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Walmart
WMT

Overview Fund Activity

1,509 hedge funds and large institutions have $65B invested in Walmart in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 571 increasing their positions, 665 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
-11
Holders Change %
-0.72%
% of All Funds
37.62%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.75%
New
99
Increased
571
Reduced
665
Closed
96
Calls
$832M
Puts
$1.33B
Net Calls
-$500M
Net Calls Change
+$142M

Top Buyers

1
BlackRock
BlackRock
New York
+$6.23B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$230M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$187M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$161M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$147M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$185M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$121M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$109M
4
PPA
Parametric Portfolio Associates
Washington
-$101M
5
Morgan Stanley
Morgan Stanley
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jacobs Levy Equity Management
276
Jacobs Levy Equity Management
New Jersey
$16.7M -$312K -12,990 -2%
HCM
277
Horan Capital Management
Maryland
$16.6M +$1.1M +45,957 +7%
CPSAC
278
Chas P. Smith & Associates (CPS)
Florida
$16.5M +$1.29M +53,688 +8%
IC
279
InterOcean Capital
Illinois
$15.5M +$3.34M +139,035 +27%
ZIG
280
Zurich Insurance Group
Switzerland
$15.4M -$844K -35,124 -5%
VWM
281
Valley Wealth Managers
New Jersey
$15.4M +$912K +37,938 +6%
DIA
282
Davidson Investment Advisors
Montana
$15.4M +$6.89M +286,911 +81%
NIM
283
Nexus Investment Management
Ontario, Canada
$15.3M +$68.5K +2,850 +0.5%
Janus Henderson Group
284
Janus Henderson Group
United Kingdom
$15.2M +$177K +7,365 +1%
HNB
285
Huntington National Bank
Ohio
$15.1M -$702K -29,223 -4%
MSA
286
Mason Street Advisors
Wisconsin
$15M +$152K +6,312 +1%
Creative Planning
287
Creative Planning
Kansas
$14.9M -$1.04M -43,155 -7%
ERSOT
288
Employees Retirement System of Texas
Texas
$14.9M -$3.82M -159,000 -20%
NB
289
Norinchukin Bank
Japan
$14.8M +$615K +25,593 +4%
GIA
290
Granite Investment Advisors
New Hampshire
$14.3M +$2.71M +112,827 +23%
TIAAOA
291
Teachers Insurance & Annuity Association of America
New York
$14.1M – – –
AF
292
Ally Financial
Michigan
$14.1M – – –
ACM
293
Azimuth Capital Management
Michigan
$13.9M +$266K +11,067 +2%
Victory Capital Management
294
Victory Capital Management
Texas
$13.9M +$1.98M +82,359 +17%
HPC
295
HM Payson & Co
Maine
$13.6M -$4.47M -186,243 -25%
DILIC
296
Dai-ichi Life Insurance Company
Japan
$13.5M – – –
PFM
297
Parsec Financial Management
North Carolina
$13.4M +$161K +6,711 +1%
WIC
298
Willis Investment Counsel
Georgia
$13.4M +$108K +4,500 +0.8%
HCM
299
Huber Capital Management
California
$13.3M -$2.51M -104,568 -16%
MOACM
300
Mutual of America Capital Management
New York
$13.1M +$320K +13,317 +2%
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