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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 %
IAA
751
Independent Advisor Alliance
North Carolina
$1.9M +$144K +5,349 +8%
SWP
752
Stratos Wealth Partners
Ohio
$1.9M +$4.06K +156 +0.2%
DG
753
Davidson & Garrard
Virginia
$1.89M -$109K -4,200 -5%
BO
754
Bank OZK
Arkansas
$1.88M -$216K -8,307 -10%
CCM
755
CrestPoint Capital Management
Missouri
$1.88M -$15.6K -600 -0.8%
PVWM
756
Point View Wealth Management
New Jersey
$1.86M -$76.9K -2,952 -4%
ACM
757
Alpha Capital Management
Texas
$1.85M +$154K +5,913 +9%
BG
758
Bollard Group
Massachusetts
$1.84M +$168K +6,459 +10%
RWA
759
Ropes Wealth Advisors
Massachusetts
$1.84M -$146K -5,586 -7%
OI
760
Oakbrook Investments
Illinois
$1.84M +$199K +7,650 +12%
CCT
761
Capital City Trust
Florida
$1.83M – – –
PAI
762
Pittenger & Anderson Inc
Nebraska
$1.82M +$23.4K +900 +1%
RFA
763
Reilly Financial Advisors
California
$1.82M +$47.4K +1,818 +3%
FI
764
FormulaFolio Investments
Michigan
$1.81M +$11.6K +444 +0.6%
SFG
765
SevenBridge Financial Group
Pennsylvania
$1.81M +$72K +2,766 +4%
KPF
766
K2 Principal Fund
Ontario, Canada
$1.81M +$1.81M +69,600 New
CAI
767
Capital Advisors Inc
Oklahoma
$1.81M -$136K -5,217 -7%
PAM
768
Palisade Asset Management
Minnesota
$1.8M +$131K +5,040 +8%
DBIA
769
Dumont & Blake Investment Advisors
New Jersey
$1.8M -$10.2K -390 -0.6%
NPC
770
National Planning Corporation
California
$1.8M +$114K +4,362 +7%
RFS
771
Rockefeller Financial Services
New York
$1.79M – – –
N
772
Natixis
France
$1.78M +$767K +29,430 +76%
HVIA
773
Hudson Valley Investment Advisors
New York
$1.77M +$34.6K +1,329 +2%
OIA
774
OneDigital Investment Advisors
Kansas
$1.76M -$40.1K -1,539 -2%
DI
775
Diligent Investors
California
$1.76M -$9.06K -348 -0.5%
29 30
31
32 33