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Walmart
WMT

Overview Fund Activity

1,520 hedge funds and large institutions have $61.9B invested in Walmart in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 570 increasing their positions, 641 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,520
Holders Change
-7
Holders Change %
-0.46%
% of All Funds
38.06%
Holding in Top 10
64
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-20.99%
% of All Funds
1.6%
New
131
Increased
570
Reduced
641
Closed
112
Calls
$1.02B
Puts
$1.66B
Net Calls
-$641M
Net Calls Change
-$696M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$421M
2
Wells Fargo
Wells Fargo
California
+$267M
3
BFA
BlackRock Fund Advisors
California
+$254M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$205M
5
Asset Management One
Asset Management One
Japan
+$175M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$800M
2
AIG
American International Group
New York
-$456M
3
Deutsche Bank
Deutsche Bank
Germany
-$225M
4
TCIM
TIAA CREF Investment Management
New York
-$209M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
1151
Bailard
California
$449K +$38.7K +1,680 +9%
SSW
1152
Smith Shellnut Wilson
Mississippi
$447K +$447K +19,416 New
WA
1153
Waverly Advisors
Alabama
$445K -$53.5K -2,322 -11%
BFO
1154
Boston Family Office
Massachusetts
$445K – – –
EA
1155
Edge Advisors
Georgia
$445K +$445K +19,386 New
Koshinski Asset Management
1156
Koshinski Asset Management
Illinois
$442K -$92.6K -4,020 -17%
PMFA
1157
Plante Moran Financial Advisors
Michigan
$442K +$51.5K +2,238 +13%
FMLI
1158
Fukoku Mutual Life Insurance
Japan
$440K -$34.6K -1,500 -7%
AA
1159
ALPS Advisors
Colorado
$439K -$30.1M -1,306,476 -99%
TWA
1160
TCI Wealth Advisors
Arizona
$438K +$30.4K +1,317 +7%
WF
1161
WealthTrust Fairport
Ohio
$437K +$6.23K +270 +1%
PP
1162
Patten & Patten
Tennessee
$429K -$79.6K -3,453 -16%
AIM
1163
Acrospire Investment Management
Illinois
$429K +$263K +11,400 +158%
SS
1164
Simplicity Solutions
Minnesota
$428K +$136K +5,892 +47%
HCMNY
1165
Howard Capital Management (New York)
New York
$425K -$6.91K -300 -2%
LC
1166
Lincoln Capital
Nebraska
$424K -$15.6K -675 -4%
EDRIA
1167
Edmonds Duncan Registered Investment Advisors
Kansas
$424K – – –
PWMAG
1168
Pinnacle Wealth Management Advisory Group
New Jersey
$423K +$4.57K +198 +1%
CAM
1169
Columbia Asset Management
Michigan
$417K – – –
VKH
1170
Virtu KCG Holdings
New York
$416K -$6.6M -286,077 -94%
LBC
1171
Lawrence B. Cohen
$416K -$27.6K -1,200 -6%
NJBEST
1172
New Jersey Better Educational Savings Trust
New Jersey
$415K -$208K -9,000 -33%
GWI
1173
Grace & White Inc
New York
$414K – – –
CIAS
1174
Capital Investment Advisory Services
North Carolina
$414K +$414K +17,949 New
GW
1175
GW & Wade
Massachusetts
$411K +$69 +3 +0%
45 46
47
48 49