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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 %
OI
801
Oakbrook Investments
Illinois
$1.59M -$18.9K -750 -1%
CA
802
Clearstead Advisors
Ohio
$1.58M +$9.46K +375 +0.6%
AIA
803
AIMZ Investment Advisors
California
$1.57M -$33.8K -1,338 -2%
Kovitz Investment Group Partners
804
Kovitz Investment Group Partners
Illinois
$1.57M +$1.57M +62,223 New
ISL
805
Ingalls & Snyder LLC
New York
$1.56M -$45.4K -1,800 -3%
BUB
806
BBVA USA Bancshares
Texas
$1.56M +$57.9K +2,298 +4%
WCM
807
Wunderlich Capital Managemnt
Tennessee
$1.56M -$20.7K -822 -1%
FWCM
808
Ferguson Wellman Capital Management
Oregon
$1.56M -$1.21K -48 -0.1%
DT
809
Diversified Trust
Tennessee
$1.55M -$1.94M -77,082 -56%
LWAC
810
Laurel Wealth Advisors (California)
California
$1.55M +$829K +32,895 +115%
SIM
811
Sterling Investment Management
Arizona
$1.55M -$12.3K -486 -0.8%
WAM
812
Wealthspire Advisors (Maryland)
Maryland
$1.55M +$479K +18,990 +45%
TWM
813
Torch Wealth Management
Ohio
$1.54M +$1.54M +61,200 New
ANRIA
814
American National Registered Investment Advisor
Texas
$1.54M – – –
BP
815
Ballentine Partners
Massachusetts
$1.54M +$514K +19,698 +50%
Capital Fund Management (CFM)
816
Capital Fund Management (CFM)
France
$1.53M -$66.5M -2,635,032 -98%
MNBTD
817
Moody National Bank Trust Division
Texas
$1.53M – – –
MIAN
818
Mariner Independent Advisor Network
Kansas
$1.53M +$1.53M +60,537 New
BHBT
819
Burke & Herbert Bank & Trust
Virginia
$1.52M -$52.2K -2,070 -3%
BA
820
Birinyi Associates
Connecticut
$1.52M +$106K +4,200 +8%
HCM
821
Hodges Capital Management
Texas
$1.52M +$1.14M +45,096 +302%
LSCM
822
LaSalle Street Capital Management
Illinois
$1.51M – – –
LNB
823
Ledyard National Bank
$1.51M +$142K +5,643 +10%
Hudson Bay Capital Management
824
Hudson Bay Capital Management
Connecticut
$1.51M +$1.51M +60,000 New
PAM
825
PVG Asset Management
Colorado
$1.51M -$104K -4,125 -6%
31 32
33
34 35