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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 %
DA
976
Dillon & Associates
Michigan
$825K -$57.6K -2,400 -7%
ST
977
Smithfield Trust
Pennsylvania
$825K -$40.6K -1,689 -5%
NC
978
NewSquare Capital
Pennsylvania
$825K +$134K +5,577 +19%
ACM
979
Americafirst Capital Management
California
$823K +$730K +30,399 +786%
N
980
Natixis
France
$820K -$8.02M -333,720 -91%
TCOV
981
Trust Company of Vermont
Vermont
$819K -$74.5K -3,105 -8%
CFG
982
Citizens Financial Group
Rhode Island
$819K -$47.2K -1,965 -5%
CWM
983
Concert Wealth Management
California
$814K -$472K -20,454 -37%
WI
984
Wintrust Investments
Illinois
$814K +$40K +1,665 +5%
S
985
SignatureFD
Georgia
$811K +$163K +6,786 +25%
TBNY
986
Trustco Bank (New York)
New York
$808K -$108K -4,500 -12%
ADL
987
Asset Dedication LLC
California
$792K -$18.8K -792 -2%
ARMT
988
Amica Retiree Medical Trust
Rhode Island
$784K – – –
NFG
989
Nations Financial Group
Iowa
$781K +$107K +4,473 +16%
FBT
990
First Bankers Trust
Kentucky
$777K -$248K -10,332 -24%
RBC
991
Ronald Blue & Co
Georgia
$775K +$15.9K +663 +2%
CNAM
992
Campbell Newman Asset Management
Wisconsin
$772K – – –
BWM
993
Baystate Wealth Management
Massachusetts
$765K +$168K +6,843 +28%
NAMA
994
Nikko Asset Management Americas
New York
$760K +$130K +5,400 +21%
TSWM
995
Triangle Securities Wealth Management
North Carolina
$757K +$33.9K +1,410 +5%
WPP
996
Whalerock Point Partners
Rhode Island
$741K -$86.6K -3,600 -10%
CIC
997
Carnegie Investment Counsel
Ohio
$739K +$5.06K +198 +0.7%
AMG
998
Asset Management Group
Connecticut
$738K -$47.5K -1,977 -6%
CCWA
999
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$738K +$738K +30,720 New
CFA
1000
Carroll Financial Associates
North Carolina
$736K +$8.79K +366 +1%
38 39
40
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