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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 %
NAM
751
North American Management
Massachusetts
$1.71M -$207K -9,000 -11%
MCM
752
Murphy Capital Management
New Jersey
$1.71M -$102K -4,416 -6%
MC
753
Martin & Co
Tennessee
$1.7M -$31.1K -1,350 -2%
MC
754
Moors & Cabot
Massachusetts
$1.7M +$180K +7,791 +12%
SAM
755
Symphony Asset Management
California
$1.69M -$338K -14,670 -17%
FMWA
756
Forvis Mazars Wealth Advisors
Missouri
$1.68M +$83.5K +3,624 +5%
QIM
757
Quest Investment Management
Oregon
$1.68M – – –
HAG
758
HighPoint Advisor Group
Illinois
$1.66M -$67.5K -2,874 -4%
PVWM
759
Point View Wealth Management
New Jersey
$1.66M -$119K -5,154 -7%
NHC
760
Nicholas Hoffman & Company
Georgia
$1.66M -$93.9K -4,101 -5%
MHS
761
M Holdings Securities
Oregon
$1.65M -$89.3K -3,876 -5%
PFS
762
Prospera Financial Services
Texas
$1.64M +$563K +24,414 +52%
DBIA
763
Dumont & Blake Investment Advisors
New Jersey
$1.64M +$6.57K +285 +0.4%
GA
764
Geneva Advisors
Illinois
$1.63M -$176K -7,638 -10%
MJRIC
765
Mogy Joel R Investment Counsel
California
$1.62M – – –
SWP
766
Stratos Wealth Partners
Ohio
$1.62M -$764K -33,153 -32%
CC
767
Cognios Capital
Kansas
$1.61M +$60.3K +2,619 +4%
NA
768
NewEdge Advisors
Louisiana
$1.61M +$780K +34,188 +94%
RGI
769
River Global Investors
United Kingdom
$1.6M +$553K +24,000 +53%
HVIA
770
Hudson Valley Investment Advisors
New York
$1.59M -$35.9K -1,560 -2%
MIC
771
Meridian Investment Counsel
California
$1.58M -$64K -2,775 -4%
WCA
772
Westover Capital Advisors
Delaware
$1.58M +$1.05M +45,432 +197%
ICOM
773
Investment Counselors of Maryland
Maryland
$1.58M -$8.64K -375 -0.5%
KFC
774
Klingenstein Fields & Co
New York
$1.57M +$1.26M +54,735 +414%
PAMG
775
Patton Albertson Miller Group
Tennessee
$1.56M -$40.9K -1,773 -3%
29 30
31
32 33