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Walmart
WMT

Overview Fund Activity

1,492 hedge funds and large institutions have $66.7B invested in Walmart in 2016 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 570 increasing their positions, 638 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
+21
Holders Change %
+1.43%
% of All Funds
39.87%
Holding in Top 10
82
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.49%
% of All Funds
2.19%
New
102
Increased
570
Reduced
638
Closed
66
Calls
$1.28B
Puts
$1.36B
Net Calls
-$75.1M
Net Calls Change
-$212M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$345M
2
Deutsche Bank
Deutsche Bank
Germany
+$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$167M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$141M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.92B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.1B
3
NEAM
New England Asset Management
Connecticut
-$475M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$284M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
726
Alethea Capital Management
Washington
$2.1M +$2.1M +86,253 New
SFA
727
Stewardship Financial Advisors
Georgia
$2.09M +$842K +34,584 +67%
PCP
728
Proficio Capital Partners
Massachusetts
$2.08M +$592K +24,234 +40%
AP
729
Advisor Partners
California
$2.06M -$112K -4,611 -5%
W
730
Wealthfront
California
$2.06M -$66.2K -2,718 -3%
AF
731
Arrow Financial
New York
$2.06M -$1.83K -75 -0.1%
B
732
BancorpSouth
Mississippi
$2.05M +$13.1K +537 +0.6%
MCM
733
Murphy Capital Management
New Jersey
$2.05M +$3.65K +150 +0.2%
LA
734
LVW Advisors
New York
$2.05M +$67K +2,751 +3%
QT
735
Quantbot Technologies
New York
$2.05M -$1.09M -44,778 -35%
HTC
736
Haverford Trust Company
Pennsylvania
$2.05M -$84.3K -3,462 -4%
AAM
737
Azzad Asset Management
Virginia
$2.04M +$149K +6,108 +8%
CCM
738
Cribstone Capital Management
Maine
$2.04M -$45.5K -1,869 -2%
PAI
739
Pittenger & Anderson Inc
Nebraska
$2.03M +$463K +19,005 +30%
NAM
740
North American Management
Massachusetts
$2.03M -$1.83K -75 -0.1%
FAM
741
Fred Alger Management
New York
$2.03M -$448K -18,396 -18%
NG
742
Northstar Group
New York
$2.01M -$31.8K -1,308 -2%
PFBT
743
Parkside Financial Bank & Trust
Missouri
$2.01M -$4.16K -171 -0.2%
EWM
744
Evercore Wealth Management
New York
$2.01M +$255K +10,485 +15%
CBTWT
745
Community Bank & Trust (Waco, Texas)
Texas
$2M +$7.3K +300 +0.4%
IT
746
Independence Trust
Tennessee
$2M -$21.9K -900 -1%
SBL
747
Sargent Bickham Lagudis
Colorado
$1.98M +$108K +4,431 +6%
LCP
748
Legacy Capital Partners
Wisconsin
$1.98M +$56.6K +2,325 +3%
GG
749
Gofen & Glossberg
Illinois
$1.96M -$36.5K -1,500 -2%
AAM
750
AR Asset Management
California
$1.96M – – –
28 29
30
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