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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 %
SS
1101
Simplicity Solutions
Minnesota
$496K +$50.4K +2,097 +11%
CC
1102
Cannell & Co
New York
$494K – – –
BFIM
1103
Beese Fulmer Investment Management
Ohio
$489K -$2.24K -93 -0.5%
Koshinski Asset Management
1104
Koshinski Asset Management
Illinois
$485K +$23.7K +984 +5%
EBSAM
1105
Eubel Brady & Suttman Asset Management
Ohio
$481K -$13.3K -552 -3%
RMAM
1106
Raab & Moskowitz Asset Management
New Jersey
$478K -$31.8K -1,323 -6%
IB
1107
Intrust Bank
Kansas
$476K -$2.6K -108 -0.5%
SKK
1108
Shepherd Kaplan Krochuk
Massachusetts
$476K – – –
MLIC
1109
Mandatum Life Insurance Company
Finland
$475K – – –
SCM
1110
Sterneck Capital Management
Missouri
$475K +$1.59K +66 +0.3%
SICM
1111
Sustainable Insight Capital Management
New York
$469K +$469K +19,500 New
BFO
1112
Boston Family Office
Massachusetts
$464K – – –
EDRIA
1113
Edmonds Duncan Registered Investment Advisors
Kansas
$463K – – –
PP
1114
Patten & Patten
Tennessee
$462K +$14.4K +600 +3%
B
1115
Bailard
California
$461K -$6.78K -282 -1%
MMG
1116
Monetary Management Group
Missouri
$461K +$36K +1,500 +8%
BCM
1117
Brookstone Capital Management
Illinois
$455K -$21.3K -888 -4%
KJHP
1118
K.J. Harrison & Partners
Ontario, Canada
$454K -$129K -5,388 -22%
BFPW
1119
BOK Financial Private Wealth
Colorado
$453K -$231K -9,630 -34%
ACM
1120
Advisors Capital Management
New Jersey
$450K -$9.98M -415,221 -96%
WF
1121
WealthTrust Fairport
Ohio
$449K -$6.2K -258 -1%
CTI
1122
Community Trust & Investment
Kentucky
$449K +$52.3K +2,175 +13%
NCM
1123
Narwhal Capital Management
Georgia
$447K -$873K -36,315 -66%
FWP
1124
FAS Wealth Partners
Kansas
$447K -$56.5K -2,352 -11%
EA
1125
Edge Advisors
Georgia
$447K -$16.3K -681 -4%
43 44
45
46 47