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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 %
FRM
1376
Foundation Resource Management
Arkansas
$388K – – –
IPGDR
1377
Investidor Profissional Gestao de Recursos
Brazil
$387K -$58.3K -2,040 -13%
MLL
1378
Moody Lynn & Lieberson
Massachusetts
$386K -$44K -1,542 -10%
GAM
1379
Gould Asset Management
California
$385K -$4.28K -150 -1%
FBT
1380
First Bank & Trust
South Dakota
$385K -$1.54K -54 -0.4%
RSVP
1381
Ramsay Stattman Vela & Price
Colorado
$385K – – –
PCMC
1382
Paragon Capital Management (Colorado)
Colorado
$385K +$86 +3 +0%
SAM
1383
Sawgrass Asset Management
Florida
$385K +$8.56K +300 +2%
KB
1384
Kimelman & Baird
New York
$385K +$385K +13,500 New
JIC
1385
Joel Isaacson & Co
New York
$384K – – –
AWA
1386
Arete Wealth Advisors
Illinois
$384K +$155K +5,421 +68%
PK
1387
Pflug Koory
Nebraska
$379K +$17.3K +606 +5%
CCP
1388
Corient Capital Partners
California
$379K +$70.5K +2,472 +23%
KCM
1389
Karp Capital Management
California
$377K -$36.6K -1,281 -9%
ERIM
1390
Eagle Ridge Investment Management
Connecticut
$376K +$35.4K +1,239 +10%
PAS
1391
Partnervest Advisory Services
California
$375K -$113K -3,951 -23%
WPA
1392
Winning Points Advisors
Florida
$375K – – –
ACP
1393
Arcus Capital Partners
Georgia
$375K – – –
DDC
1394
DF Dent & Co
Maryland
$374K +$374K +13,098 New
DJSG
1395
D.J. St. Germain
Massachusetts
$372K +$10.7K +375 +3%
TC
1396
Truvestments Capital
Florida
$370K +$370K +12,945 New
YWP
1397
YorkBridge Wealth Partners
New York
$369K -$21K -735 -5%
PIA
1398
Pinion Investment Advisors
Kansas
$369K +$17.7K +621 +5%
Coatue Management
1399
Coatue Management
New York
$368K +$224K +7,872 +156%
LA
1400
LexAurum Advisors
Kansas
$365K +$16.4K +576 +5%
54 55
56
57 58