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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 %
BFC
1001
Blue Fin Capital
Rhode Island
$882K -$154K -6,120 -15%
HSA
1002
HBK Sorce Advisory
Pennsylvania
$882K -$126K -4,980 -12%
VIA
1003
Virtus Investment Advisers
Connecticut
$881K -$92.2K -3,657 -9%
FBT
1004
First Bankers Trust
Kentucky
$880K +$64.1K +2,541 +8%
ZIC
1005
ZWJ Investment Counsel
Georgia
$880K +$188K +7,434 +27%
FM
1006
Forward Management
California
$874K -$757 -30 -0.1%
S
1007
SignatureFD
Georgia
$874K +$22.3K +885 +3%
ST
1008
Smithfield Trust
Pennsylvania
$866K – – –
WI
1009
Wintrust Investments
Illinois
$866K +$12.3K +486 +1%
SC
1010
SouthState Corp
Florida
$864K -$12.6K -498 -1%
LNC
1011
Lincoln National Corp
Pennsylvania
$864K +$96.1K +3,810 +13%
SSG
1012
Summit Securities Group
New York
$863K +$477K +18,900 +124%
TG
1013
TCW Group
California
$855K -$2.25M -89,337 -72%
TBNY
1014
Trustco Bank (New York)
New York
$852K +$4.16K +165 +0.5%
SHCM
1015
Stokes & Hubbell Capital Management
Louisiana
$852K +$271K +10,764 +47%
MCM
1016
Manchester Capital Management
Vermont
$851K -$115K -4,560 -12%
CFG
1017
Citizens Financial Group
Rhode Island
$851K -$8.71K -345 -1%
WAM
1018
Weatherly Asset Management
California
$847K +$109K +4,305 +15%
DA
1019
Dillon & Associates
Michigan
$846K -$24.7K -975 -3%
BB
1020
Busey Bank
Illinois
$845K -$106K -4,215 -11%
FPCM
1021
Financial Partners Capital Management
New York
$842K -$37.8K -1,500 -4%
NSIM
1022
North Star Investment Management
Illinois
$834K +$147K +5,826 +21%
SCM
1023
Schnieders Capital Management
California
$824K +$227K +9,000 +38%
ARMT
1024
Amica Retiree Medical Trust
Rhode Island
$823K – – –
SLF
1025
Sun Life Financial
Ontario, Canada
$813K +$809K +32,049 +18,419%
39 40
41
42 43