WMT icon

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 %
KCP
826
KDI Capital Partners
North Carolina
$1.51M -$15.6K -600 -1%
FGP
827
Foyston, Gordon, & Payne
Ontario, Canada
$1.51M – – –
IFS
828
Ifrah Financial Services
Arkansas
$1.51M +$136K +5,400 +10%
FIM
829
Freedom Investment Management
Connecticut
$1.51M +$403K +15,960 +37%
KIA
830
KCM Investment Advisors
California
$1.5M -$1.36K -54 -0.1%
MHS
831
M Holdings Securities
Oregon
$1.5M -$271K -10,737 -15%
RIM
832
Rampart Investment Management
Connecticut
$1.48M +$1.17M +46,221 +373%
HCP
833
Holt Capital Partners
Texas
$1.48M -$25K -990 -2%
BCM
834
Boltwood Capital Management
California
$1.48M – – –
RFM
835
Royal Fund Management
Florida
$1.47M -$320K -12,675 -18%
CPO
836
Cerity Partners OCIO
New York
$1.47M +$51.7K +2,064 +4%
GC
837
Guardian Capital
Ontario, Canada
$1.47M +$322K +12,747 +28%
LAM
838
Lingohr Asset Management
Germany
$1.45M – – –
TIA
839
Trust Investment Advisors
Indiana
$1.44M +$14.4K +570 +1%
PHIMC
840
Private Harbour Investment Management & Counsel
Ohio
$1.44M +$18.9K +750 +1%
HWA
841
Heritage Wealth Advisors
Virginia
$1.44M +$86.3K +3,426 +6%
ASN
842
Advisory Services Network
Georgia
$1.44M +$166K +6,594 +13%
FB
843
Fulton Bank
Pennsylvania
$1.43M +$144K +5,709 +11%
CTA
844
Colonial Trust Advisors
South Carolina
$1.43M +$337K +13,356 +31%
BHWM
845
Bar Harbor Wealth Management
New Hampshire
$1.43M -$235K -9,324 -14%
PCP
846
Proficio Capital Partners
Massachusetts
$1.42M +$214K +7,980 +18%
FFA
847
Fragasso Financial Advisors
Pennsylvania
$1.41M +$43.5K +1,725 +3%
FMT
848
First Mercantile Trust
Tennessee
$1.41M -$37.8K -1,500 -3%
CDH
849
Charles D. Hyman
$1.4M – – –
WSTAM
850
Wilbanks Smith & Thomas Asset Management
Virginia
$1.4M -$81.4K -3,228 -6%
32 33
34
35 36