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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 %
HAG
651
HighPoint Advisor Group
Illinois
$2.27M +$370K +13,788 +19%
LNWWM
652
Laird Norton Wetherby Wealth Management
California
$2.26M +$121K +5,037 +6%
OAM
653
Oxford Asset Management
United Kingdom
$2.26M +$2.26M +94,047 New
RA
654
Rational Advisors
New York
$2.25M +$1.05M +43,500 +87%
BGC
655
Blue Granite Capital
South Carolina
$2.25M +$288K +12,000 +15%
ECM
656
Everence Capital Management
Indiana
$2.23M – – –
RMSCM
657
R.M. Sincerbeaux Capital Management
New York
$2.22M – – –
KM
658
Kalos Management
Georgia
$2.22M +$229K +9,549 +12%
ICOA
659
Investment Centers of America
North Dakota
$2.21M +$122K +5,085 +6%
ETM
660
Euclidean Technologies Management
Washington
$2.19M +$652K +27,135 +42%
FWM
661
Frontier Wealth Management
Missouri
$2.19M -$15.7K -654 -0.7%
FFWA
662
FRG Family Wealth Advisors
Washington
$2.18M +$31.6K +1,323 +1%
IWM
663
Integrated Wealth Management
California
$2.18M +$43.5K +1,809 +2%
MBTD
664
Mechanics Bank - Trust Department
California
$2.17M -$729K -30,324 -25%
KFA
665
Kays Financial Advisory
Georgia
$2.17M +$267K +11,109 +14%
RL
666
Ruffer LLP
United Kingdom
$2.16M -$227K -9,465 -10%
RP
667
Riverbridge Partners
Minnesota
$2.16M -$156K -6,480 -7%
PWW
668
Pettyjohn Wood & White
Virginia
$2.15M +$14.1K +585 +0.7%
WTC
669
WhitTier Trust Company
Nevada
$2.13M -$116K -4,821 -5%
BCFS
670
Butensky & Cohen Financial Security
Florida
$2.13M -$14.7K -612 -0.7%
HCM
671
Horrell Capital Management
Arkansas
$2.12M +$7.21K +300 +0.3%
FMW
672
Farr Miller & Washington
District of Columbia
$2.12M -$151K -6,300 -7%
WCA
673
Westover Capital Advisors
Delaware
$2.09M +$446K +18,567 +27%
HT
674
Heritage Trust
Oklahoma
$2.09M +$2.09M +86,988 New
Wolverine Trading
675
Wolverine Trading
Illinois
$2.07M +$1.02M +42,924 +98%
25 26
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