WMT icon

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 %
FWCM
801
Ferguson Wellman Capital Management
Oregon
$1.62M +$9.84K +378 +0.6%
CSS
802
Cubist Systematic Strategies
Connecticut
$1.61M -$334K -12,837 -17%
FB
803
Fulton Bank
Pennsylvania
$1.6M +$129K +4,956 +9%
KIA
804
KCM Investment Advisors
California
$1.59M +$42.6K +1,635 +3%
WCM
805
Wunderlich Capital Managemnt
Tennessee
$1.59M -$15.3K -588 -1%
TWM
806
Torch Wealth Management
Ohio
$1.59M -$3.91K -150 -0.2%
HWA
807
Heritage Wealth Advisors
Virginia
$1.59M +$101K +3,885 +7%
WP
808
WealthPLAN Partners
Nebraska
$1.59M +$176K +6,753 +12%
HI
809
Horizon Investments
North Carolina
$1.58M +$197K +7,821 +14%
CWM
810
Cornerstone Wealth Management
Missouri
$1.58M +$192K +7,203 +14%
IFS
811
Ifrah Financial Services
Arkansas
$1.57M +$8.83K +339 +0.6%
DT
812
Diversified Trust
Tennessee
$1.56M -$40.9K -1,569 -3%
LSCM
813
LaSalle Street Capital Management
Illinois
$1.56M – – –
PAM
814
PVG Asset Management
Colorado
$1.56M – – –
FGP
815
Foyston, Gordon, & Payne
Ontario, Canada
$1.56M – – –
CPO
816
Cerity Partners OCIO
New York
$1.56M +$37.3K +1,440 +2%
FMBTD
817
First Midwest Bank Trust Division
Illinois
$1.54M +$154K +5,931 +11%
OIA
818
Optimum Investment Advisors
Illinois
$1.54M +$159K +6,096 +11%
NA
819
NewEdge Advisors
Louisiana
$1.54M +$560K +20,862 +57%
AAS
820
Annex Advisory Services
Wisconsin
$1.53M +$826K +31,716 +117%
HCP
821
Holt Capital Partners
Texas
$1.52M – – –
BHBT
822
Burke & Herbert Bank & Trust
Virginia
$1.52M -$52.3K -2,007 -3%
SIM
823
Sterling Investment Management
Arizona
$1.52M -$80.7K -3,096 -5%
NFG
824
Next Financial Group
Texas
$1.51M -$441K -15,285 -23%
BCM
825
Boltwood Capital Management
California
$1.5M -$23.2K -891 -2%
31 32
33
34 35