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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 %
JWA
1026
JFS Wealth Advisors
Pennsylvania
$817K -$11.3K -435 -1%
SFWA
1027
Summit Financial Wealth Advisors
Louisiana
$816K +$94.1K +3,612 +13%
KAS
1028
Kemnay Advisory Services
New York
$815K -$19.2K -735 -2%
NRS
1029
Neville Rodie & Shaw
New York
$810K -$9.77K -375 -1%
MLIC
1030
Mandatum Life Insurance Company
Finland
$809K +$294K +11,304 +57%
WS
1031
Wedbush Securities
California
$804K -$313K -12,033 -28%
WPP
1032
Whalerock Point Partners
Rhode Island
$803K – – –
TSWM
1033
Triangle Securities Wealth Management
North Carolina
$800K -$20.6K -792 -3%
CI
1034
CAZ Investments
Texas
$797K -$520K -19,980 -40%
RGNCM
1035
R.G. Niederhoffer Capital Management
New York
$797K +$422K +16,200 +113%
BIM
1036
Bridgecreek Investment Management
Oklahoma
$795K – – –
FFS
1037
Founders Financial Securities
Maryland
$790K +$34.9K +1,338 +5%
TTWM
1038
TCV Trust & Wealth Management
Virginia
$785K -$11.7K -450 -1%
WP
1039
WMS Partners
Maryland
$783K – – –
I2I
1040
Insight 2811 Inc
Illinois
$782K -$31.3K -1,200 -4%
TFCP
1041
Twin Focus Capital Partners
Massachusetts
$781K – – –
QAM
1042
Quantres Asset Management
Cayman Islands
$781K +$351K +13,500 +82%
VFA
1043
Valeo Financial Advisors
Indiana
$781K +$781K +29,976 New
RAM
1044
Redmond Asset Management
Virginia
$779K -$16.8K -645 -2%
SJIM
1045
St. Johns Investment Management
Florida
$771K -$17.7K -678 -2%
AMG
1046
Asset Management Group
Connecticut
$767K -$24.4K -936 -3%
IH
1047
IFC Holdings
Florida
$766K +$124K +4,734 +19%
MCM
1048
Maryland Capital Management
Maryland
$765K -$7.11K -273 -0.9%
SAM
1049
Summit Asset Management
Tennessee
$764K – – –
SMFG
1050
Sumitomo Mitsui Financial Group
Japan
$761K -$69.9K -2,682 -8%
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