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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 %
LWM
851
LBA Wealth Management
Florida
$1.19M +$10.8K +450 +0.9%
HWA
852
HCR Wealth Advisors
California
$1.19M -$152K -6,324 -11%
1SB
853
1ST Source Bank
Indiana
$1.18M -$116K -4,833 -9%
CIA
854
Cascade Investment Advisors
Oregon
$1.18M -$721 -30 -0.1%
CS
855
Candriam SCA
Luxembourg
$1.18M -$11.3K -471 -1%
PCP
856
Proficio Capital Partners
Massachusetts
$1.17M -$897K -34,443 -43%
FMBTD
857
First Midwest Bank Trust Division
Illinois
$1.17M -$81.6K -3,396 -7%
MIM
858
Montgomery Investment Management
Maryland
$1.16M -$32.1K -1,335 -3%
FFS
859
Founders Financial Securities
Maryland
$1.16M +$410K +17,070 +55%
BIC
860
Bridges Investment Counsel
Nebraska
$1.16M -$67.8K -2,823 -6%
IAA
861
Independent Advisor Alliance
North Carolina
$1.16M +$495K +20,739 +75%
SFM
862
Signet Financial Management
New Jersey
$1.15M +$883K +36,738 +325%
LCP
863
Legacy Capital Partners
Wisconsin
$1.14M -$834K -34,725 -42%
Verition Fund Management
864
Verition Fund Management
Connecticut
$1.14M +$138K +5,766 +14%
CWM
865
Cornerstone Wealth Management
Missouri
$1.14M +$49.6K +2,085 +5%
ARTA
866
A.R.T. Advisors
New York
$1.14M +$1.14M +47,472 New
LCM
867
Logan Capital Management
Pennsylvania
$1.13M +$208K +8,664 +22%
FLI
868
Family Legacy Inc
South Carolina
$1.13M +$1.13M +46,959 New
WHG
869
Westwood Holdings Group
Texas
$1.13M – – –
SSP
870
Sapphire Star Partners
Washington
$1.12M -$28.8K -1,200 -3%
EI
871
Elkhorn Investments
Illinois
$1.12M +$1.12M +46,749 New
Jones Financial Companies
872
Jones Financial Companies
Missouri
$1.12M +$26.3K +1,095 +2%
YIA
873
YHB Investment Advisors
Connecticut
$1.12M +$29K +1,158 +3%
NA
874
Navellier & Associates
Nevada
$1.12M -$36K -1,500 -3%
GC
875
Gratus Capital
Georgia
$1.12M -$5.34K -222 -0.5%
33 34
35
36 37