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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 %
WA
901
Waverly Advisors
Alabama
$1.05M +$587K +24,420 +126%
FIM
902
Freedom Investment Management
Connecticut
$1.05M -$196K -8,181 -16%
DSC
903
Duncker Streett & Co
Missouri
$1.04M +$137K +5,688 +15%
BFM
904
Boston Financial Management
Massachusetts
$1.03M -$120K -5,010 -10%
PH
905
Pinnacle Holdings
Oklahoma
$1.03M -$13.1K -546 -1%
SNBOSCI
906
Security National Bank of Sioux City Iowa
Iowa
$1.03M +$45.3K +1,887 +5%
GXMC
907
Global X Management Company
New York
$1.02M +$259K +10,782 +34%
WSCM
908
Wellington Shields Capital Management
New York
$1.02M -$1.59M -66,225 -61%
CT
909
Cambridge Trust
Massachusetts
$1.02M +$77.4K +3,225 +8%
AIM
910
Aspen Investment Management
Michigan
$1.02M – – –
RCA
911
Rowland Carmichael Advisors
Arizona
$1.02M -$142K -5,916 -12%
WAM
912
Wealthspire Advisors (Maryland)
Maryland
$1.02M -$106K -4,425 -9%
CNBT
913
Canandaigua National Bank & Trust
New York
$1.01M +$4.1K +171 +0.4%
HB
914
Homrich & Berg
Georgia
$998K +$115K +4,785 +13%
FAG
915
Financial Advisory Group
Texas
$997K +$5.34K +222 +0.5%
PL
916
Perpetual Ltd
Australia
$997K +$997K +41,856 New
AFS
917
Amtrust Financial Services
New York
$993K – – –
FNB
918
Farmers National Bank
Kentucky
$991K +$12K +501 +1%
BFC
919
Blue Fin Capital
Rhode Island
$987K -$96.1K -3,999 -9%
NRS
920
Neville Rodie & Shaw
New York
$983K -$12.3K -510 -1%
LP
921
LMR Partners
United Kingdom
$977K +$977K +40,644 New
WA
922
WFG Advisors
Texas
$976K -$38.1K -1,584 -4%
WA
923
Wheatland Advisors
Pennsylvania
$974K +$50.6K +2,106 +5%
EHWM
924
Eads & Heald Wealth Management
Georgia
$973K -$11.4K -474 -1%
FMTCOCP
925
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$972K +$14.8K +615 +2%
35 36
37
38 39