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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 %
HWP
801
Hefty Wealth Partners
Indiana
$1.38M -$1.32M -54,861 -49%
WC
802
Whitnell & Co
Illinois
$1.38M -$34.2K -1,425 -2%
CG
803
Clinton Group
New York
$1.38M -$8.98M -373,755 -87%
FMT
804
First Mercantile Trust
Tennessee
$1.38M -$57.7K -2,403 -4%
CPO
805
Cerity Partners OCIO
New York
$1.36M +$140K +5,829 +11%
TIA
806
Trust Investment Advisors
Indiana
$1.36M +$43.3K +1,800 +3%
RFCA
807
R&F Capital Advisors
New York
$1.36M +$11K +459 +0.8%
CIM
808
Cambria Investment Management
California
$1.36M +$16.7K +696 +1%
PHIMC
809
Private Harbour Investment Management & Counsel
Ohio
$1.35M +$57.3K +2,385 +4%
BA
810
Birinyi Associates
Connecticut
$1.34M -$216K -9,000 -14%
NG
811
Northstar Group
New York
$1.34M -$544K -22,806 -29%
CDH
812
Charles D. Hyman
$1.34M -$18.4K -765 -1%
IP
813
Intellectus Partners
California
$1.32M -$73.6K -3,042 -5%
PTC
814
Private Trust Company
Ohio
$1.32M +$1.66K +69 +0.1%
CIP
815
Cornerstone Investment Partners
Georgia
$1.31M -$37.3K -1,551 -3%
DPIM
816
Duff & Phelps Investment Management
Illinois
$1.31M -$31K -1,290 -2%
IFS
817
Ifrah Financial Services
Arkansas
$1.31M -$23.9K -993 -2%
LNB
818
Ledyard National Bank
$1.31M +$983K +40,905 +303%
WCM
819
Windsor Capital Management
Arizona
$1.3M -$2.45K -102 -0.2%
FFA
820
Fragasso Financial Advisors
Pennsylvania
$1.3M +$142K +5,907 +12%
CS
821
Comerica Securities
Michigan
$1.3M +$1.3M +54,087 New
DLHL
822
Donald L. Hagan LLC
Florida
$1.29M +$92.4K +3,846 +8%
CI
823
CAZ Investments
Texas
$1.29M – – –
CIA
824
Capital Investment Advisors
Georgia
$1.29M -$59.7K -2,484 -4%
HWA
825
Heritage Wealth Advisors
Virginia
$1.29M +$145K +6,039 +13%
31 32
33
34 35