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Walmart

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
Name Holding Trade Value Shares
Change
Shares
Change %
MRCM
1626
M&R Capital Management
New Jersey
$172K
SNT
1627
Security National Trust
West Virginia
$171K -$3.42K -120 -2%
DOA
1628
D'Orazio & Associates
Virginia
$169K -$4.28K -150 -2%
AIM
1629
Arcadia Investment Management
Michigan
$169K
RWP
1630
RWA Wealth Partners
Massachusetts
$166K +$72.2K +2,526 +77%
KJWM
1631
Kiley Juergens Wealth Management
Washington
$165K +$165K +5,802 New
AWM
1632
Avior Wealth Management
Nebraska
$162K +$12.9K +450 +9%
SAS
1633
Stelac Advisory Services
New York
$161K +$40K +1,398 +33%
HI
1634
Hendershot Investments
Virginia
$156K -$15.6K -546 -9%
AOWM
1635
Alpha Omega Wealth Management
Virginia
$152K +$4.3K +150 +3%
IGGA
1636
Iron Gate Global Advisors
Utah
$152K +$152K +5,337 New
PCA
1637
Providence Capital Advisors
North Carolina
$151K -$31.4K -1,101 -17%
KTC
1638
Kistler-Tiffany Companies
Pennsylvania
$149K -$17.1K -600 -10%
WWM
1639
Wagner Wealth Management
South Carolina
$148K +$35.3K +1,236 +31%
HCA
1640
Heck Capital Advisors
Wisconsin
$144K +$144K +5,043 New
APSP
1641
Asset Planning Services (Pennsylvania)
Pennsylvania
$139K
ACM
1642
AUA Capital Management
Pennsylvania
$139K
ABA
1643
American Beacon Advisors
Texas
$138K +$21.3K +750 +18%
EWM
1644
Endurance Wealth Management
Rhode Island
$136K
WAP
1645
Wealthcare Advisory Partners
Pennsylvania
$131K +$40.7K +1,425 +45%
PCM
1646
Princeton Capital Management
New Jersey
$130K
SM
1647
SG3 Management
Puerto Rico
$128K
GRP
1648
Global Retirement Partners
California
$126K -$1.37K -48 -1%
GBBWRPM
1649
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$126K
AP
1650
Atwood & Palmer
Missouri
$123K +$2.92K +102 +2%