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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 %
AP
551
AHL Partners
United Kingdom
$3.21M -$646K -26,871 -17%
SCA
552
Stonebridge Capital Advisors
Minnesota
$3.2M -$25.9K -1,080 -0.8%
EI
553
EDMP Inc
Florida
$3.19M -$87.6K -3,645 -3%
AIP
554
Ameritas Investment Partners
Nebraska
$3.19M -$155K -6,441 -5%
HL
555
HeadInvest LLC
Maine
$3.19M -$58K -2,415 -2%
WCM
556
Weik Capital Management
Pennsylvania
$3.17M -$48.7K -2,025 -2%
WIC
557
Woodmont Investment Counsel
Tennessee
$3.16M – – –
FCBT
558
First Citizens Bank & Trust
North Carolina
$3.16M -$5.72M -237,885 -64%
AAM
559
Advisors Asset Management
Colorado
$3.13M -$4.99M -207,741 -61%
PA
560
Pinnacle Associates
New York
$3.12M -$841K -34,980 -21%
PP
561
Prospector Partners
Connecticut
$3.11M -$387K -16,110 -11%
MCA
562
Mercer Capital Advisers
New Jersey
$3.1M -$44.9K -1,869 -1%
M
563
MOTCO
Texas
$3.09M +$22.3K +930 +0.7%
AT
564
Argent Trust
Texas
$3.08M -$53.1K -2,208 -2%
CIM
565
CenturyLink Investment Management
Colorado
$3.07M – – –
BDF
566
Balasa Dinverno & Foltz
$3.04M +$2.15M +89,424 +240%
ECM
567
Elgethun Capital Management
South Dakota
$3.01M -$563K -23,451 -16%
BFA
568
Benedict Financial Advisors
Georgia
$2.99M -$440K -18,297 -13%
CB
569
Chemical Bank
Michigan
$2.98M -$36K -1,497 -1%
DWA
570
Douglass Winthrop Advisors
New York
$2.98M -$2.34M -97,200 -44%
TG
571
TCW Group
California
$2.96M -$8.01M -333,300 -73%
FIB
572
First Interstate Bank
Montana
$2.95M -$156K -6,498 -5%
CCM
573
CrestPoint Capital Management
Missouri
$2.94M -$807K -33,600 -22%
KRSITF
574
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.94M -$579K -24,105 -16%
HAM
575
Highstreet Asset Management
Ontario, Canada
$2.93M -$107K -4,440 -4%
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