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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 %
LBC
1176
Lawrence B. Cohen
$467K -$5.86K -225 -1%
CAM
1177
Columbia Asset Management
Michigan
$467K +$78 +3 +0%
TWA
1178
TCI Wealth Advisors
Arizona
$466K +$14.1K +540 +3%
PAM
1179
Private Asset Management
California
$466K +$234K +9,000 +101%
AZA
1180
Arthur Zaske & Associates
Michigan
$461K – – –
OWD
1181
Osborn Williams & Donohoe
Ohio
$461K +$19.5K +750 +4%
WTB
1182
Washington Trust Bank
Washington
$456K +$170K +6,531 +60%
JFA
1183
Johanson Financial Advisors
California
$454K +$15.5K +597 +4%
CNB
1184
Camden National Bank
Maine
$452K -$10.1K -390 -2%
GIM
1185
Greylin Investment Management
Virginia
$446K -$330K -12,663 -43%
ZDA
1186
Zweig-DiMenna Associates
New York
$445K +$7.81K +300 +2%
VCM
1187
Violich Capital Management
California
$444K – – –
ATC
1188
Adirondack Trust Company
New York
$443K -$14K -537 -3%
PAS
1189
Partnervest Advisory Services
California
$439K +$43.6K +1,671 +11%
HCMNY
1190
Howard Capital Management (New York)
New York
$437K – – –
PMFA
1191
Plante Moran Financial Advisors
Michigan
$437K +$14.8K +567 +3%
KF
1192
Krilogy Financial
Missouri
$437K +$31.7K +1,218 +8%
CCM
1193
Courage Capital Management
Tennessee
$434K – – –
CTI
1194
Community Trust & Investment
Kentucky
$430K -$65.6K -2,517 -13%
ITIM
1195
Indiana Trust & Investment Management
Indiana
$430K – – –
KB
1196
Kimelman & Baird
New York
$430K – – –
KIC
1197
Keating Investment Counselors
Florida
$429K – – –
MPI
1198
Mairs & Power Inc
Minnesota
$429K – – –
B
1199
Bailard
California
$425K -$74.2K -2,850 -15%
MWM
1200
Mission Wealth Management
California
$425K – – –
46 47
48
49 50