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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 %
HKIM
526
Hayek Kallen Investment Management
Alabama
$3.65M +$72 +3 +0%
Truist Financial
527
Truist Financial
North Carolina
$3.63M -$475K -19,779 -12%
LM
528
Lincluden Management
Ontario, Canada
$3.63M +$409K +17,031 +13%
LA
529
Lynch & Associates
Indiana
$3.62M +$100K +4,182 +3%
CAN
530
Cetera Advisor Networks
California
$3.61M +$151K +6,312 +4%
WB
531
WesBanco Bank
West Virginia
$3.55M -$43.3K -1,800 -1%
AC
532
Allstate Corporation
Illinois
$3.5M +$1.45M +60,288 +70%
PA
533
Profund Advisors
Maryland
$3.47M -$904K -37,626 -21%
BRM
534
Boston Research & Management
Massachusetts
$3.47M -$67K -2,790 -2%
BOC
535
Barbara Oil Co
Illinois
$3.46M – – –
CCM
536
Chickasaw Capital Management
Tennessee
$3.43M +$394K +16,395 +13%
GI
537
GAMCO Investors
Connecticut
$3.42M -$721K -30,000 -17%
RIL
538
Rothschild Investment LLC
Illinois
$3.4M +$164K +6,840 +5%
NCGI
539
Next Century Growth Investors
Minnesota
$3.39M -$146K -6,093 -4%
CCG
540
Cypress Capital Group
Florida
$3.39M -$1.29M -53,733 -28%
CCMINC
541
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.39M -$22.5K -936 -0.7%
TA
542
Tiedemann Advisors
New York
$3.35M +$607K +25,266 +22%
TIM
543
Thompson Investment Management
Wisconsin
$3.33M +$72.7K +3,027 +2%
DT
544
Diversified Trust
Tennessee
$3.33M -$2.6K -108 -0.1%
AIM
545
AMI Investment Management
Indiana
$3.31M -$16.2K -675 -0.5%
NLI
546
Nippon Life Insurance
Japan
$3.29M -$510K -21,216 -13%
ST
547
Sentinel Trust
Texas
$3.27M +$22K +915 +0.7%
FTIOP
548
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.24M -$102K -4,236 -3%
TNB
549
Thomasville National Bank
Georgia
$3.23M +$3.23M +134,547 New
PFS
550
Physicians Financial Services
North Carolina
$3.22M -$140K -5,808 -4%
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