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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 %
IP
1051
Investment Partners
Ohio
$648K -$464K -19,068 -42%
SJL
1052
Shayne & Jacobs LLC
Tennessee
$647K – – –
EFS
1053
Essex Financial Services
Connecticut
$645K -$71.2K -2,925 -10%
WCM
1054
Windsor Capital Management
Arizona
$645K +$125K +5,148 +24%
CAG
1055
Crestwood Advisors Group
Massachusetts
$641K +$43.4K +1,785 +7%
NC
1056
NewSquare Capital
Pennsylvania
$637K +$630K +25,887 +8,629%
EB
1057
Eastern Bank
Massachusetts
$629K – – –
1GA
1058
1st Global Advisors
Texas
$626K +$7.81K +321 +1%
WP
1059
WealthPLAN Partners
Nebraska
$625K +$625K +47,469 New
AAC
1060
Asset Advisors Corp
Georgia
$624K – – –
KFS
1061
Kurt F. Somerville
$621K -$331K -13,590 -35%
EDRS
1062
Edmond de Rothschild (Suisse)
Switzerland
$618K +$5.11K +210 +0.8%
BRWA
1063
B. Riley Wealth Advisors
Florida
$615K -$111K -4,551 -15%
WP
1064
WMS Partners
Maryland
$613K -$33.8K -1,389 -5%
Members Trust
1065
Members Trust
Florida
$613K +$613K +25,185 New
SKK
1066
Shepherd Kaplan Krochuk
Massachusetts
$609K +$5.99K +246 +1%
FPB
1067
First PREMIER Bank
South Dakota
$609K +$87.6K +3,600 +17%
FA
1068
Fagan Associates
New York
$603K +$603K +24,780 New
ESBC
1069
E.S. Barr & Co
Kentucky
$602K -$294K -12,075 -33%
CL
1070
Choreo LLC
Illinois
$602K +$119K +4,902 +25%
GSBTD
1071
Glenview State Bank Trust Department
Illinois
$599K +$83.9K +3,450 +16%
CCB
1072
Cutter & Co Brokerage
Missouri
$593K +$730 +30 +0.1%
FSA
1073
Financial Sense Advisors
California
$592K -$21.5K -882 -4%
GBA
1074
Garrison Bradford & Associates
New York
$587K – – –
WA
1075
WBH Advisory
Maryland
$587K +$9.4K +387 +2%
41 42
43
44 45