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Walmart
WMT

Overview Fund Activity

1,556 hedge funds and large institutions have $70.8B invested in Walmart in 2017 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 619 increasing their positions, 631 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
+5
Holders Change %
+0.32%
% of All Funds
38.85%
Holding in Top 10
62
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.68%
% of All Funds
1.55%
New
103
Increased
619
Reduced
631
Closed
85
Calls
$1.13B
Puts
$1.45B
Net Calls
-$323M
Net Calls Change
-$200M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$575M
2
Morgan Stanley
Morgan Stanley
New York
+$365M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$336M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$279M
5
Capital World Investors
Capital World Investors
California
+$256M

Top Sellers

1
State Street
State Street
Massachusetts
-$319M
2
BBHC
Brown Brothers Harriman & Co
New York
-$179M
3
Millennium Management
Millennium Management
New York
-$166M
4
American Century Companies
American Century Companies
Missouri
-$139M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
276
Boston Advisors
Massachusetts
$17.7M +$17.7M +681,138 New
HCM
277
Horan Capital Management
Maryland
$17.7M -$248K -9,537 -1%
LCM
278
Landscape Capital Management
New Jersey
$17.5M +$17.5M +672,090 New
DA
279
Denali Advisors
California
$17.2M -$695K -26,700 -4%
VWM
280
Valley Wealth Managers
New Jersey
$17.2M +$288K +11,043 +2%
Macquarie Group
281
Macquarie Group
Australia
$17.1M -$212K -8,145 -1%
Creative Planning
282
Creative Planning
Kansas
$17.1M +$1.1M +42,192 +7%
SW
283
SVB Wealth
Massachusetts
$17M +$1.32M +50,781 +8%
NIM
284
Nexus Investment Management
Ontario, Canada
$16.8M +$135K +5,175 +0.8%
NB
285
Norinchukin Bank
Japan
$16.7M +$372K +14,289 +2%
FFIC
286
First Fiduciary Investment Counsel
Ohio
$16.3M -$391 -15 -0%
ZIG
287
Zurich Insurance Group
Switzerland
$16.2M -$724K -27,801 -4%
Jacobs Levy Equity Management
288
Jacobs Levy Equity Management
New Jersey
$16.2M +$3.07M +117,771 +23%
MSA
289
Mason Street Advisors
Wisconsin
$15.9M -$142K -5,439 -0.9%
DILIC
290
Dai-ichi Life Insurance Company
Japan
$15.9M -$938K -36,000 -6%
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$15.7M +$8.67M +333,006 +124%
SC
292
Scotia Capital
Ontario, Canada
$15.6M +$748K +28,704 +5%
GAI
293
General American Investors
New York
$15.6M +$15.6M +600,000 New
SGI
294
Summit Global Investments
Utah
$15.5M +$8.15M +312,972 +111%
ABTD
295
Arvest Bank Trust Division
Oklahoma
$15.4M +$4.24M +162,666 +38%
ACM
296
Azimuth Capital Management
Michigan
$15.3M +$112K +4,284 +0.7%
LTFS
297
Ladenburg Thalmann Financial Services
Florida
$15.3M +$712K +27,303 +5%
DWM
298
Doyle Wealth Management
Florida
$15.2M +$1.28M +49,170 +9%
CIBC Asset Management
299
CIBC Asset Management
Ontario, Canada
$14.9M -$16.8M -643,392 -53%
BF
300
BOK Financial
Oklahoma
$14.7M +$1.58M +60,789 +12%
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