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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 %
LI
476
Lafayette Investments
Maryland
$5.91M -$1.13M -44,676 -16%
MYAM
477
Meiji Yasuda Asset Management
Japan
$5.81M +$152K +6,045 +3%
CIM
478
Cambria Investment Management
California
$5.81M +$4.39M +173,937 +308%
SB
479
Simmons Bank
Arkansas
$5.8M -$22.3K -882 -0.4%
IA
480
IFP Advisors
Florida
$5.77M +$121K +4,779 +2%
CCC
481
Chelsea Counsel Company
California
$5.7M -$114K -4,500 -2%
JCM
482
Jag Capital Management
Missouri
$5.68M +$5.68M +225,273 New
AAA
483
Adams Asset Advisors
Texas
$5.66M -$93.2K -3,693 -2%
FAAS
484
First Allied Advisory Services
California
$5.65M +$1.19M +46,575 +27%
LIA
485
LS Investment Advisors
Michigan
$5.63M -$1.24M -49,176 -18%
GLA
486
Great Lakes Advisors
Illinois
$5.59M +$3.99M +158,010 +249%
WT
487
Whittier Trust
California
$5.57M +$27.9K +1,107 +0.5%
UR
488
USCA RIA
Texas
$5.55M -$3.54M -140,142 -39%
FPFS
489
First Personal Financial Services
North Carolina
$5.54M +$35.3K +1,401 +0.6%
APFBOT
490
Amica Pension Fund Board of Trustees
Rhode Island
$5.46M – – –
LK
491
Lumbard & Kellner
New Hampshire
$5.44M +$18.9K +750 +0.3%
PGIM
492
Pacific Global Investment Management
California
$5.44M +$35.6K +1,410 +0.7%
Natixis Advisors
493
Natixis Advisors
Massachusetts
$5.43M -$1.04M -41,289 -16%
BPM
494
Bowling Portfolio Management
Ohio
$5.43M -$630K -24,969 -10%
SAM
495
SignalPoint Asset Management
Missouri
$5.41M -$7.12K -282 -0.1%
CA
496
Callahan Advisors
Texas
$5.38M +$956K +37,875 +22%
VFA
497
Virtus Fund Advisers
Connecticut
$5.38M +$5.2M +207,168 +2,931%
DnB Asset Management
498
DnB Asset Management
Norway
$5.34M -$15.1K -600 -0.3%
B
499
Barings
North Carolina
$5.33M -$3.84M -152,025 -42%
GCA
500
Guardian Capital Advisors
Ontario, Canada
$5.31M +$55.9K +2,235 +1%
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