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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 %
FWP
1151
FAS Wealth Partners
Kansas
$519K +$32.8K +1,260 +7%
PWMAG
1152
Pinnacle Wealth Management Advisory Group
New Jersey
$517K +$18K +690 +4%
SKK
1153
Shepherd Kaplan Krochuk
Massachusetts
$516K – – –
HFM
1154
Hartford Financial Management
Connecticut
$516K +$35.1K +1,350 +7%
LFA
1155
Landmark Financial Advisors
Kentucky
$514K -$54.6K -2,094 -10%
FNBOO
1156
First National Bank of Omaha
Nebraska
$512K -$46.9K -1,800 -8%
MCM
1157
Moon Capital Management
New York
$510K -$12M -460,557 -96%
JIP
1158
Jaffetilchin Investment Partners
Florida
$509K +$509K +19,548 New
BFO
1159
Boston Family Office
Massachusetts
$503K – – –
SXL
1160
Summit X LLC
Missouri
$499K +$40.2K +1,542 +9%
AFP
1161
Ausdal Financial Partners
Iowa
$497K +$36.3K +1,395 +8%
CCM
1162
Check Capital Management
California
$494K -$54.3K -2,085 -10%
FCB
1163
First Command Bank
Texas
$485K -$35.9K -1,377 -7%
FCFS
1164
First Command Financial Services
Texas
$485K -$35.9K -1,377 -7%
JGIA
1165
Jackson Grant Investment Advisers
Connecticut
$484K +$304K +11,670 +169%
Koshinski Asset Management
1166
Koshinski Asset Management
Illinois
$483K +$53.4K +2,052 +12%
WF
1167
WealthTrust Fairport
Ohio
$479K – – –
MCWS
1168
McKinley Carter Wealth Services
West Virginia
$478K +$26K +999 +6%
EBSAM
1169
Eubel Brady & Suttman Asset Management
Ohio
$477K -$28.2K -1,083 -6%
ACM
1170
Advisors Capital Management
New Jersey
$473K +$14.4K +552 +3%
PFSC
1171
Peoples Financial Services Corp
Pennsylvania
$472K +$7.82K +300 +2%
LC
1172
Lincoln Capital
Nebraska
$471K – – –
SBSB
1173
Sullivan, Bruyette, Speros & Blaney
Virginia
$470K +$56.3K +2,160 +14%
GWI
1174
Grace & White Inc
New York
$468K – – –
NL
1175
NWAM LLC
Washington
$468K +$29.2K +1,119 +7%
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