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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 %
P
926
Pitcairn
Pennsylvania
$1.1M +$48.5K +1,860 +5%
AW
927
ACG Wealth
Georgia
$1.1M +$11.2K +429 +1%
AIM
928
Aspen Investment Management
Michigan
$1.1M – – –
SFSG
929
Stearns Financial Services Group
North Carolina
$1.09M -$21.1K -810 -2%
CNBT
930
Canandaigua National Bank & Trust
New York
$1.09M -$17K -654 -2%
CPA
931
Capital Planning Advisors
California
$1.08M -$186K -7,125 -15%
CT
932
Cambridge Trust
Massachusetts
$1.08M -$19.9K -765 -2%
CRC
933
Curi RMB Capital
Illinois
$1.07M +$18.4K +705 +2%
EGA
934
Eagle Global Advisors
Texas
$1.07M -$199K -7,641 -16%
GFPC
935
Global Financial Private Capital
Florida
$1.07M +$1.07M +40,953 New
MFW
936
Mosaic Family Wealth
Missouri
$1.06M +$87.7K +3,366 +9%
PL
937
Plancorp LLC
Missouri
$1.06M -$93.7K -3,600 -8%
CAPTRUST Financial Advisors
938
CAPTRUST Financial Advisors
North Carolina
$1.06M -$128K -3,810 -11%
HWP
939
Hefty Wealth Partners
Indiana
$1.06M -$147K -5,652 -12%
FCFC
940
First Commonwealth Financial Corp
Pennsylvania
$1.04M -$3.44K -132 -0.3%
ATC
941
Argent Trust Co
Tennessee
$1.04M -$29.1K -1,116 -3%
MPM
942
Meritage Portfolio Management
Kansas
$1.03M – – –
BFM
943
Boston Financial Management
Massachusetts
$1.03M -$7.03K -270 -0.7%
PFBT
944
Parkside Financial Bank & Trust
Missouri
$1.03M -$49.2K -1,890 -5%
CIA
945
Covington Investment Advisors
Pennsylvania
$1.02M -$66.3K -2,547 -6%
RCA
946
Rowland Carmichael Advisors
Arizona
$1.02M -$4.3K -165 -0.4%
SWK
947
Stephen W. Kidder
$1.02M -$62.5K -2,400 -6%
SBWM
948
Sunflower Bank Wealth Management
Arizona
$1.02M -$10.2K -390 -1%
EHWM
949
Eads & Heald Wealth Management
Georgia
$1.02M +$4.06K +156 +0.4%
TRCT
950
Tower Research Capital (TRC)
New York
$1.01M +$255K +9,804 +34%
36 37
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