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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 %
PFGIA
1126
Patriot Financial Group Insurance Agency
Massachusetts
$577K +$101K +3,747 +21%
SCM
1127
SOL Capital Management
Maryland
$574K -$15.6K -600 -3%
AAC
1128
Asset Advisors Corp
Georgia
$574K – – –
Fiera Capital (Canada)
1129
Fiera Capital (Canada)
Quebec, Canada
$573K -$1.56K -60 -0.3%
FIAS
1130
FinTrust Investment Advisory Services
South Carolina
$572K +$572K +21,948 New
MPAM
1131
Murphy Pohlad Asset Management
Minnesota
$570K – – –
MIM
1132
Montgomery Investment Management
Maryland
$563K -$391K -15,000 -41%
RMAM
1133
Raab & Moskowitz Asset Management
New Jersey
$562K -$8.72K -300 -2%
CAM
1134
CMT Asset Management
Illinois
$558K +$440K +34,623 +371%
BTW
1135
Boston Trust Walden
Massachusetts
$548K -$497K -19,050 -48%
GRQ
1136
Gardner Russo & Quinn
Pennsylvania
$548K -$235K -9,030 -30%
GC
1137
Gilbert & Cook
Iowa
$547K -$253K -9,717 -32%
ICM
1138
Ionic Capital Management
New York
$547K +$547K +21,000 New
FHB
1139
First Hawaiian Bank
Hawaii
$546K -$21.9K -840 -4%
ACM
1140
Argent Capital Management
Missouri
$543K -$61.3K -2,355 -10%
CC
1141
Cannell & Co
New York
$543K +$7.81K +300 +1%
EDRIA
1142
Edmonds Duncan Registered Investment Advisors
Kansas
$536K -$9.03K -300 -2%
SCA
1143
Snowden Capital Advisors
New York
$535K -$47.4K -1,818 -8%
HB
1144
Homrich & Berg
Georgia
$531K -$30.1K -1,155 -5%
BCM
1145
BlueCrest Capital Management
Jersey
$526K -$2.96M -113,541 -85%
WEC
1146
Winslow Evans & Crocker
Massachusetts
$525K -$53K -2,034 -9%
CNAM
1147
Campbell Newman Asset Management
Wisconsin
$524K – – –
SCM
1148
Sterneck Capital Management
Missouri
$523K +$78 +3 +0%
STMM
1149
South Texas Money Management
Texas
$520K -$38.4K -1,476 -7%
BCP
1150
Berkeley Capital Partners
Georgia
$520K +$247K +9,504 +91%
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