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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 %
F
1501
F3Logic
Minnesota
$280K +$24.8K +873 +10%
KA
1502
Kaizen Advisory
Illinois
$280K +$159K +5,580 +132%
TIA
1503
Tiemann Investment Advisors
California
$279K -$25.2K -885 -8%
EF
1504
Empirical Finance
Pennsylvania
$279K -$11.6K -408 -4%
OA
1505
Oxbow Advisors
Texas
$278K – – –
AF
1506
Affiance Financial
Minnesota
$277K -$19.2K -672 -6%
HPC
1507
Hobart Private Capital
North Carolina
$276K +$276K +9,681 New
AUB
1508
Atlantic Union Bankshares
Virginia
$276K -$219K -7,680 -44%
PA
1509
Probity Advisors
Texas
$276K -$8.07K -282 -3%
SIAM
1510
Sterling Investment Advisors (Missouri)
Missouri
$275K +$257 +9 +0.1%
BRC
1511
Bell Rock Capital
Delaware
$274K +$131K +4,590 +92%
RWM
1512
Ritholtz Wealth Management
New York
$273K -$73.3K -2,565 -21%
WI
1513
Wedgewood Investors
Pennsylvania
$273K -$17.1K -600 -6%
CCM
1514
Chilton Capital Management
Texas
$273K +$7.03K +246 +3%
FNFDCM
1515
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$273K +$14.1K +495 +5%
WWM
1516
Windsor Wealth Management
Indiana
$272K -$84.2K -2,949 -24%
HK
1517
Horizon Kinetics
New York
$271K – – –
CC
1518
Chicago Capital
Illinois
$271K +$35.9K +1,260 +15%
RCM
1519
RB Capital Management
Nevada
$271K +$271K +9,498 New
OSNBOA
1520
Old Second National Bank of Aurora
Illinois
$269K – – –
BST
1521
Bath Savings Trust
Maine
$268K -$18K -630 -6%
AIS
1522
Accurate Investment Solutions
Pennsylvania
$267K +$943 +33 +0.4%
AP
1523
Appleton Partners
Massachusetts
$266K +$5.65K +198 +2%
CF
1524
Corrigan Financial
Rhode Island
$265K +$86 +3 +0%
HDIM
1525
Hanson & Doremus Investment Management
Vermont
$263K -$485K -17,001 -65%
59 60
61
62 63