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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 %
RMCM
1201
Reynders McVeigh Capital Management
Massachusetts
$382K -$48.4K -2,100 -11%
KB
1202
Kimelman & Baird
New York
$380K -$73.9K -3,210 -16%
KIC
1203
Keating Investment Counselors
Florida
$380K -$62.3K -2,700 -14%
CTI
1204
Community Trust & Investment
Kentucky
$380K – – –
FVP
1205
Firefly Value Partners
Pennsylvania
$380K +$380K +16,476 New
HCM
1206
Hodges Capital Management
Texas
$379K -$116K -5,013 -23%
RWA
1207
RGT Wealth Advisors
Texas
$379K +$40.1K +1,740 +12%
EM
1208
Excalibur Management
Massachusetts
$373K -$8.64K -375 -2%
AZA
1209
Arthur Zaske & Associates
Michigan
$373K +$82.9K +3,600 +29%
IFB
1210
iAB Financial Bank
Indiana
$372K -$20.8K -900 -5%
IAA
1211
Ironsides Asset Advisors
North Carolina
$372K +$126K +5,469 +51%
ITIM
1212
Indiana Trust & Investment Management
Indiana
$371K -$5.95K -258 -2%
MPI
1213
Mairs & Power Inc
Minnesota
$369K +$13K +564 +4%
B
1214
Bridgeworth
Alabama
$368K +$368K +16,029 New
MAA
1215
Matrix Asset Advisors
New York
$365K – – –
CC
1216
Courier Capital
New York
$364K +$27.6K +1,200 +8%
GCA
1217
Gideon Capital Advisors
New York
$363K +$363K +15,726 New
ACP
1218
Arcus Capital Partners
Georgia
$359K – – –
MWM
1219
Mission Wealth Management
California
$359K +$55.5K +2,409 +18%
GLA
1220
Good Life Advisors
Pennsylvania
$358K +$358K +15,654 New
PFGIA
1221
Patriot Financial Group Insurance Agency
Massachusetts
$354K +$354K +15,786 New
PV
1222
Private Vista
Illinois
$352K -$8.51K -375 -2%
JC
1223
Jacobs & Co
California
$352K – – –
RW
1224
REDW Wealth
New Mexico
$352K +$352K +15,294 New
FNBOMD
1225
First National Bank of Mount Dora
Florida
$351K -$346K -15,000 -50%
47 48
49
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