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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 %
AMG
1001
Asset Management Group
Connecticut
$754K -$78.1K -3,387 -9%
FP
1002
FDO Partners
Massachusetts
$754K +$754K +32,721 New
CNB
1003
Camden National Bank
Maine
$753K +$753K +32,682 New
ARMT
1004
Amica Retiree Medical Trust
Rhode Island
$752K – – –
WI
1005
Wintrust Investments
Illinois
$742K -$221K -9,582 -23%
CNAM
1006
Campbell Newman Asset Management
Wisconsin
$740K – – –
AI
1007
Atria Investments
North Carolina
$739K -$857K -37,188 -54%
LWM
1008
Lyons Wealth Management
Florida
$735K +$457K +19,809 +164%
GXMC
1009
Global X Management Company
New York
$734K +$331K +14,379 +82%
BCP
1010
Berkeley Capital Partners
Georgia
$733K +$258K +11,193 +54%
SC
1011
Savant Capital
Illinois
$731K +$484 +21 +0.1%
WAM
1012
Weatherly Asset Management
California
$729K +$24.6K +1,068 +3%
RBC
1013
Ronald Blue & Co
Georgia
$727K +$32.8K +1,425 +5%
BWM
1014
BerganKDV Wealth Management
Minnesota
$725K +$475K +20,634 +190%
Lido Advisors
1015
Lido Advisors
California
$723K +$454K +19,698 +169%
SJIM
1016
St. Johns Investment Management
Florida
$720K -$16.9K -732 -2%
FFS
1017
Founders Financial Securities
Maryland
$720K -$6.43K -279 -0.9%
HI
1018
Horizon Investments
North Carolina
$714K -$11.9K -516 -2%
OIA
1019
Optimum Investment Advisors
Illinois
$713K -$20.7K -900 -3%
IIC
1020
Integrated Investment Consultants
Michigan
$709K +$76K +3,300 +12%
GC
1021
Guardian Capital
Ontario, Canada
$708K -$250K -10,827 -26%
NGA
1022
Naples Global Advisors
Florida
$706K +$9.88K +429 +1%
ZCA
1023
Zeke Capital Advisors
Pennsylvania
$705K +$437K +18,981 +163%
IGIM
1024
I.G. Investment Management
Manitoba, Canada
$704K -$5.9M -256,023 -89%
DWT
1025
Dorsey & Whitney Trust
South Dakota
$700K -$37.2K -1,614 -5%
39 40
41
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