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Walmart

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
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
1026
Essex Financial Services
Connecticut
$699K +$80.6K +3,498 +13%
CFA
1027
Carroll Financial Associates
North Carolina
$697K -$80.1K -3,477 -10%
FM
1028
Forward Management
California
$695K +$26.6K +1,155 +4%
TSWM
1029
Triangle Securities Wealth Management
North Carolina
$694K -$14.9K -645 -2%
TFCP
1030
Twin Focus Capital Partners
Massachusetts
$692K
SAM
1031
Summit Asset Management
Tennessee
$684K -$124K -5,373 -15%
MCM
1032
Maryland Capital Management
Maryland
$683K -$23.5K -1,020 -3%
AWA
1033
ARS Wealth Advisors
Florida
$683K +$439K +19,029 +179%
TCOT
1034
Trust Company of Toledo
Ohio
$682K -$11.4K -495 -2%
MMPW
1035
Mitchell McLeod Pugh & Williams
Alabama
$682K +$8.99K +390 +1%
ECM
1036
Exchange Capital Management
Michigan
$679K -$172K -7,464 -20%
AMCA
1037
Arthur M. Cohen & Associates
Illinois
$674K +$674K +29,250 New
QSS
1038
Quantitative Systematic Strategies
Florida
$671K -$1.67M -72,423 -71%
Wealth Enhancement Advisory Services
1039
Wealth Enhancement Advisory Services
Minnesota
$668K +$47.2K +2,046 +8%
LW
1040
Linscomb Wealth
Texas
$665K -$4.84K -210 -0.7%
WT
1041
Washington Trust
Rhode Island
$665K +$32.8K +1,425 +5%
LJAC
1042
L.J. Altfest & Co
New York
$664K -$898 -39 -0.1%
LNC
1043
Lincoln National Corp
Pennsylvania
$664K +$36.2K +1,572 +6%
SPIA
1044
Steward Partners Investment Advisory
New York
$664K +$664K +28,836 New
NC
1045
NewSquare Capital
Pennsylvania
$663K +$29.2K +1,266 +5%
LPIC
1046
LeJeune Puetz Investment Counsel
Michigan
$663K +$663K +28,785 New
LWAC
1047
Laurel Wealth Advisors (California)
California
$662K -$60.6K -2,631 -8%
CIC
1048
Carnegie Investment Counsel
Ohio
$662K +$218K +9,438 +49%
SFWA
1049
Summit Financial Wealth Advisors
Louisiana
$661K +$18.9K +822 +3%
B
1050
Bellecapital
Switzerland
$658K +$10.4K +453 +2%