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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 %
WKWM
676
Walter & Keenan Wealth Management
Indiana
$2.07M -$198K -8,229 -9%
HCM
677
Hengehold Capital Management
Ohio
$2.06M +$183K +7,632 +10%
AAM
678
Azzad Asset Management
Virginia
$2.06M -$384K -15,969 -16%
EWM
679
Evercore Wealth Management
New York
$2.05M +$36.5K +1,518 +2%
B
680
BancorpSouth
Mississippi
$2.04M -$16.4K -681 -0.8%
PFS
681
Prospera Financial Services
Texas
$2.04M +$326K +13,575 +19%
AT
682
Arden Trust
Delaware
$2.03M -$288K -11,994 -12%
WJA
683
Williams Jones & Associates
New York
$2.03M -$93.8K -3,903 -4%
CA
684
Cetera Advisors
Colorado
$2.03M -$74.3K -3,108 -4%
AP
685
Advisor Partners
California
$1.99M +$10.5K +438 +0.5%
JFL
686
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.99M -$77.5K -3,225 -4%
EDRH
687
Edmond de Rothschild Holding
Switzerland
$1.98M +$893K +37,206 +82%
AF
688
Arrow Financial
New York
$1.98M -$3.61K -150 -0.2%
CBTWT
689
Community Bank & Trust (Waco, Texas)
Texas
$1.98M +$5.41K +225 +0.3%
BIM
690
Bridges Investment Management
Nebraska
$1.98M -$419K -17,436 -18%
IRF
691
IBM Retirement Fund
New York
$1.95M -$11M -362,202 -85%
AIM
692
Assured Investment Management
New York
$1.95M +$389K +16,185 +25%
CCT
693
Capital City Trust
Florida
$1.95M -$60.2K -2,505 -3%
SFA
694
Stewardship Financial Advisors
Georgia
$1.94M -$468K -19,479 -19%
AAM
695
AR Asset Management
California
$1.93M – – –
DG
696
Davidson & Garrard
Virginia
$1.92M -$625K -26,034 -25%
RVM
697
Robinson Value Management
Texas
$1.91M -$39.6K -1,647 -2%
PAMG
698
Patton Albertson Miller Group
Tennessee
$1.9M +$162K +6,330 +9%
RCM
699
Radnor Capital Management
Pennsylvania
$1.89M +$43.2K +1,800 +2%
Two Sigma Investments
700
Two Sigma Investments
New York
$1.89M +$684K +28,455 +57%
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