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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 %
MSU
1226
Mizuho Securities USA
New York
$574K -$180K -6,315 -24%
ARMT
1227
Amica Retiree Medical Trust
Rhode Island
$572K – – –
CA
1228
Cynosure Advisors
Utah
$565K -$202K -7,077 -26%
SKK
1229
Shepherd Kaplan Krochuk
Massachusetts
$565K – – –
LFA
1230
Landmark Financial Advisors
Kentucky
$563K +$428 +15 +0.1%
TF
1231
TLWM Financial
Texas
$562K -$6.06K -213 -1%
SCCM
1232
Schafer Cullen Capital Management
New York
$561K -$201K -7,050 -26%
IUHSA
1233
Itau Unibanco Holding S.A.
Brazil
$559K -$948K -33,222 -63%
BFC
1234
Bedel Financial Consulting
Indiana
$558K -$10.7K -375 -2%
AB
1235
AT Bancorp
Iowa
$558K +$71.5K +2,505 +15%
VWA
1236
V Wealth Advisors
Kansas
$557K -$43.7K -1,503 -7%
RM
1237
Resource Management
Louisiana
$553K -$22.3K -780 -4%
BFO
1238
Boston Family Office
Massachusetts
$552K – – –
EDRIA
1239
Edmonds Duncan Registered Investment Advisors
Kansas
$551K -$8.56K -300 -2%
TWA
1240
TCI Wealth Advisors
Arizona
$551K -$257 -9 -0%
TPWA
1241
TRUE Private Wealth Advisors
Oregon
$550K -$40.8K -1,431 -7%
EAM
1242
Evanson Asset Management
California
$549K -$55.5K -1,941 -9%
LC
1243
Lincoln Capital
Nebraska
$547K – – –
WAG
1244
Winthrop Advisory Group
Massachusetts
$545K +$13.7K +480 +3%
AF
1245
Advisornet Financial
Minnesota
$545K +$57K +1,995 +12%
AA
1246
Ancora Advisors
Ohio
$543K -$190K -6,654 -26%
I
1247
IberiaBank
Louisiana
$542K -$690K -24,150 -56%
ACM
1248
AlphaStar Capital Management
North Carolina
$541K +$541K +18,936 New
PMFA
1249
Plante Moran Financial Advisors
Michigan
$539K +$34.8K +1,218 +7%
AWM
1250
Altium Wealth Management
New York
$539K +$222K +7,761 +70%
48 49
50
51 52