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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 %
ANBT
426
American National Bank & Trust
Texas
$6.45M -$387K -16,086 -6%
TAM
427
Tiverton Asset Management
Delaware
$6.44M -$7.07M -294,351 -52%
VHAM
428
Van Hulzen Asset Management
California
$6.43M +$181K +7,533 +3%
NEI
429
Northwest & Ethical Investments
Ontario, Canada
$6.39M +$644K +26,805 +11%
OPCM
430
Osborne Partners Capital Management
California
$6.3M -$901K -37,500 -13%
FWIA
431
Fort Washington Investment Advisors
Ohio
$6.26M +$115K +4,776 +2%
AAM
432
Auxier Asset Management
Oregon
$6.21M +$48.7K +2,025 +0.8%
WMSA
433
Weiss Multi-Strategy Advisers
New York
$6.21M +$6.21M +258,450 New
Natixis Advisors
434
Natixis Advisors
Massachusetts
$6.16M +$3.6K +150 +0.1%
DWM
435
Dorchester Wealth Management
Quebec, Canada
$6.15M +$76.8K +3,195 +1%
UB
436
UMB Bank
Missouri
$6.15M +$207K +8,616 +3%
CA
437
Cornerstone Advisors
North Carolina
$6.12M – – –
VanEck Associates
438
VanEck Associates
New York
$6.07M -$1.87M -77,976 -24%
Daiwa Securities Group
439
Daiwa Securities Group
Japan
$6.05M -$247K -10,290 -4%
GWM
440
Geneos Wealth Management
Colorado
$6.03M +$802K +33,282 +15%
MERSOM
441
Municipal Employees' Retirement System of Michigan
Michigan
$6.01M – – –
LMGAM
442
Liberty Mutual Group Asset Management
Massachusetts
$5.92M -$2.05M -85,482 -26%
BA
443
Bridgewater Associates
Connecticut
$5.91M -$8.97M -373,308 -60%
FTC
444
Farmers Trust Company
Ohio
$5.88M -$259K -10,761 -4%
SCM
445
Shelton Capital Management
Colorado
$5.87M +$1.12M +46,734 +24%
NFA
446
Nuveen Fund Advisors
Illinois
$5.84M +$2.9M +120,816 +99%
PP
447
Paloma Partners
Connecticut
$5.83M -$4.77M -198,687 -45%
BC
448
Burney Company
Virginia
$5.82M -$260K -10,815 -4%
GLRA
449
Gerald L. Ray & Associates
Texas
$5.8M -$314K -13,050 -5%
BPM
450
Bowling Portfolio Management
Ohio
$5.77M -$1.37M -56,925 -19%
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