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Walmart
WMT

Overview Fund Activity

1,551 hedge funds and large institutions have $68.3B invested in Walmart in 2017 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 600 increasing their positions, 632 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+42
Holders Change %
+2.78%
% of All Funds
38.73%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.77%
New
126
Increased
600
Reduced
632
Closed
69
Calls
$1.12B
Puts
$1.24B
Net Calls
-$123M
Net Calls Change
+$377M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$424M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$187M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$163M
4
Millennium Management
Millennium Management
New York
+$143M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$130M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$309M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$225M
3
BBHC
Brown Brothers Harriman & Co
New York
-$204M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$156M
5
State Street
State Street
Massachusetts
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
651
Strategic Financial Services
New York
$2.58M +$13.4K +531 +0.5%
APP
652
Avantax Planning Partners
Iowa
$2.56M +$158K +6,264 +7%
AAM
653
Advisors Asset Management
Colorado
$2.56M -$726K -28,776 -22%
FMWA
654
Forvis Mazars Wealth Advisors
Missouri
$2.56M +$713K +28,263 +39%
RC
655
Roundview Capital
New Jersey
$2.54M +$75.7K +3,000 +3%
SLG
656
Stanley-Laman Group
Pennsylvania
$2.54M +$2.54M +100,494 New
PWAP
657
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.53M +$114K +4,500 +5%
TYCC
658
Texas Yale Capital Corp
Florida
$2.52M -$62.4K -2,475 -2%
HT
659
Heritage Trust
Oklahoma
$2.52M +$324K +12,837 +15%
MYLI
660
Meiji Yasuda Life Insurance
Japan
$2.52M – – –
CRB
661
Chad R. Baker
$2.5M – – –
AC
662
Allstate Corporation
Illinois
$2.49M -$1.19M -47,313 -32%
BCM
663
Bluefin Capital Management
New York
$2.48M +$1.8M +71,373 +264%
AF
664
AMG Funds
Connecticut
$2.48M +$17.2K +681 +0.7%
SBH
665
Segall Bryant & Hamill
Illinois
$2.48M -$20K -792 -0.8%
LMAM
666
Legg Mason Asset Management
Japan
$2.47M +$1.18M +46,800 +92%
RG
667
Renaissance Group
Kentucky
$2.44M -$12.8K -507 -0.5%
BG
668
Bahl & Gaynor
Ohio
$2.43M -$57.3K -2,271 -2%
NB
669
NBT Bank
New York
$2.43M -$30.7K -1,218 -1%
LA
670
LVW Advisors
New York
$2.42M -$29.7K -1,179 -1%
RG
671
Rathbones Group
United Kingdom
$2.41M -$104K -4,140 -4%
AP
672
Advisor Partners
California
$2.4M +$313K +12,423 +15%
IC
673
Investment Counsel
Michigan
$2.4M -$130K -5,145 -5%
CAN
674
Cetera Advisor Networks
California
$2.4M -$1.4M -55,455 -37%
LNWWM
675
Laird Norton Wetherby Wealth Management
California
$2.39M +$17.9K +711 +0.8%
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