WMT icon

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 %
ST
1026
Spinnaker Trust
Maine
$706K +$29.2K +1,200 +4%
NFG
1027
Nations Financial Group
Iowa
$705K +$8.55K +351 +1%
LNC
1028
Lincoln National Corp
Pennsylvania
$702K +$76.5K +3,144 +12%
QSS
1029
Quantitative Systematic Strategies
Florida
$698K +$698K +28,884 New
WA
1030
WESPAC Advisors
California
$696K +$102K +4,200 +17%
TCOV
1031
Trust Company of Vermont
Vermont
$692K -$5.84K -240 -0.8%
SJIC
1032
St. James Investment Company
Texas
$683K +$113K +4,650 +20%
LW
1033
Linscomb Wealth
Texas
$679K +$85.5K +3,510 +14%
Verition Fund Management
1034
Verition Fund Management
Connecticut
$678K +$678K +27,849 New
WT
1035
Washington Trust
Rhode Island
$675K -$7.3K -300 -1%
IHL
1036
Investment House LLC
California
$674K – – –
CB
1037
Cooke & Bieler
Pennsylvania
$673K – – –
MMPW
1038
Mitchell McLeod Pugh & Williams
Alabama
$672K – – –
IIC
1039
Integrated Investment Consultants
Michigan
$669K -$1.21M -49,590 -64%
HFBOT
1040
Home Federal Bank of Tennessee
Tennessee
$669K – – –
AUB
1041
Atlantic Union Bankshares
Virginia
$668K -$9.85K -405 -1%
EWA
1042
Exencial Wealth Advisors
Oklahoma
$667K -$95.4K -3,918 -13%
DE
1043
Day & Ennis
Georgia
$665K -$1.32K -54 -0.2%
BCP
1044
Berkeley Capital Partners
Georgia
$665K +$109K +4,473 +20%
LWAC
1045
Laurel Wealth Advisors (California)
California
$658K +$90.2K +3,705 +16%
EIA
1046
Edgemoor Investment Advisors
Maryland
$654K – – –
DAS
1047
Dynamic Advisor Solutions
Arizona
$651K -$4.67K -192 -0.7%
QI
1048
Quotient Investors
New York
$650K -$49.4K -2,028 -7%
BCM
1049
Birmingham Capital Management
Alabama
$650K +$11K +450 +2%
PI
1050
Pettee Investors
Connecticut
$649K -$65K -2,670 -9%
40 41
42
43 44