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Walmart
WMT

Overview Fund Activity

1,551 hedge funds and large institutions have $68.3B invested in Walmart in 2017 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 600 increasing their positions, 632 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+42
Holders Change %
+2.78%
% of All Funds
38.73%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.77%
New
126
Increased
600
Reduced
632
Closed
69
Calls
$1.12B
Puts
$1.24B
Net Calls
-$123M
Net Calls Change
+$377M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$424M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$187M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$163M
4
Millennium Management
Millennium Management
New York
+$143M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$130M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$309M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$225M
3
BBHC
Brown Brothers Harriman & Co
New York
-$204M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$156M
5
State Street
State Street
Massachusetts
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$437M +$105M +4,178,697 +32%
AllianceBernstein
27
AllianceBernstein
Tennessee
$435M +$130M +5,149,266 +43%
AL
28
AJO LP
Pennsylvania
$421M -$19.4M -770,511 -4%
UBS AM
29
UBS AM
Illinois
$413M +$49M +1,942,431 +13%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$412M -$46.3M -1,836,492 -10%
Deutsche Bank
31
Deutsche Bank
Germany
$408M -$48.9M -1,939,248 -11%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$404M +$44.4M +1,761,000 +12%
Prudential Financial
33
Prudential Financial
New Jersey
$392M -$5.17M -204,792 -1%
Pzena Investment Management
34
Pzena Investment Management
New York
$389M +$1.46M +57,894 +0.4%
Renaissance Technologies
35
Renaissance Technologies
New York
$383M +$1.49M +59,100 +0.4%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$367M +$4.36M +172,812 +1%
PPA
37
Parametric Portfolio Associates
Washington
$362M +$120M +4,753,383 +50%
LSV Asset Management
38
LSV Asset Management
Illinois
$353M +$5.54M +219,477 +2%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$350M -$30.3M -1,200,222 -8%
Principal Financial Group
40
Principal Financial Group
Iowa
$315M -$4.25M -168,570 -1%
Franklin Resources
41
Franklin Resources
California
$302M -$23.8M -943,854 -7%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$302M -$3.97M -157,200 -1%
HMP
43
HS Management Partners
New York
$266M +$15.2M +604,125 +6%
ClearBridge Investments
44
ClearBridge Investments
New York
$262M -$595K -23,577 -0.2%
Barrow, Hanley, Mewhinney & Strauss
45
Barrow, Hanley, Mewhinney & Strauss
Texas
$259M -$39.8M -1,579,005 -13%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$254M -$10.3M -408,801 -4%
CA
47
Cullinan Associates
Kentucky
$250M -$3.53M -139,896 -1%
UBS Group
48
UBS Group
Switzerland
$247M +$6.56M +259,860 +3%
TA
49
Teachers Advisors
New York
$247M +$22M +873,249 +10%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$235M +$10.9M +431,265 +5%
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