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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 %
RAM
1351
Redmond Asset Management
Virginia
$411K +$46.7K +1,635 +13%
TL
1352
TrueWealth LLC
Georgia
$410K +$171 +6 +0%
AL
1353
Aspiriant LLC
California
$410K +$93.3K +3,267 +29%
EP
1354
Edgestream Partners
New Jersey
$410K +$410K +14,355 New
OAM
1355
Occidental Asset Management
California
$409K +$28.6K +1,002 +8%
Lido Advisors
1356
Lido Advisors
California
$408K -$94K -3,300 -19%
OAM
1357
Oak Asset Management
California
$407K – – –
BC
1358
Burleson & Co
California
$407K +$88.1K +3,087 +28%
JC
1359
Jacobs & Co
California
$404K – – –
RPC
1360
Rossmore Private Capital
Connecticut
$403K -$19K -666 -5%
AW
1361
Alpha Windward
Massachusetts
$403K +$1.8K +63 +0.4%
LSAG
1362
Lake Street Advisors Group
New Hampshire
$402K -$20.7K -726 -5%
DHFB
1363
Dixon Hubard Feinour & Brown
Virginia
$402K – – –
GW
1364
GW & Wade
Massachusetts
$401K +$3.69K +129 +0.9%
AF
1365
Allworth Financial
California
$401K +$7.79K +273 +2%
HH
1366
Hilltop Holdings
Texas
$398K -$111K -3,897 -22%
MWPCG
1367
Measured Wealth Private Client Group
New Hampshire
$398K +$398K +13,956 New
MPI
1368
Mairs & Power Inc
Minnesota
$396K -$25.7K -900 -6%
SCI
1369
Stableford Capital II
Arizona
$394K +$25.3K +885 +7%
CPIG
1370
Chicago Partners Investment Group
Illinois
$393K +$236K +8,253 +150%
CAM
1371
CenterStar Asset Management
Illinois
$392K -$12K – –
AIP
1372
Ahrens Investment Partners
Louisiana
$389K -$5.14K -180 -1%
SFG
1373
Summit Financial Group
West Virginia
$389K – – –
MSR
1374
Main Street Research
Connecticut
$389K +$14.4K +504 +4%
QCG
1375
Quadrant Capital Group
Ohio
$388K -$2.78K -102 -0.7%
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