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Walmart
WMT

Overview Fund Activity

1,551 hedge funds and large institutions have $68.3B invested in Walmart in 2017 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 600 increasing their positions, 632 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+42
Holders Change %
+2.78%
% of All Funds
38.73%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.77%
New
126
Increased
600
Reduced
632
Closed
69
Calls
$1.12B
Puts
$1.24B
Net Calls
-$123M
Net Calls Change
+$377M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$424M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$187M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$163M
4
Millennium Management
Millennium Management
New York
+$143M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$130M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$309M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$225M
3
BBHC
Brown Brothers Harriman & Co
New York
-$204M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$156M
5
State Street
State Street
Massachusetts
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
1201
BOK Financial Private Wealth
Colorado
$417K -$59.4K -2,352 -12%
Koshinski Asset Management
1202
Koshinski Asset Management
Illinois
$416K -$92.6K -3,672 -18%
KB
1203
Kimelman & Baird
New York
$416K – – –
MPI
1204
Mairs & Power Inc
Minnesota
$416K +$3.86K +153 +0.9%
KIC
1205
Keating Investment Counselors
Florida
$416K +$5.23K +207 +1%
ITIM
1206
Indiana Trust & Investment Management
Indiana
$416K +$10.2K +405 +3%
QAM
1207
Quantres Asset Management
Cayman Islands
$416K +$416K +16,500 New
MWM
1208
Mission Wealth Management
California
$412K +$18.3K +726 +5%
PMFA
1209
Plante Moran Financial Advisors
Michigan
$409K -$38.6K -1,530 -9%
BMC
1210
Beaton Management Company
Massachusetts
$409K +$409K +16,200 New
BJL
1211
Brighton Jones LLC
Washington
$409K +$409K +16,230 New
FNBOH
1212
First National Bank of Hutchinson
Kansas
$408K +$22.5K +858 +6%
KCM
1213
Karp Capital Management
California
$408K +$408K +16,176 New
CL
1214
CPWM LLC
Washington
$403K +$32.8K +1,299 +9%
FDS
1215
First Dallas Securities
Texas
$401K +$401K +15,912 New
SBSB
1216
Sullivan, Bruyette, Speros & Blaney
Virginia
$400K -$12K -477 -3%
CC
1217
Courier Capital
New York
$399K -$2.95K -117 -0.7%
VI
1218
Versor Investments
New York
$399K +$399K +15,825 New
SPC
1219
Stewart & Patten Company
California
$397K -$151K -6,000 -28%
PV
1220
Private Vista
Illinois
$397K +$3.8K +150 +1%
ESBC
1221
E.S. Barr & Co
Kentucky
$394K -$15.2K -600 -4%
KF
1222
Krilogy Financial
Missouri
$393K +$19.2K +759 +5%
WI
1223
WrapManager Inc
California
$391K -$1.67K -66 -0.4%
FMLI
1224
Fukoku Mutual Life Insurance
Japan
$391K – – –
BCM
1225
Brookstone Capital Management
Illinois
$389K -$89.4K -3,543 -19%
47 48
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