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Walmart
WMT

Overview Fund Activity

1,556 hedge funds and large institutions have $70.8B invested in Walmart in 2017 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 619 increasing their positions, 631 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
+5
Holders Change %
+0.32%
% of All Funds
38.85%
Holding in Top 10
62
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.68%
% of All Funds
1.55%
New
103
Increased
619
Reduced
631
Closed
85
Calls
$1.13B
Puts
$1.45B
Net Calls
-$323M
Net Calls Change
-$200M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$575M
2
Morgan Stanley
Morgan Stanley
New York
+$365M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$336M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$279M
5
Capital World Investors
Capital World Investors
California
+$256M

Top Sellers

1
State Street
State Street
Massachusetts
-$319M
2
BBHC
Brown Brothers Harriman & Co
New York
-$179M
3
Millennium Management
Millennium Management
New York
-$166M
4
American Century Companies
American Century Companies
Missouri
-$139M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
TBNY
1001
Trustco Bank (New York)
New York
$868K -$11.7K -450 -1%
SG Americas Securities
1002
SG Americas Securities
New York
$864K -$10M -383,946 -92%
CIC
1003
Carnegie Investment Counsel
Ohio
$862K +$7.18K +243 +0.8%
LCM
1004
Laurion Capital Management
New York
$860K -$10.3M -394,800 -92%
SCM
1005
Schnieders Capital Management
California
$860K +$9.61K +369 +1%
PP
1006
Patten & Patten
Tennessee
$860K +$24.1K +927 +3%
CL
1007
Choreo LLC
Illinois
$859K +$151K +5,814 +21%
LSA
1008
L & S Advisors
California
$855K -$2.75M -105,597 -76%
PCA
1009
Peddock Capital Advisors
Massachusetts
$855K +$57.6K +2,211 +7%
CCWA
1010
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$853K +$36.1K +1,386 +4%
FPB
1011
First PREMIER Bank
South Dakota
$852K +$101K +3,861 +13%
ARMT
1012
Amica Retiree Medical Trust
Rhode Island
$850K – – –
BWM
1013
Baystate Wealth Management
Massachusetts
$849K +$4.67K +174 +0.6%
SLF
1014
Sun Life Financial
Ontario, Canada
$841K +$1.41K +54 +0.2%
MSAM
1015
Moloney Securities Asset Management
Missouri
$837K +$311K +11,952 +59%
WCM
1016
Windward Capital Management
California
$835K +$835K +32,061 New
CFA
1017
Carroll Financial Associates
North Carolina
$826K +$16.2K +612 +2%
LWM
1018
Lenox Wealth Management
Ohio
$826K +$65.8K +2,526 +9%
CAG
1019
Csenge Advisory Group
Florida
$825K +$825K +31,680 New
AW
1020
Alpha Windward
Massachusetts
$824K -$10.7K -411 -1%
NAMA
1021
Nikko Asset Management Americas
New York
$824K – – –
DA
1022
Dillon & Associates
Michigan
$821K -$46.8K -1,800 -5%
Kayne Anderson Rudnick Investment Management
1023
Kayne Anderson Rudnick Investment Management
California
$821K – – –
LWM
1024
Lyons Wealth Management
Florida
$821K +$105K +5,550 +15%
HWA
1025
HCR Wealth Advisors
California
$817K -$451K -17,370 -36%
39 40
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