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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 %
NHC
751
Nicholas Hoffman & Company
Georgia
$1.59M -$146K -6,060 -8%
BEAM
752
Baker Ellis Asset Management
Washington
$1.59M -$2.16K -90 -0.1%
ICOM
753
Investment Counselors of Maryland
Maryland
$1.59M -$54.1K -2,250 -3%
BHWM
754
Bar Harbor Wealth Management
New Hampshire
$1.58M -$1.37M -57,111 -46%
FCMT
755
Founders Capital Management (Texas)
Texas
$1.58M +$1.58M +65,829 New
SFG
756
SevenBridge Financial Group
Pennsylvania
$1.58M +$8.39K +345 +0.5%
SWP
757
Stratos Wealth Partners
Ohio
$1.58M -$107K -4,464 -6%
PAM
758
Palisade Asset Management
Minnesota
$1.57M +$101K +4,200 +7%
BO
759
Bank OZK
Arkansas
$1.57M +$47.7K +1,986 +3%
RGI
760
River Global Investors
United Kingdom
$1.56M -$108K -4,500 -6%
LCM
761
Laurion Capital Management
New York
$1.56M -$532K -22,140 -25%
FI
762
FormulaFolio Investments
Michigan
$1.55M +$66.5K +2,769 +4%
LPL Financial
763
LPL Financial
California
$1.54M +$1.03M +43,005 +202%
PAM
764
PVG Asset Management
Colorado
$1.54M +$1.54M +64,050 New
RFA
765
Reilly Financial Advisors
California
$1.53M +$76.8K +3,198 +5%
CAMG
766
CWA Asset Management Group
Florida
$1.53M +$417K +17,343 +37%
ISL
767
Ingalls & Snyder LLC
New York
$1.53M -$28.8K -1,200 -2%
AIA
768
AIMZ Investment Advisors
California
$1.53M +$144 +6 +0%
OI
769
Oakbrook Investments
Illinois
$1.53M -$4.18M -173,850 -73%
BG
770
Bollard Group
Massachusetts
$1.52M +$142K +5,907 +10%
GLA
771
Great Lakes Advisors
Illinois
$1.52M -$834K -34,731 -35%
CBU
772
CIBC Bank USA
Illinois
$1.52M +$76.4K +3,180 +5%
BFG
773
Beacon Financial Group
Texas
$1.52M +$155K +6,495 +11%
KA
774
Kovack Advisors
Florida
$1.51M -$98K -4,077 -6%
WCM
775
Wunderlich Capital Managemnt
Tennessee
$1.5M -$668K -27,825 -31%
29 30
31
32 33