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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 %
ZCA
951
Zeke Capital Advisors
Pennsylvania
$880K +$145K +6,021 +20%
LWM
952
Lyons Wealth Management
Florida
$877K +$112K +4,683 +15%
I2I
953
Insight 2811 Inc
Illinois
$876K – – –
OIA
954
Optimum Investment Advisors
Illinois
$873K +$130K +5,400 +17%
HHC
955
Hutchin Hill Capital
New York
$872K +$872K +36,300 New
SBWM
956
Sunflower Bank Wealth Management
Arizona
$868K – – –
AWM
957
AE Wealth Management
Kansas
$868K +$207K +8,619 +31%
JWA
958
JFS Wealth Advisors
Pennsylvania
$864K – – –
RGC
959
Roberts, Glore & Co
Illinois
$860K -$60.6K -2,520 -7%
TTWM
960
TCV Trust & Wealth Management
Virginia
$857K -$9.08K -378 -1%
FDCC
961
Foster Dykema Cabot & Co
Massachusetts
$849K – – –
AW
962
Alpha Windward
Massachusetts
$849K +$12.2K +507 +1%
CC
963
Colrain Capital
Massachusetts
$847K -$555K -23,100 -40%
BAS
964
Brown Advisory Securities
Maryland
$847K +$204K +8,472 +32%
PP
965
Pegasus Partners
Wisconsin
$841K +$3.75K +156 +0.4%
SC
966
Savant Capital
Illinois
$841K +$77.8K +3,237 +10%
BWM
967
BerganKDV Wealth Management
Minnesota
$840K +$83.8K +3,489 +11%
FPCM
968
Financial Partners Capital Management
New York
$838K -$21.6K -900 -3%
ABP
969
Arthur B. Page
$836K -$1.8K -75 -0.2%
SC
970
SouthState Corp
Florida
$835K -$68.5K -2,850 -8%
FM
971
Forward Management
California
$833K +$108K +4,488 +15%
SAM
972
Symphony Asset Management
California
$832K -$930K -38,700 -53%
LIM
973
Leavell Investment Management
Alabama
$831K -$13K -543 -2%
ICM
974
IronBridge Capital Management
Illinois
$827K +$827K +34,440 New
SYBT
975
Stock Yards Bank & Trust
Kentucky
$825K -$68.6K -2,853 -8%
37 38
39
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