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Walmart
WMT

Overview Fund Activity

1,492 hedge funds and large institutions have $66.7B invested in Walmart in 2016 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 570 increasing their positions, 638 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
+21
Holders Change %
+1.43%
% of All Funds
39.87%
Holding in Top 10
82
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.49%
% of All Funds
2.19%
New
102
Increased
570
Reduced
638
Closed
66
Calls
$1.28B
Puts
$1.36B
Net Calls
-$75.1M
Net Calls Change
-$212M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$345M
2
Deutsche Bank
Deutsche Bank
Germany
+$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$167M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$141M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.92B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.1B
3
NEAM
New England Asset Management
Connecticut
-$475M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$284M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAMU
1001
AEGON Asset Management (UK)
United Kingdom
$780K +$780K +32,040 New
FPCM
1002
Financial Partners Capital Management
New York
$778K – – –
RBC
1003
Ronald Blue & Co
Georgia
$777K -$73K -3,000 -9%
WAM
1004
Weatherly Asset Management
California
$775K -$23.3K -957 -3%
DWT
1005
Dorsey & Whitney Trust
South Dakota
$774K +$182K +7,479 +31%
FFA
1006
Fragasso Financial Advisors
Pennsylvania
$772K +$23.1K +951 +3%
AW
1007
Alpha Windward
Massachusetts
$772K +$448K +18,399 +138%
SJIM
1008
St. Johns Investment Management
Florida
$767K -$48.2K -1,980 -6%
TSWM
1009
Triangle Securities Wealth Management
North Carolina
$764K -$116K -4,755 -13%
PFP
1010
Pinnacle Financial Partners
Tennessee
$764K +$188K +7,656 +33%
TTWM
1011
TCV Trust & Wealth Management
Virginia
$762K -$86.5K -3,555 -10%
KCP
1012
KDI Capital Partners
North Carolina
$759K +$759K +31,200 New
SPC
1013
Stewart & Patten Company
California
$751K -$3.68M -151,044 -83%
MCM
1014
Maryland Capital Management
Maryland
$745K +$4.75K +195 +0.6%
VWM
1015
Venturi Wealth Management
Texas
$738K -$32.4K -1,332 -4%
NGA
1016
Naples Global Advisors
Florida
$735K -$13.3K -546 -2%
TCOT
1017
Trust Company of Toledo
Ohio
$733K – – –
TFCP
1018
Twin Focus Capital Partners
Massachusetts
$731K +$731K +30,024 New
FNBOMD
1019
First National Bank of Mount Dora
Florida
$730K – – –
LGC
1020
Laurel Grove Capital
California
$723K -$21.9K -900 -3%
PAIA
1021
Park Avenue Institutional Advisers
New York
$722K +$657 +27 +0.1%
AT
1022
Acadia Trust
Maine
$722K +$7.96K +327 +1%
LJAC
1023
L.J. Altfest & Co
New York
$718K -$1.14M -47,028 -61%
AIM
1024
Advantage Investment Management
Iowa
$715K +$23.8K +978 +3%
WBG
1025
Wharton Business Group
Pennsylvania
$706K -$52.6K -2,160 -7%
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