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Walmart
WMT

Overview Fund Activity

1,520 hedge funds and large institutions have $61.9B invested in Walmart in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 570 increasing their positions, 641 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,520
Holders Change
-7
Holders Change %
-0.46%
% of All Funds
38.06%
Holding in Top 10
64
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-20.99%
% of All Funds
1.6%
New
131
Increased
570
Reduced
641
Closed
112
Calls
$1.02B
Puts
$1.66B
Net Calls
-$641M
Net Calls Change
-$696M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$421M
2
Wells Fargo
Wells Fargo
California
+$267M
3
BFA
BlackRock Fund Advisors
California
+$254M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$205M
5
Asset Management One
Asset Management One
Japan
+$175M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$800M
2
AIG
American International Group
New York
-$456M
3
Deutsche Bank
Deutsche Bank
Germany
-$225M
4
TCIM
TIAA CREF Investment Management
New York
-$209M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBTWT
726
Community Bank & Trust (Waco, Texas)
Texas
$1.89M -$4.49K -195 -0.2%
PAI
727
Pittenger & Anderson Inc
Nebraska
$1.88M -$46.7K -2,025 -2%
BGC
728
Blue Granite Capital
South Carolina
$1.88M +$1.88M +81,600 New
RVM
729
Robinson Value Management
Texas
$1.87M +$1.87M +81,042 New
SPC
730
Sigma Planning Corp
Michigan
$1.86M -$85.4K -3,708 -4%
FANJ
731
Financial Architects (New Jersey)
New Jersey
$1.86M +$1.08M +46,908 +139%
AAM
732
AR Asset Management
California
$1.85M – – –
GG
733
Gofen & Glossberg
Illinois
$1.83M -$20.4K -885 -1%
KFA
734
Kays Financial Advisory
Georgia
$1.83M +$248K +10,758 +16%
PCP
735
Proficio Capital Partners
Massachusetts
$1.83M -$145K -6,300 -7%
VFA
736
Voya Financial Advisors
Connecticut
$1.83M +$327K +14,172 +22%
CG
737
Caprock Group
Idaho
$1.82M -$129K -5,604 -7%
NG
738
Northstar Group
New York
$1.82M -$68.6K -2,976 -4%
BUB
739
BBVA USA Bancshares
Texas
$1.81M -$367K -15,912 -17%
OCM
740
One Capital Management
California
$1.81M +$13.5K +585 +0.8%
HCM
741
Hengehold Capital Management
Ohio
$1.8M +$150K +6,504 +9%
RCM
742
Radnor Capital Management
Pennsylvania
$1.77M +$1.77M +76,863 New
MM
743
Meridian Management
Arkansas
$1.75M -$12.1K -525 -0.7%
SBL
744
Sargent Bickham Lagudis
Colorado
$1.75M +$1.72M +74,607 +5,824%
CF
745
CNA Financial
Illinois
$1.75M -$93.3K -4,050 -5%
RFM
746
Royal Fund Management
Florida
$1.75M +$1.75M +75,741 New
APP
747
Avantax Planning Partners
Iowa
$1.74M +$1.74M +75,693 New
HTC
748
Haverford Trust Company
Pennsylvania
$1.74M -$350K -15,195 -17%
NIC
749
Northwest Investment Counselors
Oregon
$1.72M +$6.91K +300 +0.4%
VV
750
Verity & Verity
South Carolina
$1.72M +$178K +7,710 +12%
28 29
30
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