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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 %
Fuller & Thaler Asset Management
351
Fuller & Thaler Asset Management
California
$9.6M +$2.13M +88,500 +28%
CSIC
352
Clifford Swan Investment Counsel
California
$9.55M -$619K -25,755 -6%
HFS
353
HL Financial Services
Kentucky
$9.54M -$465K -19,338 -5%
TBA
354
Tower Bridge Advisors
Pennsylvania
$9.44M +$402K +16,728 +4%
CGT
355
Capital Guardian Trust
California
$9.4M -$97.2K -4,044 -1%
SIRP
356
Shelter Insurance Retirement Plan
Missouri
$9.39M – – –
SMI
357
Shelter Mutual Insurance
Missouri
$9.3M – – –
MAM
358
Meeder Asset Management
Ohio
$9.25M -$5.98K -249 -0.1%
SFG
359
Sather Financial Group
Texas
$9.24M -$62.7K -2,610 -0.7%
Mariner
360
Mariner
Kansas
$9.15M -$34K -1,416 -0.4%
MA
361
MUFG Americas
New York
$9.1M -$60.4K -2,514 -0.7%
IIM
362
Intact Investment Management
Quebec, Canada
$9.07M -$1.89M -78,600 -17%
OTPPB
363
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.03M -$2.38M -99,213 -21%
AMI
364
Amica Mutual Insurance
Rhode Island
$9.02M – – –
Brown Advisory
365
Brown Advisory
Maryland
$8.94M +$815K +33,906 +10%
BCM
366
Buckhead Capital Management
Georgia
$8.9M +$683K +28,434 +8%
LIM
367
Lathrop Investment Management
Arkansas
$8.81M +$512K +21,309 +6%
B
368
Barings
North Carolina
$8.73M +$4.16M +173,325 +91%
OC
369
Oppenheimer & Co
New York
$8.73M -$1.05M -43,884 -11%
GG
370
Greenwood Gearhart
Arkansas
$8.72M -$9.66K -402 -0.1%
XK
371
Xact Kapitalforvaltning
Sweden
$8.7M +$585K +24,330 +7%
UR
372
USCA RIA
Texas
$8.65M +$1.32M +54,774 +18%
MLM
373
Mount Lucas Management
Pennsylvania
$8.63M -$1.03M -42,828 -11%
HIC
374
Hartline Investment Corp
Illinois
$8.58M +$144 +6 +0%
SIM
375
Sentry Investment Management
Wisconsin
$8.57M +$129K +5,382 +2%
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