigan
$609K +$1.71K +60 +0.3%
MMG
1213
Monetary Management Group
Missouri
$608K +$21.4K +750 +4%
BPM
1214
Bowling Portfolio Management
Ohio
$600K -$93.9K -3,291 -14%
CC
1215
Cannell & Co
New York
$600K – – –
CBA
1216
Coastal Bridge Advisors
Connecticut
$593K -$34.9K -1,221 -6%
ACM
1217
Argent Capital Management
Missouri
$591K – – –
EWM
1218
Edge Wealth Management
New York
$591K +$514K +18,000 +663%
MFW
1219
Mosaic Family Wealth
Missouri
$590K +$856 +30 +0.1%
CWM
1220
Chesapeake Wealth Management
Virginia
$589K -$92K -3,225 -14%
FWP
1221
FAS Wealth Partners
Kansas
$582K +$2.91K +102 +0.5%
CAG
1222
Csenge Advisory Group
Florida
$581K -$286K -10,050 -33%
CPO
1223
Cerity Partners OCIO
New York
$576K +$6.62K +237 +1%
CNAM
1224
Campbell Newman Asset Management
Wisconsin
$574K – – –
KPF
1225
K2 Principal Fund
Ontario, Canada
$574K – – –
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