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Walmart
WMT

Overview Fund Activity

1,551 hedge funds and large institutions have $68.3B invested in Walmart in 2017 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 600 increasing their positions, 632 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+42
Holders Change %
+2.78%
% of All Funds
38.73%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.77%
New
126
Increased
600
Reduced
632
Closed
69
Calls
$1.12B
Puts
$1.24B
Net Calls
-$123M
Net Calls Change
+$377M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$424M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$187M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$163M
4
Millennium Management
Millennium Management
New York
+$143M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$130M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$309M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$225M
3
BBHC
Brown Brothers Harriman & Co
New York
-$204M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$156M
5
State Street
State Street
Massachusetts
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAI
751
Capital Advisors Inc
Oklahoma
$1.88M -$19.8K -786 -1%
CSS
752
Cubist Systematic Strategies
Connecticut
$1.88M +$1.88M +74,352 +24,784%
PVWM
753
Point View Wealth Management
New Jersey
$1.88M +$61.2K +2,424 +3%
NAM
754
North American Management
Massachusetts
$1.87M – – –
GA
755
Geneva Advisors
Illinois
$1.86M +$54.6K +2,163 +3%
VV
756
Verity & Verity
South Carolina
$1.86M -$82.7K -3,276 -4%
NBC
757
Neuberger Berman Canada
Ontario, Canada
$1.86M +$31.1K +1,233 +2%
OIA
758
OneDigital Investment Advisors
Kansas
$1.86M +$1.86M +69,138 New
GC
759
Grace Capital
Massachusetts
$1.85M +$149K +5,910 +9%
BAM
760
Bruderman Asset Management
New York
$1.85M +$10.4K +411 +0.6%
MCM
761
Murphy Capital Management
New Jersey
$1.85M -$9.68K -384 -0.5%
QIM
762
Quest Investment Management
Oregon
$1.84M – – –
SWP
763
Stratos Wealth Partners
Ohio
$1.83M +$174K +6,903 +11%
CCM
764
CrestPoint Capital Management
Missouri
$1.83M -$1.26M -49,800 -41%
CCT
765
Capital City Trust
Florida
$1.83M -$212K -8,403 -10%
CCM
766
Cribstone Capital Management
Maine
$1.83M -$69.5K -2,757 -4%
BEAM
767
Baker Ellis Asset Management
Washington
$1.82M +$154K +6,090 +9%
CAMG
768
CWA Asset Management Group
Florida
$1.8M +$192K +7,596 +12%
CCM
769
Covington Capital Management
California
$1.8M -$27K -1,071 -1%
CFSG
770
Community Financial Services Group
Vermont
$1.78M +$273K +10,809 +18%
DBIA
771
Dumont & Blake Investment Advisors
New Jersey
$1.76M -$8.7K -345 -0.5%
LFAS
772
Level Four Advisory Services
Texas
$1.75M -$641K -26,829 -27%
FI
773
FormulaFolio Investments
Michigan
$1.75M +$122K +4,824 +7%
PAI
774
Pittenger & Anderson Inc
Nebraska
$1.74M – – –
RFS
775
Rockefeller Financial Services
New York
$1.74M – – –
29 30
31
32 33