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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 %
MIP
1601
Marietta Investment Partners
Wisconsin
$206K – – –
AC
1602
Avestar Capital
New York
$206K +$156K +5,541 +313%
CWA
1603
Clarus Wealth Advisors
Arizona
$205K – – –
LFR
1604
Lehman Financial Resources
Pennsylvania
$205K – – –
MBA
1605
McQueen Ball & Associates
Pennsylvania
$205K +$86 +3 +0%
SWA
1606
Sutton Wealth Advisors
Florida
$204K +$6.6K +231 +3%
SCM
1607
Stonebridge Capital Management
California
$203K – – –
KCM
1608
Kanawha Capital Management
Virginia
$203K – – –
SIG
1609
Sky Investment Group
Connecticut
$201K – – –
MFT
1610
Moisand Fitzgerald Tamayo
Florida
$201K – – –
M
1611
MOTCO
Texas
$199K -$72.9K -2,550 -27%
IOOF
1612
Independent Order of Foresters
Ontario, Canada
$199K – – –
FIA
1613
FNY Investment Advisers
New York
$194K +$194K +6,801 New
KCPG
1614
Kavar Capital Partners Group
Kansas
$193K -$14.3K -501 -7%
VCM
1615
Versant Capital Management
Arizona
$193K -$5.05K -177 -3%
BCA
1616
Bay Colony Advisors
Massachusetts
$190K +$190K +6,639 New
NWM
1617
Northwest Wealth Management
Iowa
$186K -$20.1K -705 -10%
SFSIG
1618
San Francisco Sentry Investment Group
California
$184K -$224K -7,851 -55%
PHK
1619
Point72 Hong Kong
Hong Kong
$184K -$159K -5,592 -46%
RCC
1620
Red Cedar Capital
Nebraska
$179K – – –
EVC
1621
Eidelman Virant Capital
Missouri
$179K +$42.6K +1,500 +31%
BWA
1622
Burt Wealth Advisors
Maryland
$177K -$21.8K -765 -11%
C
1623
Cerebellum
California
$176K -$5.67K -198 -3%
GI
1624
Gradient Investments
Minnesota
$176K +$17.6K +615 +11%
GFP
1625
Gryphon Financial Partners
Ohio
$173K -$5.73K -201 -3%
63 64
65
66 67