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Walmart
WMT

Overview Fund Activity

1,509 hedge funds and large institutions have $65B invested in Walmart in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 571 increasing their positions, 665 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
-11
Holders Change %
-0.72%
% of All Funds
37.62%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.75%
New
99
Increased
571
Reduced
665
Closed
96
Calls
$832M
Puts
$1.33B
Net Calls
-$500M
Net Calls Change
+$142M

Top Buyers

1
BlackRock
BlackRock
New York
+$6.23B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$230M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$187M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$161M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$147M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$185M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$121M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$109M
4
PPA
Parametric Portfolio Associates
Washington
-$101M
5
Morgan Stanley
Morgan Stanley
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1201
Texan Capital Management
Texas
$353K +$1.01K +42 +0.3%
GWCM
1202
Godshalk Welsh Capital Management
Pennsylvania
$352K – – –
IOOF
1203
Independent Order of Foresters
Ontario, Canada
$351K – – –
FHA
1204
Flagship Harbor Advisors
Massachusetts
$351K +$18.2K +756 +5%
CAM
1205
Close Asset Management
United Kingdom
$351K +$322K +13,407 +1,131%
BL
1206
Balentine LLC
Georgia
$349K -$67.2K -2,796 -16%
BWAM
1207
Boyd Watterson Asset Management
Ohio
$349K -$2.88K -120 -0.8%
IFB
1208
iAB Financial Bank
Indiana
$348K -$39.7K -1,650 -10%
FRM
1209
Foundation Resource Management
Arkansas
$348K – – –
PTB
1210
Pioneer Trust Bank
Oregon
$346K -$4.76K -198 -1%
LCM
1211
LVM Capital Management
Michigan
$346K – – –
IIA
1212
IPG Investment Advisors
California
$346K -$14.4K -600 -4%
FNFDCM
1213
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$344K +$3.17K +132 +0.9%
TC
1214
Trust Company
Kansas
$342K -$62.3K -2,595 -15%
KF
1215
Krilogy Financial
Missouri
$341K – – –
BT
1216
Beacon Trust
New Jersey
$340K +$8.52K +360 +3%
YWP
1217
YorkBridge Wealth Partners
New York
$339K -$147K -5,856 -30%
VC
1218
Vicus Capital
Pennsylvania
$338K +$54.3K +2,259 +19%
MA
1219
MCF Advisors
Kentucky
$337K -$4.04K -168 -1%
VDI
1220
Vaughan David Investments
Illinois
$337K -$1.8K -75 -0.5%
NCM
1221
Novare Capital Management
North Carolina
$337K – – –
MWAC
1222
Mariner Wealth Advisors (Cincinnati)
Ohio
$336K -$26.4K -1,098 -7%
SAM
1223
Sawgrass Asset Management
Florida
$333K – – –
JIC
1224
Joel Isaacson & Co
New York
$333K +$36.1K +1,500 +12%
ID
1225
Integral Derivatives
New York
$331K +$331K +13,764 New
47 48
49
50 51