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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 %
BSW
926
Buckingham Strategic Wealth
Missouri
$972K +$44.5K +1,851 +5%
Kayne Anderson Rudnick Investment Management
927
Kayne Anderson Rudnick Investment Management
California
$971K -$516K -21,456 -35%
AA
928
ALPS Advisors
Colorado
$966K +$509K +21,183 +111%
AW
929
ACG Wealth
Georgia
$961K +$100K +4,161 +12%
HSA
930
HBK Sorce Advisory
Pennsylvania
$960K -$102K -4,254 -10%
CIA
931
Covington Investment Advisors
Pennsylvania
$960K +$102K +4,245 +12%
MFWM
932
Motley Fool Wealth Management
Virginia
$957K +$475K +19,752 +98%
SFSG
933
Stearns Financial Services Group
North Carolina
$956K +$23.8K +990 +3%
AI
934
Atria Investments
North Carolina
$954K +$183K +7,614 +24%
MPM
935
Meritage Portfolio Management
Kansas
$952K – – –
WS
936
Wedbush Securities
California
$943K -$378K -15,726 -29%
BP
937
Ballentine Partners
Massachusetts
$941K +$56.5K +2,349 +6%
FHC
938
First Heartland Consultants
Missouri
$929K +$23.2K +966 +3%
CCG
939
Chatham Capital Group
Georgia
$928K +$3.6K +150 +0.4%
VIA
940
Virtus Investment Advisers
Connecticut
$927K +$927K +38,598 New
BSWMG
941
Barrington Strategic Wealth Management Group
Illinois
$926K -$22K -915 -2%
RCAMU
942
Rothschild & Co Asset Management US
Connecticut
$922K -$104K -4,341 -10%
WC
943
Whitney & Co
New York
$921K -$114K -4,725 -11%
OAM
944
Oppenheimer Asset Management
New York
$921K +$921K +38,283 New
MCM
945
Manchester Capital Management
Vermont
$920K – – –
BB
946
Busey Bank
Illinois
$906K -$33.8K -1,404 -4%
CCM
947
Crossvault Capital Management
Texas
$888K -$75.7K -3,150 -8%
BCP
948
Blue Chip Partners
Michigan
$888K -$24.2K -1,005 -3%
4IG
949
440 Investment Group
Kansas
$888K +$888K +36,942 New
FNBTCON
950
First National Bank & Trust Co of Newtown
Pennsylvania
$884K -$8.65K -360 -1%
36 37
38
39 40