WMT icon

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 %
HCM
676
Horrell Capital Management
Arkansas
$2.36M +$10.1K +387 +0.4%
PWW
677
Pettyjohn Wood & White
Virginia
$2.35M -$68.8K -2,640 -3%
WTC
678
WhitTier Trust Company
Nevada
$2.34M -$16.5K -633 -0.7%
CG
679
Caprock Group
Idaho
$2.34M +$39.9K +1,533 +2%
WKWM
680
Walter & Keenan Wealth Management
Indiana
$2.33M +$82.1K +3,153 +4%
GIM
681
Grassi Investment Management
California
$2.33M +$391 +15 +0%
AIM
682
Acropolis Investment Management
Missouri
$2.31M -$458K -17,565 -17%
SPC
683
Sigma Planning Corp
Michigan
$2.3M +$268K +10,299 +13%
FMW
684
Farr Miller & Washington
District of Columbia
$2.29M -$2.58K -99 -0.1%
HCM
685
Hengehold Capital Management
Ohio
$2.29M +$9.07K +348 +0.4%
SAM
686
SignalPoint Asset Management
Missouri
$2.28M -$3.3M -126,615 -59%
NB
687
NBT Bank
New York
$2.28M -$225K -8,622 -9%
RP
688
Riverbridge Partners
Minnesota
$2.27M -$19.4K -744 -0.8%
BCFS
689
Butensky & Cohen Financial Security
Florida
$2.27M +$10.3K +396 +0.5%
OCM
690
One Capital Management
California
$2.25M +$121K +4,662 +6%
RMSCM
691
R.M. Sincerbeaux Capital Management
New York
$2.25M -$156K -6,000 -6%
ETM
692
Euclidean Technologies Management
Washington
$2.25M -$46.3K -1,776 -2%
Wealth Enhancement Advisory Services
693
Wealth Enhancement Advisory Services
Minnesota
$2.24M +$1.38M +52,509 +161%
RVM
694
Robinson Value Management
Texas
$2.24M -$27K -1,038 -1%
LPT
695
Legacy Private Trust
Wisconsin
$2.22M -$128K -4,917 -5%
EDRH
696
Edmond de Rothschild Holding
Switzerland
$2.22M -$160K -6,132 -7%
BCM
697
Bluefin Capital Management
New York
$2.21M -$349K -13,407 -14%
IUHSA
698
Itau Unibanco Holding S.A.
Brazil
$2.21M +$1.98M +24,051 +862%
AAM
699
Advisors Asset Management
Colorado
$2.21M -$434K -16,677 -16%
BCM
700
Beck Capital Management
Texas
$2.21M +$777K +29,841 +54%
26 27
28
29 30