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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 %
RCM
726
Radnor Capital Management
Pennsylvania
$1.98M – – –
BSW
727
Buckingham Strategic Wealth
Missouri
$1.98M -$108K -4,161 -5%
AF
728
Arrow Financial
New York
$1.98M -$153K -5,865 -7%
AT
729
Arden Trust
Delaware
$1.98M -$78.6K -3,018 -4%
MC
730
Moors & Cabot
Massachusetts
$1.98M -$104K -3,978 -5%
MM
731
Meridian Management
Arkansas
$1.98M – – –
SFA
732
Stewardship Financial Advisors
Georgia
$1.98M -$52.8K -2,028 -3%
CF
733
CNA Financial
Illinois
$1.98M – – –
NIC
734
Northwest Investment Counselors
Oregon
$1.97M +$16.8K +645 +0.9%
GCM
735
Grisanti Capital Management
New York
$1.96M +$585K +22,470 +42%
BEAM
736
Baker Ellis Asset Management
Washington
$1.96M +$77.3K +2,967 +4%
PAMG
737
Patton Albertson Miller Group
Tennessee
$1.96M +$64.1K +2,421 +3%
BPM
738
Bronson Point Management
Connecticut
$1.95M +$1.95M +75,000 New
CCM
739
Cribstone Capital Management
Maine
$1.94M +$52.7K +2,022 +3%
NAM
740
North American Management
Massachusetts
$1.93M +$7.81K +300 +0.4%
KOCAA
741
Knights of Columbus Asset Advisors
Connecticut
$1.93M +$227K +8,700 +13%
BFA
742
Benedict Financial Advisors
Georgia
$1.92M -$159K -6,108 -8%
MC
743
Martin & Co
Tennessee
$1.91M -$177K -6,780 -8%
FMWA
744
Forvis Mazars Wealth Advisors
Missouri
$1.91M -$729K -27,975 -28%
MCM
745
Murphy Capital Management
New Jersey
$1.91M +$3.52K +135 +0.2%
WSFS
746
Wilmington Savings Fund Society
Delaware
$1.9M +$118K +4,545 +7%
PNC
747
Park National Corp
Ohio
$1.9M -$153K -5,892 -7%
QIM
748
Quest Investment Management
Oregon
$1.9M – – –
CFSG
749
Community Financial Services Group
Vermont
$1.9M +$62.5K +2,400 +3%
VV
750
Verity & Verity
South Carolina
$1.9M -$26.6K -1,020 -1%
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