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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 %
HCC
1326
Hirtle Callaghan & Co
Pennsylvania
$437K – – –
HCMNY
1327
Howard Capital Management (New York)
New York
$435K -$43.7K -1,530 -9%
FMLI
1328
Fukoku Mutual Life Insurance
Japan
$433K – – –
PWPS
1329
Pinnacle Wealth Planning Services
Ohio
$432K +$47.6K +1,668 +12%
AIM
1330
Anchor Investment Management
South Carolina
$430K +$1.03K +36 +0.2%
VDI
1331
Vaughan David Investments
Illinois
$430K +$8.56K +300 +2%
BCM
1332
Brookstone Capital Management
Illinois
$430K +$18.1K +633 +4%
BC
1333
Bartlett & Co
Ohio
$430K +$45.5K +1,593 +12%
BCWM
1334
Bartlett & Co Wealth Management
Ohio
$430K +$45.5K +1,593 +12%
FC
1335
Ferris Capital
Massachusetts
$429K -$2.48K -87 -0.6%
CM
1336
Caption Management
Oklahoma
$428K -$428K -15,000 -50%
CC
1337
Colrain Capital
Massachusetts
$428K -$30K -1,050 -7%
VNA
1338
Valley National Advisers
Pennsylvania
$427K +$12.4K +435 +3%
EM
1339
Excalibur Management
Massachusetts
$423K – – –
PIMJS
1340
PKO Investment Management Joint-Stock
Poland
$420K +$420K +14,700 New
WI
1341
Wafra Inc
New York
$419K – – –
SCP
1342
Silverleafe Capital Partners
Tennessee
$418K +$3.34K +117 +0.8%
BAM
1343
Belpointe Asset Management
Nevada
$418K +$163K +5,706 +64%
RW
1344
REDW Wealth
New Mexico
$416K – – –
TFS
1345
TrustCore Financial Services
Tennessee
$416K +$11.2K +393 +3%
BDWM
1346
Brewin Dolphin Wealth Management
Ireland
$416K – – –
CF
1347
Copperwynd Financial
Arizona
$414K +$3.26K +114 +0.8%
CC
1348
Courier Capital
New York
$412K +$37.1K +1,299 +10%
VF
1349
Virtu Financial
New York
$412K +$412K +14,433 New
FAN
1350
Financial Advisors Network
California
$412K +$412K +14,436 New
52 53
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