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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 %
BHBT
776
Burke & Herbert Bank & Trust
Virginia
$1.5M +$19K +789 +1%
BTW
777
Boston Trust Walden
Massachusetts
$1.5M -$7.82M -325,413 -84%
CA
778
Clearstead Advisors
Ohio
$1.5M -$41.4K -1,725 -3%
SIM
779
Sterling Investment Management
Arizona
$1.49M -$80.3K -3,342 -5%
FWCM
780
Ferguson Wellman Capital Management
Oregon
$1.48M +$182K +7,587 +14%
CIA
781
Choate Investment Advisors
Massachusetts
$1.47M -$14.7K -612 -1%
ANRIA
782
American National Registered Investment Advisor
Texas
$1.47M – – –
MNBTD
783
Moody National Bank Trust Division
Texas
$1.46M – – –
KOCAA
784
Knights of Columbus Asset Advisors
Connecticut
$1.45M +$1.45M +60,300 New
LAM
785
Lingohr Asset Management
Germany
$1.45M +$70.3K +2,928 +5%
FCMC
786
Founders Capital Management (Connecticut)
Connecticut
$1.44M -$24.4K -1,014 -2%
LSCM
787
LaSalle Street Capital Management
Illinois
$1.44M – – –
RC
788
RBF Capital
California
$1.44M – – –
FGP
789
Foyston, Gordon, & Payne
Ontario, Canada
$1.44M – – –
CFSG
790
Community Financial Services Group
Vermont
$1.44M +$1.44M +59,718 New
KIA
791
KCM Investment Advisors
California
$1.43M -$48.1K -2,001 -3%
BUB
792
BBVA USA Bancshares
Texas
$1.43M -$460K -19,143 -24%
HCP
793
Holt Capital Partners
Texas
$1.43M -$17.7K -735 -1%
AB
794
AT Bancorp
Iowa
$1.42M +$1.02M +42,297 +249%
WSTAM
795
Wilbanks Smith & Thomas Asset Management
Virginia
$1.41M +$55.9K +2,325 +4%
KCP
796
KDI Capital Partners
North Carolina
$1.41M +$1.41M +58,500 New
GCP
797
GSA Capital Partners
United Kingdom
$1.41M -$139K -5,799 -9%
BCM
798
Boltwood Capital Management
California
$1.41M – – –
OSAM
799
O'Shaughnessy Asset Management
Connecticut
$1.39M -$551K -22,914 -28%
Cerity Partners
800
Cerity Partners
New York
$1.39M +$1.39M +57,786 New
30 31
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