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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 %
OAM
701
Oppenheimer Asset Management
New York
$2.2M +$522K +20,043 +31%
RG
702
Rathbones Group
United Kingdom
$2.19M -$293K -11,235 -12%
CA
703
Cetera Advisors
Colorado
$2.19M +$36K +1,380 +2%
SCM
704
Shelton Capital Management
Colorado
$2.19M -$181K -6,957 -8%
Cerity Partners
705
Cerity Partners
New York
$2.19M +$1.18M +45,288 +117%
MBTD
706
Mechanics Bank - Trust Department
California
$2.19M -$74.3K -2,853 -3%
MWM
707
Marietta Wealth Management
Georgia
$2.17M +$149K +5,715 +7%
JFL
708
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.15M -$13.7K -525 -0.6%
CBTWT
709
Community Bank & Trust (Waco, Texas)
Texas
$2.14M – – –
ASN
710
Advisory Services Network
Georgia
$2.13M +$648K +24,879 +44%
BFEC
711
Benjamin F. Edwards & Company
Missouri
$2.12M +$162K +6,207 +8%
FCMT
712
Founders Capital Management (Texas)
Texas
$2.11M +$26.6K +1,020 +1%
B
713
BancorpSouth
Mississippi
$2.1M -$22.9K -879 -1%
AAM
714
AR Asset Management
California
$2.09M – – –
DIP
715
DT Investment Partners
Pennsylvania
$2.09M +$734K +28,182 +54%
ZCA
716
Zeke Capital Advisors
Pennsylvania
$2.07M +$839K +32,214 +68%
GG
717
Gofen & Glossberg
Illinois
$2.05M -$16K -615 -0.8%
TW
718
Transform Wealth
Colorado
$2.03M +$2.03M +78,009 New
ICOA
719
Investment Centers of America
North Dakota
$2.03M +$74.8K +2,871 +4%
EWM
720
Evercore Wealth Management
New York
$2.01M -$266K -10,206 -12%
RA
721
Rational Advisors
New York
$2.01M +$31.3K +1,200 +2%
Cetera Investment Advisers
722
Cetera Investment Advisers
Illinois
$2M +$297K +11,367 +17%
CCA
723
Checchi Capital Advisers
California
$1.99M +$26K +999 +1%
CBU
724
CIBC Bank USA
Illinois
$1.99M +$222K +8,529 +13%
VHAM
725
Van Hulzen Asset Management
California
$1.98M -$5.25M -201,678 -73%
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