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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 %
ACM
1551
Advisors Capital Management
New Jersey
$237K -$284K -9,918 -54%
TWM
1552
Titus Wealth Management
California
$237K -$5.57K -195 -2%
CCM
1553
Canal Capital Management
Virginia
$237K +$1.89K +66 +0.8%
CAC
1554
Certified Advisory Corp
Florida
$236K -$6.61K -231 -3%
CLCM
1555
Crawford Lake Capital Management
New Jersey
$236K +$236K +8,250 New
EIG
1556
Ellenbecker Investment Group
Wisconsin
$233K +$1.37K +48 +0.6%
MCM
1557
McRae Capital Management
New Jersey
$233K +$233K +8,154 New
SIM
1558
SSI Investment Management
California
$232K -$40.4K -1,410 -15%
DA
1559
Doliver Advisors
Texas
$231K +$231K +8,073 New
KC
1560
KHP Capital
Oklahoma
$230K +$92.9K +3,252 +68%
SAM
1561
Shamrock Asset Management
Texas
$229K -$6K -210 -3%
MC
1562
Miles Capital
Iowa
$229K – – –
SS
1563
Sunbelt Securities
Texas
$227K -$4.72K -165 -2%
AAP
1564
Arax Advisory Partners
Colorado
$227K +$2.74K +96 +1%
RHBC
1565
R.H. Bluestein & Co
Michigan
$227K +$17.2K +600 +8%
Diamond Hill Capital Management
1566
Diamond Hill Capital Management
Ohio
$227K +$227K +7,941 New
TCM
1567
Tufton Capital Management
Maryland
$226K -$39.5K -1,383 -15%
CHP
1568
Cable Hill Partners
Oregon
$225K -$8.13K -285 -3%
DWM
1569
Destination Wealth Management
California
$225K +$81.2K +2,841 +56%
BI
1570
Bramshill Investments
Florida
$225K +$225K +7,893 New
DK
1571
Darrell & King
Virginia
$224K -$21.4K -750 -9%
RW
1572
Rand Wealth
Maryland
$224K – – –
PFA
1573
Paradigm Financial Advisors
Missouri
$224K +$171 +6 +0.1%
NA
1574
Navellier & Associates
Nevada
$223K -$8.58K -300 -4%
TAM
1575
Trillium Asset Management
Massachusetts
$223K – – –
61 62
63
64 65