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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 %
CC
1301
Cedar Capital
Illinois
$474K +$55.5K +1,947 +13%
SBSB
1302
Sullivan, Bruyette, Speros & Blaney
Virginia
$471K -$49.6K -1,737 -10%
PFSC
1303
Peoples Financial Services Corp
Pennsylvania
$471K -$42.9K -1,500 -8%
PI
1304
Parkside Investments
Illinois
$471K -$16.8K -588 -3%
AWA
1305
AmeriServ Wealth Advisors
Pennsylvania
$469K -$85.7K -3,000 -15%
PFA
1306
Pinnacle Family Advisors
Missouri
$467K +$243K +8,511 +109%
ATC
1307
Adirondack Trust Company
New York
$466K -$1.71K -60 -0.4%
ECM
1308
Evergreen Capital Management
Washington
$464K -$139K -4,881 -23%
B
1309
Bridgeworth
Alabama
$464K +$15.1K +528 +3%
DAM
1310
Diamant Asset Management
Connecticut
$463K – – –
CHA
1311
Carmichael Hill & Associates
Maryland
$462K -$4.2K -147 -0.9%
RHJA
1312
Rice Hall James & Associates
California
$458K – – –
GA
1313
GFS Advisors
Texas
$458K +$458K +16,050 New
VWM
1314
Venturi Wealth Management
Texas
$455K -$5.86M -197,358 -93%
PV
1315
Private Vista
Illinois
$455K -$26.4K -927 -5%
GRQ
1316
Gardner Russo & Quinn
Pennsylvania
$454K -$4.72K -165 -1%
VAM
1317
Verity Asset Management
North Carolina
$452K +$221K +7,737 +96%
SFS
1318
Summit Financial Strategies
Ohio
$451K +$451K +15,810 New
OC
1319
Oarsman Capital
Wisconsin
$447K -$16.9K -591 -4%
WG
1320
Welch Group
Alabama
$447K – – –
BMC
1321
Beaton Management Company
Massachusetts
$445K -$17.1K -600 -4%
ESBC
1322
E.S. Barr & Co
Kentucky
$445K – – –
OWA
1323
One Wealth Advisors
California
$444K -$4.03K -141 -0.9%
HCM
1324
Hilton Capital Management
New York
$441K – – –
BCP
1325
Berkeley Capital Partners
Georgia
$441K +$24.5K +861 +6%
51 52
53
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