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Walmart

1,775 hedge funds and large institutions have $87.8B invested in Walmart in 2017 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 568 increasing their positions, 676 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,775
Holders Change
+219
Holders Change %
+14.07%
% of All Funds
40.31%
Holding in Top 10
112
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+80.65%
% of All Funds
2.54%
New
310
Increased
568
Reduced
676
Closed
74
Calls
$1.79B
Puts
$2.13B
Net Calls
-$347M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FLPIM
801
F.L. Putnam Investment Management
Massachusetts
$2.18M -$10.4K -315 -0.5%
MJRIC
802
Mogy Joel R Investment Counsel
California
$2.18M +$25.1K +762 +1%
CG
803
Caprock Group
Idaho
$2.17M -$843K -25,068 -28%
VFA
804
Voya Financial Advisors
Connecticut
$2.17M +$46.5K +1,404 +2%
AAS
805
Annex Advisory Services
Wisconsin
$2.17M +$228K +6,927 +12%
SFA
806
Stewardship Financial Advisors
Georgia
$2.17M -$333K -10,128 -13%
IA
807
IFG Advisory
Georgia
$2.16M +$2.16M +65,580 New
MC
808
Martin & Co
Tennessee
$2.13M -$293K -8,910 -12%
KC
809
Kepos Capital
New York
$2.12M -$1.94M -59,010 -48%
HWA
810
Heritage Wealth Advisors
Virginia
$2.12M +$106K +3,216 +5%
WP
811
WealthPLAN Partners
Nebraska
$2.11M +$110K +3,348 +6%
LNB
812
Ledyard National Bank
$2.1M -$9.78K -297 -0.5%
RCAG
813
Rehmann Capital Advisory Group
Michigan
$2.1M -$15.5K -471 -0.7%
WAM
814
Wealthspire Advisors (Maryland)
Maryland
$2.1M +$336K +10,203 +19%
Wealth Enhancement Advisory Services
815
Wealth Enhancement Advisory Services
Minnesota
$2.1M -$764K -22,713 -27%
DBIA
816
Dumont & Blake Investment Advisors
New Jersey
$2.1M -$182K -5,514 -8%
ICOM
817
Investment Counselors of Maryland
Maryland
$2.09M -$111K -3,375 -5%
SAM
818
Silvercrest Asset Management
New York
$2.09M +$44.8K +1,362 +2%
WSTAM
819
Wilbanks Smith & Thomas Asset Management
Virginia
$2.08M +$438K +13,302 +27%
FMBTD
820
First Midwest Bank Trust Division
Illinois
$2.08M +$124K +3,780 +6%
FB
821
Fulton Bank
Pennsylvania
$2.07M +$44.2K +1,341 +2%
SIM
822
Sterling Investment Management
Arizona
$2.07M +$150K +4,569 +8%
KIA
823
KCM Investment Advisors
California
$2.07M +$54.3K +1,650 +3%
FIM
824
Freedom Investment Management
Connecticut
$2.07M +$18.7K +567 +0.9%
AIA
825
AIMZ Investment Advisors
California
$2.06M +$9.87K +300 +0.5%