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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 %
GLI
1426
Guardian Life Insurance
New York
$343K +$54.6K +1,914 +19%
EA
1427
Edge Advisors
Georgia
$343K +$85.9K +3,012 +33%
KIC
1428
Keating Investment Counselors
Florida
$342K -$128K -4,500 -27%
NPA
1429
Nichols & Pratt Advisers
Massachusetts
$342K +$54K +1,575 +19%
BFPW
1430
BOK Financial Private Wealth
Colorado
$338K – – –
SLF
1431
Sun Life Financial
Ontario, Canada
$336K +$286K +9,990 +565%
BJL
1432
Brighton Jones LLC
Washington
$335K -$616K -21,543 -65%
CCMD
1433
Cypress Capital Management (Delaware)
Delaware
$334K – – –
ICM
1434
Ionic Capital Management
New York
$334K +$334K +11,700 New
SSG
1435
Summit Securities Group
New York
$334K +$334K +11,700 New
FTI
1436
Fiduciary Trust International
Massachusetts
$332K +$857 +30 +0.3%
ZIC
1437
ZWJ Investment Counsel
Georgia
$332K +$16.6K +582 +5%
SFM
1438
Signature Financial Management
Virginia
$332K +$332K +11,625 New
PCM
1439
Poehling Capital Management
Wisconsin
$330K -$22.4K -783 -6%
BOS
1440
Bingham Osborn & Scarborough
California
$330K +$10.7K +375 +3%
BBA
1441
BLB&B Advisors
Pennsylvania
$329K -$5.66K -198 -2%
NAM
1442
NTV Asset Management
West Virginia
$328K – – –
BWAM
1443
Boyd Watterson Asset Management
Ohio
$328K – – –
JIM
1444
Jupiter Investment Management
United Kingdom
$327K -$70.5M -2,474,313 -100%
HCMT
1445
Highland Capital Management (Tennessee)
Tennessee
$327K – – –
DSI
1446
Daiwa SB Investments
Japan
$327K +$287K +10,050 +713%
CB
1447
CNB Bank
Pennsylvania
$324K -$34.3K -1,200 -10%
SPC
1448
Stewart & Patten Company
California
$321K -$68.4K -2,400 -18%
VIA
1449
Vantage Investment Advisors
Pennsylvania
$318K – – –
RMCM
1450
Reynders McVeigh Capital Management
Massachusetts
$318K +$11.8K +414 +4%
56 57
58
59 60