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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 %
NCM
1651
Nelson Capital Management
California
$123K +$12.9K +450 +12%
BAM
1652
Barrett Asset Management
New York
$121K – – –
GTAM
1653
Global Trust Asset Management
Florida
$116K -$2.14K -75 -2%
MCM
1654
MV Capital Management
Maryland
$113K – – –
MSA
1655
Marino Stram & Associates
Massachusetts
$112K +$943 +33 +0.8%
CIA
1656
CSat Investment Advisory
Michigan
$111K +$111K +3,891 New
SAM
1657
Solaris Asset Management
New York
$103K – – –
ME
1658
McIlrath & Eck
Washington
$99K -$75.9K -2,664 -43%
WIM
1659
Westside Investment Management
California
$98.8K +$16.9K +600 +21%
MWM
1660
MinichMacGregor Wealth Management
New York
$94K -$18.6K -669 -17%
PCTC
1661
Perkins Coie Trust Company
Washington
$93K – – –
DSN
1662
D. Scott Neal
Kentucky
$92K – – –
BA
1663
Ballew Advisors
Mississippi
$90K +$171 +6 +0.2%
FGAM
1664
Financial Gravity Asset Management
Texas
$90K +$28K +936 +45%
MFBTD
1665
MB Financial Bank - Trust Department
Illinois
$89K – – –
CA
1666
Crewe Advisors
Utah
$87K +$43.5K +1,494 +100%
SPL
1667
Smart Portfolios LLC
Washington
$86K – – –
ML
1668
McAdam LLC
Pennsylvania
$83K +$9K +315 +12%
JFA
1669
JNBA Financial Advisors
Minnesota
$82K – – –
WOC
1670
West Oak Capital
California
$81.4K – – –
BWL
1671
Bogart Wealth LLC
Virginia
$79K +$20.3K +717 +35%
BCM
1672
Blume Capital Management
California
$77K – – –
AWA
1673
Acorn Wealth Advisors
Michigan
$75K +$10K +360 +15%
LC
1674
Landaas & Company
Wisconsin
$75K +$75K +2,619 New
LWA
1675
Lenox Wealth Advisors
New York
$74K -$100K -3,513 -58%
65 66
67
68 69