WMT icon

Walmart
WMT

Overview Fund Activity

1,520 hedge funds and large institutions have $61.9B invested in Walmart in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 570 increasing their positions, 641 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,520
Holders Change
-7
Holders Change %
-0.46%
% of All Funds
38.06%
Holding in Top 10
64
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-20.99%
% of All Funds
1.6%
New
131
Increased
570
Reduced
641
Closed
112
Calls
$1.02B
Puts
$1.66B
Net Calls
-$641M
Net Calls Change
-$696M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$421M
2
Wells Fargo
Wells Fargo
California
+$267M
3
BFA
BlackRock Fund Advisors
California
+$254M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$205M
5
Asset Management One
Asset Management One
Japan
+$175M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$800M
2
AIG
American International Group
New York
-$456M
3
Deutsche Bank
Deutsche Bank
Germany
-$225M
4
TCIM
TIAA CREF Investment Management
New York
-$209M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
876
Rational Advisors
New York
$1.16M -$1M -43,500 -46%
Two Sigma Investments
877
Two Sigma Investments
New York
$1.16M -$178M -7,734,642 -99%
DLHL
878
Donald L. Hagan LLC
Florida
$1.15M +$1.15M +50,013 New
MIM
879
Montgomery Investment Management
Maryland
$1.14M -$69.1K -3,000 -6%
CS
880
Candriam SCA
Luxembourg
$1.14M -$1.65M -71,655 -59%
CIA
881
Cascade Investment Advisors
Oregon
$1.13M +$1.13M +49,200 New
LWM
882
LBA Wealth Management
Florida
$1.13M +$1.73K +75 +0.2%
FB
883
Fulton Bank
Pennsylvania
$1.12M +$48.3K +2,094 +5%
FFA
884
Fragasso Financial Advisors
Pennsylvania
$1.11M +$292K +12,675 +36%
RCA
885
Rowland Carmichael Advisors
Arizona
$1.11M +$52.2K +2,265 +5%
BFM
886
Boston Financial Management
Massachusetts
$1.11M -$41.9K -1,818 -4%
SSP
887
Sapphire Star Partners
Washington
$1.11M +$197K +8,553 +22%
NA
888
Navellier & Associates
Nevada
$1.11M +$256K +11,100 +30%
BOTW
889
Bank of the West
California
$1.1M -$40.8K -1,770 -4%
HWA
890
Heritage Wealth Advisors
Virginia
$1.1M +$207K +8,976 +23%
RG
891
Rikoon Group
New Mexico
$1.09M +$432K +19,068 +66%
FFBTD
892
First Financial Bank - Trust Division
Ohio
$1.09M -$74.2K -3,222 -6%
SWK
893
Stephen W. Kidder
$1.08M -$133K -5,760 -11%
GGI
894
Godsey & Gibb Inc
Virginia
$1.08M – – –
WHG
895
Westwood Holdings Group
Texas
$1.08M -$24.2K -1,050 -2%
PL
896
Plancorp LLC
Missouri
$1.08M +$108K +4,680 +11%
GC
897
Gratus Capital
Georgia
$1.08M -$31.1K -1,350 -3%
WAM
898
Wealthspire Advisors (Maryland)
Maryland
$1.08M -$23.6K -1,026 -2%
CAMG
899
CWA Asset Management Group
Florida
$1.07M +$410K +17,817 +62%
MIM
900
Miller Investment Management
Pennsylvania
$1.06M – – –
34 35
36
37 38