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Walmart
WMT

Overview Fund Activity

1,509 hedge funds and large institutions have $65B invested in Walmart in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 571 increasing their positions, 665 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
-11
Holders Change %
-0.72%
% of All Funds
37.62%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.75%
New
99
Increased
571
Reduced
665
Closed
96
Calls
$832M
Puts
$1.33B
Net Calls
-$500M
Net Calls Change
+$142M

Top Buyers

1
BlackRock
BlackRock
New York
+$6.23B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$230M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$187M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$161M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$147M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$185M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$121M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$109M
4
PPA
Parametric Portfolio Associates
Washington
-$101M
5
Morgan Stanley
Morgan Stanley
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
1026
B. Riley Wealth Advisors
Florida
$693K +$27.4K +1,140 +4%
TSS
1027
Two Sigma Securities
New York
$693K +$329K +13,707 +91%
LWAC
1028
Laurel Wealth Advisors (California)
California
$688K -$2.67K -111 -0.4%
B
1029
Bellecapital
Switzerland
$686K – – –
BCM
1030
Birmingham Capital Management
Alabama
$685K +$50.5K +2,100 +8%
MPIA
1031
Mountain Pacific Investment Advisers
Idaho
$684K – – –
FFEC
1032
First Financial Equity Corporation
Arizona
$681K +$681K +28,809 New
LGC
1033
Laurel Grove Capital
California
$678K – – –
DE
1034
Day & Ennis
Georgia
$677K +$5.7K +237 +0.8%
WA
1035
WBH Advisory
Maryland
$677K +$25K +1,041 +4%
SMC
1036
Smith, Moore & Co
Missouri
$668K -$165K -6,858 -20%
IHL
1037
Investment House LLC
California
$665K – – –
ZIC
1038
ZWJ Investment Counsel
Georgia
$659K +$373K +15,525 +130%
NSIM
1039
North Star Investment Management
Illinois
$654K +$41.2K +1,713 +7%
WT
1040
Washington Trust
Rhode Island
$653K -$41.1K -1,710 -6%
Fiera Capital (Canada)
1041
Fiera Capital (Canada)
Quebec, Canada
$651K -$2.29M -95,517 -78%
BCM
1042
Bluefin Capital Management
New York
$649K -$880K -36,657 -58%
FPB
1043
First PREMIER Bank
South Dakota
$643K +$82.9K +3,453 +15%
PI
1044
Pettee Investors
Connecticut
$637K – – –
P
1045
Pitcairn
Pennsylvania
$636K -$267K -11,115 -30%
IP
1046
Investment Partners
Ohio
$629K +$53.3K +2,217 +9%
SJL
1047
Shayne & Jacobs LLC
Tennessee
$620K -$18.4K -765 -3%
PCA
1048
Peddock Capital Advisors
Massachusetts
$620K +$75.5K +3,141 +14%
LW
1049
Linscomb Wealth
Texas
$618K -$76.2K -3,171 -11%
WFMPM
1050
Woodley Farra Manion Portfolio Management
Indiana
$614K -$619K -25,773 -50%
40 41
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