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Walmart
WMT

Overview Fund Activity

1,492 hedge funds and large institutions have $66.7B invested in Walmart in 2016 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 570 increasing their positions, 638 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
+21
Holders Change %
+1.43%
% of All Funds
39.87%
Holding in Top 10
82
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.49%
% of All Funds
2.19%
New
102
Increased
570
Reduced
638
Closed
66
Calls
$1.28B
Puts
$1.36B
Net Calls
-$75.1M
Net Calls Change
-$212M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$345M
2
Deutsche Bank
Deutsche Bank
Germany
+$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$167M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$141M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.92B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.1B
3
NEAM
New England Asset Management
Connecticut
-$475M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$284M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOH
651
Bank of Hawaii
Hawaii
$2.7M +$524K +21,546 +24%
NFA
652
Nuveen Fund Advisors
Illinois
$2.7M +$2.7M +110,841 New
WB
653
Webster Bank
Connecticut
$2.67M -$10.2K -417 -0.4%
LWCFA
654
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.66M -$106K -4,353 -4%
TYCC
655
Texas Yale Capital Corp
Florida
$2.63M – – –
WJA
656
Williams Jones & Associates
New York
$2.63M +$2.26M +92,871 +611%
GJIC
657
Gamble Jones Investment Counsel
California
$2.62M +$441K +18,108 +20%
FMC
658
First Merchants Corp
Indiana
$2.61M +$130K +5,322 +5%
SBH
659
Segall Bryant & Hamill
Illinois
$2.61M +$15K +615 +0.6%
ABC
660
Associated Banc-Corp
Wisconsin
$2.6M -$153K -6,282 -6%
FAB
661
First American Bank
Illinois
$2.6M +$36.9K +1,515 +1%
WDA
662
Wendell David Associates
New Hampshire
$2.59M -$92.4K -3,795 -3%
TFA
663
Toth Financial Advisory
Virginia
$2.58M -$195K -8,007 -7%
SWM
664
SVA Wealth Management
Wisconsin
$2.58M +$132K +5,442 +5%
PL
665
Perpetual Ltd
Australia
$2.56M +$153K +6,300 +6%
GL
666
Globe Life
Texas
$2.55M – – –
CWM
667
Concert Wealth Management
California
$2.54M +$389K +15,963 +18%
TNB
668
Thomasville National Bank
Georgia
$2.53M +$627K +25,749 +33%
OWIM
669
Old West Investment Management
California
$2.53M -$6.43K -264 -0.3%
WTC
670
WhitTier Trust Company
Nevada
$2.53M -$4.02K -165 -0.2%
CS
671
Candriam SCA
Luxembourg
$2.53M +$232K +9,522 +10%
CHC
672
City Holding Co
West Virginia
$2.53M -$5.7K -234 -0.2%
FMWA
673
Forvis Mazars Wealth Advisors
Missouri
$2.53M +$510K +20,970 +25%
NB
674
NBT Bank
New York
$2.52M -$65.2K -2,679 -3%
LTI
675
Laffer Tengler Investments
Tennessee
$2.51M -$1.08M -44,550 -30%
25 26
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