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Walmart
WMT

Overview Fund Activity

1,551 hedge funds and large institutions have $68.3B invested in Walmart in 2017 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 600 increasing their positions, 632 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+42
Holders Change %
+2.78%
% of All Funds
38.73%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.77%
New
126
Increased
600
Reduced
632
Closed
69
Calls
$1.12B
Puts
$1.24B
Net Calls
-$123M
Net Calls Change
+$377M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$424M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$187M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$163M
4
Millennium Management
Millennium Management
New York
+$143M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$130M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$309M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$225M
3
BBHC
Brown Brothers Harriman & Co
New York
-$204M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$156M
5
State Street
State Street
Massachusetts
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
976
Lyons Wealth Management
Florida
$951K +$28.1K +1,113 +3%
BS
977
Banco Santander
Spain
$950K +$950K +37,677 New
FHC
978
First Heartland Consultants
Missouri
$949K -$25.9K -1,029 -3%
RCAMU
979
Rothschild & Co Asset Management US
Connecticut
$946K -$22.1K -876 -2%
TI
980
Trexquant Investment
Connecticut
$946K +$946K +37,500 New
MFW
981
Mosaic Family Wealth
Missouri
$945K -$355K -14,067 -27%
LCM
982
Logan Capital Management
Pennsylvania
$945K -$245K -9,720 -21%
BSWMG
983
Barrington Strategic Wealth Management Group
Illinois
$941K -$31.4K -1,245 -3%
WA
984
Wheatland Advisors
Pennsylvania
$940K -$83.1K -3,291 -8%
SC
985
Savant Capital
Illinois
$934K +$51.4K +2,037 +6%
BWM
986
BerganKDV Wealth Management
Minnesota
$930K +$47.7K +1,890 +5%
WSCM
987
Wellington Shields Capital Management
New York
$929K -$140K -5,550 -13%
FNBTCON
988
First National Bank & Trust Co of Newtown
Pennsylvania
$928K – – –
MIM
989
Montgomery Investment Management
Maryland
$924K -$296K -11,715 -24%
NC
990
NewSquare Capital
Pennsylvania
$913K +$46.2K +1,830 +5%
BAS
991
Brown Advisory Securities
Maryland
$911K +$22.4K +888 +3%
RGC
992
Roberts, Glore & Co
Illinois
$907K +$4.16K +165 +0.5%
PP
993
Pegasus Partners
Wisconsin
$906K +$22.3K +882 +3%
NA
994
NewEdge Advisors
Louisiana
$894K +$150K +6,156 +20%
FDCC
995
Foster Dykema Cabot & Co
Massachusetts
$891K – – –
CAPTRUST Financial Advisors
996
CAPTRUST Financial Advisors
North Carolina
$891K +$891K +35,319 New
LIM
997
Leavell Investment Management
Alabama
$888K +$15.1K +600 +2%
TCOV
998
Trust Company of Vermont
Vermont
$887K +$27.1K +1,074 +3%
GAMC
999
Garner Asset Management Corp
Texas
$887K +$887K +35,142 New
SYBT
1000
Stock Yards Bank & Trust
Kentucky
$885K +$19.3K +765 +2%
38 39
40
41 42