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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 %
RWA
1826
RGT Wealth Advisors
Texas
– -$354K -11,934 Closed
HGWM
1827
Harvest Group Wealth Management
Massachusetts
– -$344K -11,592 Closed
BFO
1828
Biltmore Family Office
North Carolina
– -$289K -9,675 Closed
AIS
1829
AlphaOne Investment Services
Pennsylvania
– -$271K -9,144 Closed
PGA
1830
Premia Global Advisors
Florida
– -$249K -8,418 Closed
CAG
1831
Crestwood Advisors Group
Massachusetts
– -$241K -8,118 Closed
BSAM
1832
Blue Sky Asset Management
Colorado
– -$233K -7,848 Closed
PCM
1833
Palisade Capital Management
New Jersey
– -$222K -7,500 Closed
IAM
1834
Iridian Asset Management
Connecticut
– -$222K -7,500 Closed
CIC
1835
Cornercap Investment Counsel
Georgia
– -$219K -7,371 Closed
RMDI
1836
R.M. Davis Inc
Maine
– -$218K -7,359 Closed
SA
1837
Strategic Advisors
New York
– -$216K -7,293 Closed
AI
1838
Accredited Investors
Minnesota
– -$208K -7,017 Closed
VNA
1839
VNBTrust National Association
Virginia
– -$207K -6,993 Closed
RGIA
1840
Rainier Group Investment Advisory
Washington
– -$207K -6,972 Closed
PWM
1841
Paulson Wealth Management
Illinois
– -$206K -6,936 Closed
ST
1842
Sabal Trust
Florida
– -$203K -6,843 Closed
NEPPG
1843
New England Professional Planning Group
Rhode Island
– -$201K -6,813 Closed
ACM
1844
Armbruster Capital Management
New York
– -$151K -5,100 Closed
BCM
1845
Basswood Capital Management
New York
– -$120K -4,059 Closed
PCM
1846
Prelude Capital Management
New York
– -$112K -3,768 Closed
HMS
1847
Hanseatic Management Services
New Mexico
– -$107K -3,603 Closed
CGT
1848
Capital Guardian Trust
California
– -$107K -3,600 Closed
CCA
1849
Clearwater Capital Advisors
Illinois
– -$89K -3,000 Closed
CI
1850
Cavalier Investments
Georgia
– -$82K -2,754 Closed
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