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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 %
RP
501
Rowlandmiller & Partners
Georgia
$5.31M +$10K +396 +0.2%
DY
502
Dowling & Yahnke
California
$5.24M +$26.6K +1,053 +0.5%
FG
503
Fiduciary Group
Georgia
$5.24M +$198K +7,839 +4%
NC
504
Northpointe Capital
Michigan
$5.19M +$2.13M +84,273 +69%
CBN
505
Cadence Bank NA
Texas
$5.14M +$46.7K +1,851 +0.9%
FBC
506
Fairfield, Bush & Co
Connecticut
$5.12M +$391K +15,507 +8%
JFGIW
507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.11M -$424K -16,788 -8%
BFA
508
Bragg Financial Advisors
North Carolina
$5.11M +$135K +5,355 +3%
CGI
509
Comgest Global Investors
France
$5.07M +$5.07M +201,000 New
FCBT
510
First Citizens Bank & Trust
North Carolina
$5.05M +$1.73M +68,739 +52%
PTC
511
Petrus Trust Company
Texas
$5M – – –
MCM
512
Matarin Capital Management
New York
$4.9M +$2.34M +92,931 +92%
TAM
513
Tiverton Asset Management
Delaware
$4.87M -$1.89M -75,000 -28%
AAM
514
Auxier Asset Management
Oregon
$4.78M -$1.75M -69,300 -27%
BL
515
BCWM LLC
Kansas
$4.77M +$70.2K +2,784 +1%
CAM
516
Carret Asset Management
New York
$4.76M +$538K +21,321 +13%
DC
517
Davenport & Co
Virginia
$4.75M -$1.21M -47,838 -20%
CI
518
Cigna Investments
Connecticut
$4.75M -$447K -17,700 -9%
AWM
519
Altavista Wealth Management
North Carolina
$4.69M -$2.12K -84 -0%
IIC
520
Ironwood Investment Counsel
Arizona
$4.67M – – –
V
521
Veritable
Delaware
$4.64M +$41.8K +1,656 +0.9%
SFA
522
Sequoia Financial Advisors
Ohio
$4.63M +$385K +15,261 +9%
HAM
523
Highstreet Asset Management
Ontario, Canada
$4.56M +$1.48M +58,785 +48%
FA
524
FDx Advisors
Illinois
$4.54M -$693K -27,459 -13%
SLI
525
Sumitomo Life Insurance
Japan
$4.52M +$190K +7,545 +4%
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