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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 %
Deutsche Bank
26
Deutsche Bank
Germany
$435M +$86.1M +3,582,750 +25%
AL
27
AJO LP
Pennsylvania
$420M +$78.7M +3,274,800 +23%
Fisher Asset Management
28
Fisher Asset Management
Washington
$383M +$11.9M +496,422 +3%
BBHC
29
Brown Brothers Harriman & Co
New York
$380M -$9.64M -401,334 -2%
Prudential Financial
30
Prudential Financial
New Jersey
$379M +$1.9M +79,182 +0.5%
Pzena Investment Management
31
Pzena Investment Management
New York
$369M +$11.5M +479,982 +3%
Renaissance Technologies
32
Renaissance Technologies
New York
$364M +$78.2M +3,252,900 +27%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$362M +$8.89M +369,894 +3%
UBS AM
34
UBS AM
Illinois
$347M +$3.16M +131,412 +0.9%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$346M +$5.57M +232,014 +2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$342M +$23.7M +986,643 +7%
LSV Asset Management
37
LSV Asset Management
Illinois
$331M +$14.7M +611,442 +5%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$316M -$185M -7,686,573 -37%
Franklin Resources
39
Franklin Resources
California
$310M -$2.42M -100,644 -0.8%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$305M +$141M +5,873,226 +86%
Principal Financial Group
41
Principal Financial Group
Iowa
$304M -$21.9M -910,884 -7%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$291M +$670K +27,900 +0.2%
AllianceBernstein
43
AllianceBernstein
Tennessee
$290M -$14.9M -618,405 -5%
Barrow, Hanley, Mewhinney & Strauss
44
Barrow, Hanley, Mewhinney & Strauss
Texas
$285M -$29.7M -1,236,588 -9%
DZ Bank
45
DZ Bank
Germany
$285M -$1.67M -69,480 -0.6%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$275M -$97.1M -4,039,563 -26%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$264M -$82.4M -3,451,155 -24%
Allianz Asset Management
48
Allianz Asset Management
Germany
$259M -$22.2M -925,392 -8%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$252M +$2.69M +111,882 +1%
ClearBridge Investments
50
ClearBridge Investments
New York
$250M -$81.8M -3,405,738 -25%
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