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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 %
IIC
1526
Integrated Investment Consultants
Michigan
$263K -$60K -2,100 -19%
CAGAS
1527
Capital Advisory Group Advisory Services
Minnesota
$263K -$8.71K -303 -3%
AIM
1528
Advantage Investment Management
Iowa
$262K -$935K -32,772 -78%
NB
1529
Nicolet Bankshares
Wisconsin
$262K -$42.7K -1,494 -14%
ATFA
1530
All Terrain Financial Advisors
Minnesota
$262K -$8.57K -300 -3%
FFC
1531
First Financial Corp
Indiana
$262K -$342 -12 -0.1%
HTHT
1532
Hemenway Trust Hemenway Trust
New Hampshire
$259K -$10.9K -381 -4%
AAM
1533
American Asset Management
Florida
$256K -$4.28K -150 -2%
AIP
1534
Almanack Investment Partners
Pennsylvania
$253K +$3.93K +138 +2%
CA
1535
CapWealth Advisors
Tennessee
$253K +$7.54K +264 +3%
PCIA
1536
Prime Capital Investment Advisors
Kansas
$253K +$133K +4,671 +111%
LC
1537
LCNB Corp
Ohio
$249K +$249K +8,727 New
MWM
1538
Meridian Wealth Management
Kentucky
$248K -$297K -10,410 -55%
RCA
1539
Rowland Carmichael Advisors
Arizona
$248K +$248K +8,685 New
IWC
1540
Integrated Wealth Concepts
Massachusetts
$247K -$15.3K -546 -6%
CIC
1541
Chilton Investment Company
Connecticut
$245K -$85.7K -3,000 -26%
H
1542
HoyleCohen
California
$242K +$1.46K +51 +0.6%
FPCP
1543
Fort Point Capital Partners
California
$241K -$405K -14,223 -63%
GAM
1544
Gemmer Asset Management
California
$241K -$13.8K -483 -5%
WA
1545
WealthTrust Axiom
Pennsylvania
$241K – – –
GAM
1546
Garrison Asset Management
Arkansas
$240K – – –
SBL
1547
Sargent Bickham Lagudis
Colorado
$239K +$30.8K +1,077 +15%
PIM
1548
Penobscot Investment Management
Massachusetts
$238K – – –
RCM
1549
RNC Capital Management
California
$238K +$86 +3 +0%
LFA
1550
Legacy Financial Advisors
Kentucky
$238K +$11K +378 +5%
60 61
62
63 64