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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 %
DWA
1701
Divergent Wealth Advisors
Utah
$43K
WA
1702
WP Advisors
California
$43K +$43K +1,518 New
CBT
1703
Central Bank & Trust
Kentucky
$42K
LFG
1704
LifePlan Financial Group
Ohio
$41K
PGWM
1705
Parisi Gray Wealth Management
New Jersey
$40K
MIP
1706
Mondrian Investment Partners
United Kingdom
$35K -$34.6K -1,224 -50%
PW
1707
Price Wealth
Texas
$35K +$17K +585 +95%
IAS
1708
IMA Advisory Services
Colorado
$35K +$35K +1,230 New
RA
1709
Rational Advisors
New York
$34K -$50.8K -1,770 -60%
CC
1710
Claybrook Capital
Massachusetts
$34K
BCI
1711
Brinker Capital Investments
Pennsylvania
$34K +$25.3K +888 +290%
VCM
1712
Vigilant Capital Management
Maine
$33K +$22.2K +771 +206%
WA
1713
WealthTrust-Arizona
Arizona
$32K -$1.38K -48 -4%
LWA
1714
Lowe Wealth Advisors
Maryland
$32K +$422 +15 +1%
TC
1715
Trilogy Capital
California
$32K +$9K +312 +39%
RCG
1716
Ruggie Capital Group
Florida
$31K -$27.8K -975 -47%
NSB
1717
Norway Savings Bank
Maine
$31K -$86 -3 -0.3%
TDC
1718
Thompson Davis & Co
Virginia
$30K -$29K -1,005 -49%
MBT
1719
Monroe Bank & Trust
Michigan
$30K
RAM
1720
Riggs Asset Management
Pennsylvania
$30K
CCMW
1721
Cypress Capital Management (Wyoming)
Wyoming
$29K
QAM
1722
QCI Asset Management
New York
$27K +$8.54K +300 +46%
ARMC
1723
American Research & Management Company
Massachusetts
$26K
CAM
1724
Close Asset Management
United Kingdom
$26K
HS
1725
Horan Securities
United States
$25K