WMT icon

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 %
PVWM
726
Point View Wealth Management
New Jersey
$1.73M +$2.96K +123 +0.2%
FAM
727
Fred Alger Management
New York
$1.72M -$380K -15,813 -18%
GA
728
Geneva Advisors
Illinois
$1.72M +$28.6K +1,191 +2%
MWM
729
Marietta Wealth Management
Georgia
$1.72M +$347K +14,424 +25%
BFEC
730
Benjamin F. Edwards & Company
Missouri
$1.71M +$82.7K +3,441 +5%
RFM
731
Royal Fund Management
Florida
$1.71M -$111K -4,635 -6%
RWA
732
Ropes Wealth Advisors
Massachusetts
$1.7M +$74.9K +3,117 +5%
CG
733
Caprock Group
Idaho
$1.7M -$198K -8,256 -10%
GIM
734
Greylin Investment Management
Virginia
$1.7M -$1.46M -60,690 -46%
MHS
735
M Holdings Securities
Oregon
$1.69M -$29.6K -1,230 -2%
NFG
736
Next Financial Group
Texas
$1.68M -$546K -21,786 -25%
DBIA
737
Dumont & Blake Investment Advisors
New Jersey
$1.68M -$27.4K -1,140 -2%
CC
738
Cognios Capital
Kansas
$1.67M -$11.1K -462 -0.7%
PAI
739
Pittenger & Anderson Inc
Nebraska
$1.66M -$305K -12,675 -16%
LJAC
740
L.J. Altfest & Co
New York
$1.66M +$962K +40,038 +139%
RFS
741
Rockefeller Financial Services
New York
$1.65M -$512K -21,327 -24%
DI
742
Diligent Investors
California
$1.65M +$17.5K +726 +1%
FC
743
Fairpointe Capital
Illinois
$1.64M +$108K +4,500 +7%
SFFS
744
Stonehage Fleming Financial Services
Jersey
$1.63M -$750K -31,200 -32%
HVIA
745
Hudson Valley Investment Advisors
New York
$1.63M -$31.7K -1,320 -2%
GC
746
Grace Capital
Massachusetts
$1.62M +$1.62M +67,410 New
EF
747
Empowered Funds
Pennsylvania
$1.62M +$1.62M +67,386 New
MIC
748
Meridian Investment Counsel
California
$1.62M -$36K -1,500 -2%
SAM
749
Silvercrest Asset Management
New York
$1.61M -$4.25K -177 -0.3%
MJRIC
750
Mogy Joel R Investment Counsel
California
$1.6M -$93.7K -3,900 -6%
28 29
30
31 32