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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 %
RCAMU
926
Rothschild & Co Asset Management US
Connecticut
$984K +$167K +7,254 +20%
FBT
927
First Bankers Trust
Kentucky
$983K +$27.2K +1,182 +3%
AIM
928
Aspen Investment Management
Michigan
$974K -$6.91K -300 -0.7%
WA
929
WFG Advisors
Texas
$972K -$1.43M -62,025 -60%
CNBT
930
Canandaigua National Bank & Trust
New York
$966K +$58.7K +2,550 +6%
Verition Fund Management
931
Verition Fund Management
Connecticut
$964K -$1.46M -63,270 -60%
NRS
932
Neville Rodie & Shaw
New York
$954K – – –
AFS
933
Amtrust Financial Services
New York
$952K +$952K +41,322 New
FAG
934
Financial Advisory Group
Texas
$951K +$346 +15 +0%
EGA
935
Eagle Global Advisors
Texas
$945K – – –
SNBOSCI
936
Security National Bank of Sioux City Iowa
Iowa
$944K -$3.18K -138 -0.3%
EHWM
937
Eads & Heald Wealth Management
Georgia
$944K +$1.87K +81 +0.2%
FNB
938
Farmers National Bank
Kentucky
$938K -$11.5K -501 -1%
SAM
939
Sequent Asset Management
Texas
$932K – – –
PFP
940
Pinnacle Financial Partners
Tennessee
$930K -$593K -25,743 -39%
CCM
941
Crossvault Capital Management
Texas
$924K +$31.1K +1,350 +3%
FMTCOCP
942
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$918K +$918K +39,846 New
MPM
943
Meritage Portfolio Management
Kansas
$913K +$1.94K +84 +0.2%
BSWMG
944
Barrington Strategic Wealth Management Group
Illinois
$909K -$2.07K -90 -0.2%
AIM
945
Advantage Investment Management
Iowa
$906K +$152K +6,603 +20%
CT
946
Cambridge Trust
Massachusetts
$902K +$56.4K +2,445 +7%
BB
947
Busey Bank
Illinois
$901K -$13.8K -600 -2%
SFSG
948
Stearns Financial Services Group
North Carolina
$894K -$8.85K -384 -1%
BSW
949
Buckingham Strategic Wealth
Missouri
$890K +$18.3K +795 +2%
LCM
950
Logan Capital Management
Pennsylvania
$888K +$484K +21,000 +120%
36 37
38
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