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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 %
ETM
701
Euclidean Technologies Management
Washington
$2.22M -$75.7K -3,000 -3%
CG
702
Caprock Group
Idaho
$2.22M +$440K +17,433 +25%
RP
703
Riverbridge Partners
Minnesota
$2.22M -$48.3K -1,914 -2%
WCA
704
Westover Capital Advisors
Delaware
$2.22M +$23K +912 +1%
EWM
705
Evercore Wealth Management
New York
$2.21M +$50K +1,980 +2%
HCM
706
Hengehold Capital Management
Ohio
$2.21M +$37.4K +1,482 +2%
RVM
707
Robinson Value Management
Texas
$2.19M +$191K +7,563 +10%
BCFS
708
Butensky & Cohen Financial Security
Florida
$2.19M -$50.3K -1,995 -2%
MBTD
709
Mechanics Bank - Trust Department
California
$2.19M -$91.8K -3,642 -4%
WKWM
710
Walter & Keenan Wealth Management
Indiana
$2.17M +$1.29K +51 +0.1%
MC
711
Menta Capital
California
$2.17M +$2.17M +86,028 New
CG
712
Cutler Group
California
$2.17M +$2.17M +85,962 New
DF
713
Donoghue Forlines
Massachusetts
$2.15M +$2.15M +85,179 New
WJA
714
Williams Jones & Associates
New York
$2.15M +$15.1K +600 +0.7%
OAC
715
OMERS Administration Corp
Ontario, Canada
$2.14M +$2.14M +84,627 New
BIM
716
Bridges Investment Management
Nebraska
$2.13M +$60K +2,379 +3%
AWM
717
AE Wealth Management
Kansas
$2.1M +$1.19M +47,208 +131%
JFL
718
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.1M +$8.48K +336 +0.4%
CA
719
Cetera Advisors
Colorado
$2.09M -$55.1K -2,178 -3%
CBTWT
720
Community Bank & Trust (Waco, Texas)
Texas
$2.07M -$7.57K -300 -0.4%
AF
721
Arrow Financial
New York
$2.07M -$11K -435 -0.5%
OCM
722
One Capital Management
California
$2.06M +$156K +6,186 +8%
B
723
BancorpSouth
Mississippi
$2.06M -$83K -3,291 -4%
BO
724
Bank OZK
Arkansas
$2.03M +$386K +15,282 +23%
AAM
725
AR Asset Management
California
$2.03M – – –
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