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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 %
KFS
1051
Kurt F. Somerville
$609K – – –
SFWA
1052
Summit Financial Wealth Advisors
Louisiana
$608K -$81.4K -3,387 -12%
NGA
1053
Naples Global Advisors
Florida
$605K -$131K -5,451 -18%
CL
1054
Choreo LLC
Illinois
$602K -$41K -1,692 -6%
HW
1055
Hancock Whitney
Mississippi
$596K -$4.83M -200,994 -89%
HFBOT
1056
Home Federal Bank of Tennessee
Tennessee
$595K -$21.6K -900 -4%
EB
1057
Eastern Bank
Massachusetts
$594K -$1.95K -81 -0.3%
QI
1058
Quotient Investors
New York
$594K +$594K +24,717 New
GSBTD
1059
Glenview State Bank Trust Department
Illinois
$592K – – –
1GA
1060
1st Global Advisors
Texas
$592K +$69.9K +2,913 +13%
LFA
1061
Landmark Financial Advisors
Kentucky
$588K -$223K -9,294 -28%
MBT
1062
Montecito Bank & Trust
California
$583K +$69.5K +2,895 +14%
GBA
1063
Garrison Bradford & Associates
New York
$572K – – –
CAG
1064
Crestwood Advisors Group
Massachusetts
$572K +$15.1K +600 +3%
SCM
1065
SOL Capital Management
Maryland
$571K -$21.6K -900 -4%
SCM
1066
Schnieders Capital Management
California
$569K -$23.7K -987 -4%
PFP
1067
Pinnacle Financial Partners
Tennessee
$567K -$404K -16,794 -42%
CCB
1068
Cutter & Co Brokerage
Missouri
$567K – – –
TF
1069
Tompkins Financial
New York
$565K -$5.84K -243 -1%
RAM
1070
Redmond Asset Management
Virginia
$565K +$279K +11,592 +97%
CBA
1071
Coastal Bridge Advisors
Connecticut
$564K +$938 +39 +0.2%
SA
1072
SRH Advisors
Kansas
$559K – – –
FFSOTS
1073
Fiduciary Financial Services of The Southwest
Texas
$558K – – –
First Eagle Investment Management
1074
First Eagle Investment Management
New York
$554K – – –
SHCM
1075
Stokes & Hubbell Capital Management
Louisiana
$553K +$46.9K +1,953 +9%
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