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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 %
NMERB
326
New Mexico Educational Retirement Board
New Mexico
$11M -$670K -27,900 -6%
FCI
327
Financial Counselors Inc
Kansas
$10.9M -$217K -9,012 -2%
SAM
328
Securian Asset Management
Minnesota
$10.9M +$77.5K +3,225 +0.7%
HT
329
HighTower Trust
Texas
$10.9M -$172K -7,140 -2%
CTC
330
Central Trust Company
Missouri
$10.8M -$984K -40,941 -8%
LS
331
Livforsakringsbolaget Skandia
Sweden
$10.8M -$2.96M -123,000 -22%
B
332
BP
United Kingdom
$10.7M -$3.24M -135,000 -23%
ABTD
333
Arvest Bank Trust Division
Oklahoma
$10.6M -$922K -38,364 -8%
TFA
334
Transamerica Financial Advisors
Florida
$10.6M +$3.07M +127,659 +41%
TSW
335
Thompson Siegel & Walmsley
Virginia
$10.4M -$1.51M -63,045 -13%
LHC
336
Levy Harkins & Co
New York
$10.3M -$140K -5,832 -1%
SMDAM
337
Sumitomo Mitsui DS Asset Management
Japan
$10.3M +$928K +38,637 +10%
PR
338
Payden & Rygel
California
$10.2M – – –
GAM
339
Guinness Asset Management
United Kingdom
$10.2M +$1.56M +65,010 +18%
BF
340
BOK Financial
Oklahoma
$10.2M -$201K -8,352 -2%
WI
341
Wafra Inc
New York
$10.1M +$330K +13,734 +3%
GMI
342
Greystone Managed Investments
Saskatchewan, Canada
$10M -$685K -28,500 -6%
DCM
343
Dupont Capital Management
Delaware
$9.94M +$1.56M +64,827 +19%
GT
344
Glenview Trust
Kentucky
$9.87M +$383K +15,939 +4%
BAM
345
Berkshire Asset Management
Pennsylvania
$9.86M +$802K +33,369 +9%
TH
346
TCTC Holdings
Texas
$9.85M +$968K +40,281 +11%
DAM
347
Delta Asset Management
Tennessee
$9.84M +$155K +6,459 +2%
FM
348
Foster & Motley
Ohio
$9.84M +$3.47M +144,306 +54%
FMII
349
Farmers & Merchants Investments Inc
Nebraska
$9.83M -$381K -15,855 -4%
LIC
350
Lodestar Investment Counsel
Illinois
$9.69M +$115K +4,800 +1%
12 13
14
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