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Walmart
WMT

Overview Fund Activity

1,556 hedge funds and large institutions have $70.8B invested in Walmart in 2017 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 619 increasing their positions, 631 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
+5
Holders Change %
+0.32%
% of All Funds
38.85%
Holding in Top 10
62
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.68%
% of All Funds
1.55%
New
103
Increased
619
Reduced
631
Closed
85
Calls
$1.13B
Puts
$1.45B
Net Calls
-$323M
Net Calls Change
-$200M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$575M
2
Morgan Stanley
Morgan Stanley
New York
+$365M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$336M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$279M
5
Capital World Investors
Capital World Investors
California
+$256M

Top Sellers

1
State Street
State Street
Massachusetts
-$319M
2
BBHC
Brown Brothers Harriman & Co
New York
-$179M
3
Millennium Management
Millennium Management
New York
-$166M
4
American Century Companies
American Century Companies
Missouri
-$139M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
651
Bahl & Gaynor
Ohio
$2.56M +$55.1K +2,115 +2%
NBC
652
Neuberger Berman Canada
Ontario, Canada
$2.56M +$635K +24,396 +33%
ECM
653
Everence Capital Management
Indiana
$2.56M +$142K +5,460 +6%
ACM
654
Alethea Capital Management
Washington
$2.55M +$2.55M +97,728 New
KM
655
Kalos Management
Georgia
$2.54M +$104K +3,990 +4%
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$2.53M +$59.1K +2,268 +2%
CAN
657
Cetera Advisor Networks
California
$2.52M +$40.3K +1,542 +2%
RG
658
Renaissance Group
Kentucky
$2.5M -$14.7K -564 -0.6%
AIM
659
Assured Investment Management
New York
$2.49M +$136K +5,238 +6%
APP
660
Avantax Planning Partners
Iowa
$2.48M -$165K -6,342 -6%
CCM
661
Coldstream Capital Management
Washington
$2.48M +$66.1K +2,538 +3%
SLG
662
Stanley-Laman Group
Pennsylvania
$2.48M -$142K -5,454 -5%
KFA
663
Kays Financial Advisory
Georgia
$2.47M +$55.2K +2,118 +2%
LA
664
LVW Advisors
New York
$2.47M -$24.9K -957 -1%
IC
665
Investment Counsel
Michigan
$2.47M -$10.6K -405 -0.4%
WDA
666
Wendell David Associates
New Hampshire
$2.46M +$3.13K +120 +0.1%
AF
667
AMG Funds
Connecticut
$2.46M -$93.6K -3,594 -4%
HA
668
Halsey Associates
Connecticut
$2.46M – – –
CCM
669
Covington Capital Management
California
$2.45M +$599K +23,004 +32%
Connor, Clark & Lunn Investment Management (CC&L)
670
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.44M +$2.44M +93,675 New
CAMG
671
CWA Asset Management Group
Florida
$2.4M +$543K +20,859 +29%
PFS
672
Prospera Financial Services
Texas
$2.4M +$92.7K +3,552 +4%
AWM
673
AE Wealth Management
Kansas
$2.38M +$211K +8,100 +10%
FWM
674
Frontier Wealth Management
Missouri
$2.37M +$29.9K +1,149 +1%
HCM
675
Hutner Capital Management
Vermont
$2.37M -$73.1K -2,805 -3%
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