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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 %
DPIM
876
Duff & Phelps Investment Management
Illinois
$1.29M -$36.7K -1,410 -3%
BHWM
877
Bar Harbor Wealth Management
New Hampshire
$1.29M -$182K -6,969 -12%
BWA
878
BDO Wealth Advisors
Florida
$1.28M -$105K -4,035 -8%
WC
879
Whitnell & Co
Illinois
$1.28M – – –
AIM
880
Advantage Investment Management
Iowa
$1.28M +$62.9K +2,415 +5%
FPCG
881
Fort Pitt Capital Group
Pennsylvania
$1.28M -$24.8K -951 -2%
GLA
882
Good Life Advisors
Pennsylvania
$1.28M +$29.1K +1,086 +2%
LCP
883
Legacy Capital Partners
Wisconsin
$1.27M -$3.83K -147 -0.3%
AI
884
Atria Investments
North Carolina
$1.25M -$16.7K -642 -1%
PCC
885
Park Circle Company
Maryland
$1.25M +$1.25M +48,000 New
PL
886
Perpetual Ltd
Australia
$1.25M – – –
CIA
887
Choate Investment Advisors
Massachusetts
$1.24M -$50.6K -1,944 -4%
KA
888
Kovack Advisors
Florida
$1.23M -$165K -6,336 -12%
BOTW
889
Bank of the West
California
$1.23M -$53.2K -2,043 -4%
ONB
890
Old National Bancorp
Indiana
$1.23M -$47.1K -1,806 -4%
4IG
891
440 Investment Group
Kansas
$1.23M -$4.69K -180 -0.4%
SFM
892
Signet Financial Management
New Jersey
$1.23M -$7.03K -270 -0.6%
FRM
893
Fox Run Management
Connecticut
$1.23M +$1.23M +47,100 New
PTC
894
Private Trust Company
Ohio
$1.22M -$44.5K -1,710 -4%
1SB
895
1ST Source Bank
Indiana
$1.22M -$151K -5,787 -11%
ICM
896
IMS Capital Management
Oregon
$1.22M -$177K -6,801 -13%
BWM
897
BerganKDV Wealth Management
Minnesota
$1.21M +$252K +9,672 +26%
SMC
898
Smith, Moore & Co
Missouri
$1.21M +$437K +16,776 +56%
FMT
899
First Mercantile Trust
Tennessee
$1.2M -$250K -9,600 -17%
MSU
900
Mizuho Securities USA
New York
$1.2M +$1.2M +45,921 New
34 35
36
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