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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 %
HA
676
Halsey Associates
Connecticut
$2.38M -$30.3K -1,200 -1%
WDA
677
Wendell David Associates
New Hampshire
$2.38M -$19K -753 -0.8%
BGC
678
Blue Granite Capital
South Carolina
$2.36M – – –
HCM
679
Hutner Capital Management
Vermont
$2.36M -$283K -11,205 -11%
KM
680
Kalos Management
Georgia
$2.36M +$32.8K +1,299 +1%
ECM
681
Everence Capital Management
Indiana
$2.34M – – –
KFA
682
Kays Financial Advisory
Georgia
$2.34M +$57.1K +2,265 +3%
PWW
683
Pettyjohn Wood & White
Virginia
$2.34M +$81K +3,213 +4%
CCM
684
Coldstream Capital Management
Washington
$2.33M +$2.05M +81,351 +728%
AAM
685
Azzad Asset Management
Virginia
$2.33M +$172K +6,816 +8%
RMSCM
686
R.M. Sincerbeaux Capital Management
New York
$2.33M – – –
FFWA
687
FRG Family Wealth Advisors
Washington
$2.33M +$24.4K +966 +1%
CC
688
Carlson Capital
Texas
$2.31M +$2.31M +91,734 New
EDRH
689
Edmond de Rothschild Holding
Switzerland
$2.3M +$216K +8,544 +10%
SCM
690
Shelton Capital Management
Colorado
$2.3M -$3.86M -153,054 -63%
AIM
691
Assured Investment Management
New York
$2.28M +$236K +9,360 +12%
WTC
692
WhitTier Trust Company
Nevada
$2.28M +$38.4K +1,521 +2%
HCM
693
Horrell Capital Management
Arkansas
$2.28M +$51.5K +2,043 +2%
LPT
694
Legacy Private Trust
Wisconsin
$2.27M -$314K -12,465 -12%
HAG
695
HighPoint Advisor Group
Illinois
$2.27M – – –
FWM
696
Frontier Wealth Management
Missouri
$2.27M -$32K -1,269 -1%
GIM
697
Grassi Investment Management
California
$2.25M -$1.89M -74,967 -46%
FNBOMD
698
First National Bank of Mount Dora
Florida
$2.24M +$2.24M +88,896 New
PFS
699
Prospera Financial Services
Texas
$2.23M +$87.7K +3,480 +4%
FMW
700
Farr Miller & Washington
District of Columbia
$2.22M – – –
26 27
28
29 30