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Walmart
WMT

Overview Fund Activity

1,520 hedge funds and large institutions have $61.9B invested in Walmart in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 570 increasing their positions, 641 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,520
Holders Change
-7
Holders Change %
-0.46%
% of All Funds
38.06%
Holding in Top 10
64
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-20.99%
% of All Funds
1.6%
New
131
Increased
570
Reduced
641
Closed
112
Calls
$1.02B
Puts
$1.66B
Net Calls
-$641M
Net Calls Change
-$696M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$421M
2
Wells Fargo
Wells Fargo
California
+$267M
3
BFA
BlackRock Fund Advisors
California
+$254M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$205M
5
Asset Management One
Asset Management One
Japan
+$175M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$800M
2
AIG
American International Group
New York
-$456M
3
Deutsche Bank
Deutsche Bank
Germany
-$225M
4
TCIM
TIAA CREF Investment Management
New York
-$209M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
551
Staton Financial Advisors
North Carolina
$3.67M -$102K -4,419 -3%
PWM
552
Patriot Wealth Management
Texas
$3.67M -$5.81K -252 -0.2%
NLI
553
Nippon Life Insurance
Japan
$3.64M +$73.6K +3,195 +2%
LSC
554
Lesa Sroufe & Co
Washington
$3.62M -$78.8K -3,420 -2%
CMBA
555
C.M. Bidwell & Associates
Hawaii
$3.59M -$3.58M -155,340 -50%
CCM
556
CrestPoint Capital Management
Missouri
$3.59M +$677K +29,400 +23%
NI
557
Nepsis Inc
Minnesota
$3.58M -$2.59M -112,320 -42%
Pacer Advisors
558
Pacer Advisors
Pennsylvania
$3.53M -$94.8K -4,113 -3%
PAG
559
Private Advisor Group
New Jersey
$3.52M -$96.9K -4,242 -3%
HKIM
560
Hayek Kallen Investment Management
Alabama
$3.5M -$47.4K -2,055 -1%
SFA
561
Sequoia Financial Advisors
Ohio
$3.48M +$307K +13,329 +10%
CA
562
Callahan Advisors
Texas
$3.46M +$91.4K +3,966 +3%
FAB
563
First American Bank
Illinois
$3.46M +$913K +39,642 +36%
MIM
564
Marco Investment Management
Georgia
$3.45M – – –
WB
565
WesBanco Bank
West Virginia
$3.44M -$42.2K -1,830 -1%
JAM
566
Jolley Asset Management
North Carolina
$3.42M +$23.2K +1,005 +0.7%
ECM
567
Elgethun Capital Management
South Dakota
$3.42M +$3.42M +148,605 New
PFS
568
Physicians Financial Services
North Carolina
$3.42M +$25.3K +1,035 +0.7%
NCGI
569
Next Century Growth Investors
Minnesota
$3.39M -$900K -39,063 -21%
BRM
570
Boston Research & Management
Massachusetts
$3.39M +$52.2K +2,265 +2%
LA
571
Lynch & Associates
Indiana
$3.38M +$169K +7,320 +5%
KRSITF
572
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.37M -$3.55M -154,041 -51%
PP
573
Prospector Partners
Connecticut
$3.36M +$62.2K +2,700 +2%
OSAM
574
O'Shaughnessy Asset Management
Connecticut
$3.34M -$7.3M -176,964 -69%
BOCM
575
Bontempo Ohly Capital Management
Maryland
$3.33M -$32.6K -1,413 -1%
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