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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 %
KFC
601
Klingenstein Fields & Co
New York
$2.62M +$985K +41,016 +60%
ABC
602
Associated Banc-Corp
Wisconsin
$2.62M -$100K -4,170 -4%
PHS
603
Pekin Hardy Strauss
Illinois
$2.62M -$93.7K -3,900 -3%
LWCFA
604
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.61M -$12.1K -504 -0.5%
W
605
Wealthfront
California
$2.6M +$199K +8,280 +8%
ECM
606
Estabrook Capital Management
New York
$2.6M +$288K +11,979 +12%
GS
607
GAM Systematic
United Kingdom
$2.59M -$300K -12,486 -10%
SCA
608
Salient Capital Advisors
Texas
$2.59M +$559K +23,250 +28%
BCM
609
BTC Capital Management
Iowa
$2.58M +$117K +4,851 +5%
GIA
610
Gargoyle Investment Advisor
New Jersey
$2.58M +$2.58M +107,244 New
IT
611
Independence Trust
Tennessee
$2.57M +$322K +13,401 +14%
GJIC
612
Gamble Jones Investment Counsel
California
$2.57M +$24.9K +1,035 +1%
MPWT
613
MassMutual Private Wealth & Trust
Connecticut
$2.56M +$492K +20,460 +24%
PWLP
614
Prio Wealth Limited Partnership
Massachusetts
$2.56M +$254K +10,566 +11%
TFA
615
Toth Financial Advisory
Virginia
$2.52M -$22.6K -942 -0.9%
HCM
616
Hutner Capital Management
Vermont
$2.52M -$219K -9,105 -8%
CHC
617
City Holding Co
West Virginia
$2.51M +$92.6K +3,855 +4%
ACS
618
Archford Capital Strategies
Illinois
$2.5M -$70.2K -2,925 -3%
LPT
619
Legacy Private Trust
Wisconsin
$2.46M -$310K -12,900 -11%
TYCC
620
Texas Yale Capital Corp
Florida
$2.46M – – –
BIMC
621
Benson Investment Management Company
Virginia
$2.45M +$104K +4,380 +4%
SFS
622
Strategic Financial Services
New York
$2.45M +$10.1K +420 +0.4%
SI
623
SII Investments
Wisconsin
$2.44M +$297K +12,357 +14%
MCM
624
McKinley Capital Management
Alaska
$2.44M -$326K -13,548 -12%
MF
625
Magnetar Financial
Illinois
$2.43M +$2.43M +101,172 New
23 24
25
26 27