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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 %
AWA
951
ARS Wealth Advisors
Florida
$1M +$202K +7,755 +25%
BCP
952
Blue Chip Partners
Michigan
$998K +$5.86K +225 +0.6%
PM
953
Parametrica Management
Hong Kong
$997K +$385K +14,796 +63%
CCG
954
Chatham Capital Group
Georgia
$987K -$11.7K -450 -1%
BJL
955
Brighton Jones LLC
Washington
$987K +$564K +21,675 +134%
CWP
956
Capital Wealth Planning
Florida
$985K -$15.8M -604,974 -94%
Jones Financial Companies
957
Jones Financial Companies
Missouri
$982K -$35.1K -1,347 -3%
LNC
958
Lincoln National Corp
Pennsylvania
$981K +$88.3K +3,390 +10%
PP
959
Pegasus Partners
Wisconsin
$977K +$41.8K +1,605 +4%
S
960
SignatureFD
Georgia
$975K +$72.1K +2,766 +8%
LCM
961
Logan Capital Management
Pennsylvania
$972K -$3.52K -135 -0.4%
MFWM
962
Motley Fool Wealth Management
Virginia
$971K -$67.5K -2,592 -7%
FHC
963
First Heartland Consultants
Missouri
$971K -$8.98K -345 -0.9%
WA
964
Wheatland Advisors
Pennsylvania
$970K +$78 +3 +0%
FNBTCON
965
First National Bank & Trust Co of Newtown
Pennsylvania
$959K – – –
NC
966
NewSquare Capital
Pennsylvania
$958K +$15.9K +612 +2%
WC
967
Whitney & Co
New York
$955K – – –
QI
968
Quotient Investors
New York
$955K +$133K +5,100 +16%
GAMC
969
Garner Asset Management Corp
Texas
$952K +$36.3K +1,395 +4%
WA
970
WBH Advisory
Maryland
$950K +$161K +6,177 +20%
DWT
971
Dorsey & Whitney Trust
South Dakota
$947K -$303K -11,646 -24%
BSWMG
972
Barrington Strategic Wealth Management Group
Illinois
$940K -$32K -1,230 -3%
Capstone Investment Advisors
973
Capstone Investment Advisors
New York
$931K -$7.69M -295,644 -89%
HSA
974
HBK Sorce Advisory
Pennsylvania
$928K +$17K +654 +2%
LRPA
975
L. Roy Papp & Associates
Arizona
$927K -$164K -6,282 -15%
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