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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 %
ZB
1101
Zions Bancorporation
Utah
$630K +$112K +4,302 +22%
AUB
1102
Atlantic Union Bankshares
Virginia
$626K -$18.3K -705 -3%
LCM
1103
Liberty Capital Management
Michigan
$620K +$568K +19,482 +1,082%
MPIA
1104
Mountain Pacific Investment Advisers
Idaho
$615K -$117K -4,500 -16%
DE
1105
Day & Ennis
Georgia
$613K -$105K -4,041 -15%
BTNA
1106
Bremer Trust National Association
Minnesota
$612K -$20.2K -777 -3%
FFSOTS
1107
Fiduciary Financial Services of The Southwest
Texas
$609K +$3.91K +150 +0.6%
CBA
1108
Coastal Bridge Advisors
Connecticut
$607K -$5.78K -222 -0.9%
TF
1109
Tompkins Financial
New York
$607K – – –
OC
1110
Oakworth Capital
Alabama
$607K +$93.8K +3,606 +18%
SA
1111
SRH Advisors
Kansas
$606K – – –
BFS
1112
Bradley Foster & Sargent
Connecticut
$606K +$4.69K +180 +0.8%
BFIM
1113
Beese Fulmer Investment Management
Ohio
$604K +$19.5K +750 +3%
SSW
1114
Smith Shellnut Wilson
Mississippi
$604K +$133K +5,088 +28%
First Eagle Investment Management
1115
First Eagle Investment Management
New York
$601K – – –
WJA
1116
Williams Jones & Associates
New York
$599K -$1.62M -62,100 -73%
EIA
1117
Edgemoor Investment Advisors
Maryland
$598K – – –
MMG
1118
Monetary Management Group
Missouri
$598K +$107K +4,125 +22%
JSL
1119
JT Stratford LLC
Georgia
$592K +$31.1K +1,194 +6%
EWA
1120
Exencial Wealth Advisors
Oklahoma
$583K -$10.9K -420 -2%
SCCM
1121
Schafer Cullen Capital Management
New York
$583K +$233K +8,940 +67%
NIM
1122
Northeast Investment Management
Massachusetts
$580K -$6.95K -267 -1%
RA
1123
RFG Advisory
Alabama
$580K +$102K +3,822 +21%
BIC
1124
Bridges Investment Counsel
Nebraska
$579K -$716K -27,483 -55%
PTB
1125
Pioneer Trust Bank
Oregon
$579K +$211K +8,100 +57%
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