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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 %
BRCM
451
Bright Rock Capital Management
Massachusetts
$5.77M – – –
RJT
452
Raymond James Trust
Florida
$5.76M +$120K +4,995 +2%
I
453
IberiaBank
Louisiana
$5.74M -$226K -9,393 -4%
PSUF
454
People's United Financial
Connecticut
$5.68M +$958K +39,849 +20%
SB
455
Simmons Bank
Arkansas
$5.54M -$99.2K -4,131 -2%
CCC
456
Chelsea Counsel Company
California
$5.54M – – –
AC
457
AFAM Capital
Texas
$5.54M +$21.4K +891 +0.4%
AAA
458
Adams Asset Advisors
Texas
$5.48M -$708K -29,466 -11%
DC
459
Davenport & Co
Virginia
$5.44M -$35.9K -1,557 -0.7%
MYAM
460
Meiji Yasuda Asset Management
Japan
$5.39M -$6.34K -264 -0.1%
IA
461
IFP Advisors
Florida
$5.38M +$188K +7,809 +4%
WT
462
Whittier Trust
California
$5.28M +$72.1K +3,000 +1%
JFGIW
463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.27M +$154K +6,420 +3%
CVM
464
Cheviot Value Management
California
$5.25M -$874K -36,372 -14%
FPFS
465
First Personal Financial Services
North Carolina
$5.24M +$248K +10,302 +5%
APFBOT
466
Amica Pension Fund Board of Trustees
Rhode Island
$5.2M – – –
MA
467
Montag & Associates
Georgia
$5.18M -$1.26M -52,425 -20%
PNC
468
Park National Corp
Ohio
$5.18M -$180K -7,509 -3%
LK
469
Lumbard & Kellner
New Hampshire
$5.17M -$10.5K -435 -0.2%
SAM
470
SignalPoint Asset Management
Missouri
$5.16M +$32.6K +1,356 +0.6%
PGIM
471
Pacific Global Investment Management
California
$5.15M -$19.2K -801 -0.4%
DnB Asset Management
472
DnB Asset Management
Norway
$5.1M -$137K -5,700 -3%
RP
473
Rowlandmiller & Partners
Georgia
$5.06M +$203K +8,430 +4%
CCT
474
Chemung Canal Trust
New York
$5.05M -$4.74M -197,184 -48%
GCA
475
Guardian Capital Advisors
Ontario, Canada
$5M +$230K +9,678 +5%
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