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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 %
PC
576
Palo Capital
California
$2.92M +$34.1K +1,419 +1%
BAC
577
Boys Arnold & Co
North Carolina
$2.92M -$157K -6,516 -5%
NC
578
Northpointe Capital
Michigan
$2.92M +$144 +6 +0%
OMCS
579
Old Mutual Customised Solutions
South Africa
$2.92M +$522K +21,741 +22%
NEAM
580
New England Asset Management
Connecticut
$2.91M +$484K +20,130 +20%
SWM
581
SVA Wealth Management
Wisconsin
$2.9M +$380K +15,819 +15%
NSEDCP
582
NJ State Employees Deferred Compensation Plan
New Jersey
$2.88M – – –
JCM
583
Jacobi Capital Management
Pennsylvania
$2.88M +$663K +27,768 +30%
CWM
584
Calamos Wealth Management
Illinois
$2.87M +$151K +6,273 +6%
MM
585
Midas Management
New York
$2.84M – – –
PAM
586
Princeton Alpha Management
New Jersey
$2.84M -$1.74M -72,387 -38%
HWM
587
Holloway Wealth Management
Florida
$2.84M -$2.58M – –
SCM
588
Sterling Capital Management
North Carolina
$2.84M -$9.45M -393,162 -77%
CB
589
Community Bank
New York
$2.77M -$10.8K -450 -0.4%
FMC
590
First Merchants Corp
Indiana
$2.76M +$164K +6,831 +6%
VIA
591
Vident Investment Advisory
Georgia
$2.76M +$387K +16,122 +16%
WC
592
Woodstock Corp
Massachusetts
$2.76M -$5.41K -225 -0.2%
CAL
593
Capital Analysts LLC
Pennsylvania
$2.76M -$74.2K -3,087 -3%
FANJ
594
Financial Architects (New Jersey)
New Jersey
$2.75M +$812K +33,780 +42%
BOH
595
Bank of Hawaii
Hawaii
$2.68M -$48.7K -2,025 -2%
WB
596
Webster Bank
Connecticut
$2.66M +$13K +540 +0.5%
CC
597
ClearArc Capital
Ohio
$2.65M +$14.6K +609 +0.6%
SSB
598
Sandy Spring Bank
Maryland
$2.65M +$108K +4,494 +4%
CBB
599
Citizens Business Bank
California
$2.63M -$207K -8,607 -7%
AIM
600
Acropolis Investment Management
Missouri
$2.62M -$46.7K -1,944 -2%
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