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Walmart
WMT

Overview Fund Activity

1,520 hedge funds and large institutions have $61.9B invested in Walmart in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 570 increasing their positions, 641 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,520
Holders Change
-7
Holders Change %
-0.46%
% of All Funds
38.06%
Holding in Top 10
64
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-20.99%
% of All Funds
1.6%
New
131
Increased
570
Reduced
641
Closed
112
Calls
$1.02B
Puts
$1.66B
Net Calls
-$641M
Net Calls Change
-$696M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$421M
2
Wells Fargo
Wells Fargo
California
+$267M
3
BFA
BlackRock Fund Advisors
California
+$254M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$205M
5
Asset Management One
Asset Management One
Japan
+$175M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$800M
2
AIG
American International Group
New York
-$456M
3
Deutsche Bank
Deutsche Bank
Germany
-$225M
4
TCIM
TIAA CREF Investment Management
New York
-$209M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
676
Arden Trust
Delaware
$2.23M -$35.3K -1,530 -2%
AF
677
AMG Funds
Connecticut
$2.22M +$760 +33 +0%
RP
678
Riverbridge Partners
Minnesota
$2.22M +$63.2K +2,742 +3%
ECM
679
Estabrook Capital Management
New York
$2.22M -$469K -20,376 -17%
PWLP
680
Prio Wealth Limited Partnership
Massachusetts
$2.22M -$405K -17,586 -15%
PWAP
681
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.2M +$10.4K +450 +0.5%
Walleye Trading
682
Walleye Trading
New York
$2.19M -$148K -6,405 -6%
FMW
683
Farr Miller & Washington
District of Columbia
$2.18M -$91.6K -3,975 -4%
WKWM
684
Walter & Keenan Wealth Management
Indiana
$2.17M -$805K -34,938 -27%
IT
685
Independence Trust
Tennessee
$2.16M +$266K +11,568 +14%
WTC
686
WhitTier Trust Company
Nevada
$2.16M -$66.7K -2,895 -3%
AWP
687
Ascent Wealth Partners
New York
$2.14M -$4.56K -198 -0.2%
ECM
688
Everence Capital Management
Indiana
$2.14M -$5.6K -243 -0.3%
RMSCM
689
R.M. Sincerbeaux Capital Management
New York
$2.13M – – –
JCM
690
Jacobi Capital Management
Pennsylvania
$2.12M -$663K -29,022 -24%
FWM
691
Frontier Wealth Management
Missouri
$2.11M +$829 +36 +0%
IC
692
Investment Counsel
Michigan
$2.1M +$64.6K +2,802 +3%
CIC
693
Chilton Investment Company
Connecticut
$2.09M +$29.3K +1,272 +1%
WCM
694
Wunderlich Capital Managemnt
Tennessee
$2.08M -$82.3K -3,570 -4%
LA
695
LVW Advisors
New York
$2.08M +$87.9K +3,813 +4%
EIP
696
Epoch Investment Partners
New York
$2.08M +$272K +11,796 +15%
CC
697
Cipher Capital
New York
$2.08M +$2.08M +90,270 New
RFS
698
Rockefeller Financial Services
New York
$2.08M – – –
FFWA
699
FRG Family Wealth Advisors
Washington
$2.08M -$85.7K -3,720 -4%
BCFS
700
Butensky & Cohen Financial Security
Florida
$2.06M +$50.1K +2,175 +2%
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