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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 %
CA
51
Cullinan Associates
Kentucky
$242M -$2.46M -102,210 -1%
CS
52
Credit Suisse
Switzerland
$241M +$5.35M +222,624 +2%
HMP
53
HS Management Partners
New York
$238M +$71.3M +2,969,475 +43%
Canada Pension Plan Investment Board
54
Canada Pension Plan Investment Board
Ontario, Canada
$238M +$147M +6,107,400 +161%
PPA
55
Parametric Portfolio Associates
Washington
$230M -$101M -4,223,175 -31%
UBS Group
56
UBS Group
Switzerland
$229M -$20.1M -836,895 -8%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$229M +$9.69M +403,368 +4%
Skandinaviska Enskilda Banken (SEB)
58
Skandinaviska Enskilda Banken (SEB)
Sweden
$226M -$707K -29,445 -0.3%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$224M -$9.85M -410,100 -4%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$220M -$27.4M -1,140,951 -11%
TA
61
Teachers Advisors
New York
$214M -$20M -834,264 -9%
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$213M -$15M -626,256 -7%
Hotchkis & Wiley Capital Management
63
Hotchkis & Wiley Capital Management
California
$199M +$2.26M +93,861 +1%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$195M -$4.3M -178,800 -2%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$194M +$5.84M +243,174 +3%
Acadian Asset Management
66
Acadian Asset Management
Massachusetts
$194M -$61.1M -2,542,050 -24%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$194M +$63.7M +2,653,041 +49%
Asset Management One
68
Asset Management One
Japan
$182M -$15.9M -663,108 -8%
H
69
Hexavest
Quebec, Canada
$177M +$5.79M +240,870 +3%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$168M +$161M +6,710,997 +2,250%
SSM
71
Sound Shore Management
Connecticut
$165M +$11.7M +486,762 +8%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$159M -$1.03M -43,065 -0.6%
Adage Capital Partners
73
Adage Capital Partners
Massachusetts
$153M -$3.92M -162,978 -2%
PAM
74
Panagora Asset Management
Massachusetts
$153M +$505K +21,003 +0.3%
Wellington Management Group
75
Wellington Management Group
Massachusetts
$151M -$4.53M -188,382 -3%
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