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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 %
SBWM
976
Sunflower Bank Wealth Management
Arizona
$832K – – –
TTWM
977
TCV Trust & Wealth Management
Virginia
$831K +$102K +4,443 +14%
CFG
978
Citizens Financial Group
Rhode Island
$830K -$130K -5,634 -14%
ST
979
Smithfield Trust
Pennsylvania
$830K -$12.2K -531 -1%
AW
980
ACG Wealth
Georgia
$826K -$143K -6,216 -15%
FPCM
981
Financial Partners Capital Management
New York
$824K +$88.1K +3,825 +12%
CIA
982
Covington Investment Advisors
Pennsylvania
$823K -$39.1K -1,695 -5%
BHB
983
Bank Hapoalim BM
Israel
$821K -$122K -5,310 -13%
FNBT
984
FineMark National Bank & Trust
Florida
$815K +$35.4K +1,536 +5%
FDCC
985
Foster Dykema Cabot & Co
Massachusetts
$814K – – –
BIG
986
Bellwether Investment Group
Tennessee
$813K +$813K +35,280 New
LIM
987
Leavell Investment Management
Alabama
$810K -$24.1K -1,047 -3%
ABP
988
Arthur B. Page
$803K -$43.2K -1,875 -5%
AW
989
Alpha Windward
Massachusetts
$803K +$53.8K +2,334 +7%
PP
990
Pegasus Partners
Wisconsin
$803K +$803K +34,860 New
EFSCE
991
Enterprise Financial Services Corp (EFSC)
Missouri
$800K -$33.7K -1,464 -4%
SMC
992
Smith, Moore & Co
Missouri
$798K +$5.46K +237 +0.7%
WPP
993
Whalerock Point Partners
Rhode Island
$792K -$40.5K -1,761 -5%
QCMC
994
Quantum Capital Management (California)
California
$791K – – –
BTNA
995
Bremer Trust National Association
Minnesota
$780K -$158K -6,876 -17%
ADL
996
Asset Dedication LLC
California
$779K +$258K +11,304 +49%
LFA
997
Landmark Financial Advisors
Kentucky
$778K -$20.7K -897 -3%
VF
998
Virtu Financial
New York
$770K +$770K +33,402 New
VWA
999
V Wealth Advisors
Kansas
$768K +$10K +435 +1%
MPAM
1000
Murphy Pohlad Asset Management
Minnesota
$761K – – –
38 39
40
41 42