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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 %
FIM
201
Foresters Investment Management
New York
$30.7M +$1.12M +39,300 +4%
SI
202
Stephens Inc
Arkansas
$30.3M +$727K +25,467 +2%
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$30.3M +$9.43M +330,243 +45%
TPSF
204
Texas Permanent School Fund
Texas
$30.2M -$1.89M -66,063 -6%
TAM
205
Tocqueville Asset Management
New York
$29.9M +$1.44M +50,451 +5%
Envestnet Asset Management
206
Envestnet Asset Management
Illinois
$29.3M +$17.9M +628,041 +158%
BHC
207
Bowen Hanes & Co
Florida
$29.2M +$3.57M +125,109 +14%
LTFS
208
Ladenburg Thalmann Financial Services
Florida
$28.8M – – –
MCIM
209
Meadow Creek Investment Management
Georgia
$28.7M -$4.06M -142,320 -12%
SAM
210
Shell Asset Management
Netherlands
$28.7M +$744K +26,067 +3%
QI
211
QS Investors
New York
$28.6M +$940K +32,913 +3%
CWM
212
CIBC World Markets
New York
$28.4M -$29.7M -1,041,813 -51%
CTB
213
Country Trust Bank
Illinois
$28.2M +$2.98M +104,241 +12%
Marshall Wace
214
Marshall Wace
United Kingdom
$28M +$28M +981,609 New
BTS
215
BB&T Securities
Virginia
$27.9M +$4.88M +170,808 +21%
CIC
216
Crawford Investment Counsel
Georgia
$27.8M +$617K +21,627 +2%
SGAM
217
Smith Group Asset Management
Texas
$27.8M +$2.34M +81,816 +9%
Federated Hermes
218
Federated Hermes
Pennsylvania
$27.4M -$12.8M -446,940 -32%
UCFA
219
United Capital Financial Advisors
Texas
$27.3M +$1.25M +43,737 +5%
JIR
220
James Investment Research
Ohio
$27.2M -$1.63M -57,162 -6%
MC
221
Maverick Capital
Texas
$27.2M +$23.3M +816,690 +604%
Dodge & Cox
222
Dodge & Cox
California
$27.1M -$6.19M -216,720 -19%
Axa
223
Axa
France
$26.5M -$576K -20,175 -2%
LCS
224
Levin Capital Strategies
New York
$26M +$25.7M +901,797 +11,473%
M&T Bank
225
M&T Bank
New York
$25.8M +$161K +5,646 +0.6%
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