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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 %
EIM
1226
Essex Investment Management
Massachusetts
$324K – – –
CIC
1227
Chilton Investment Company
Connecticut
$322K -$1.85M -77,163 -85%
PAS
1228
Partnervest Advisory Services
California
$322K -$4.48K -186 -1%
JFA
1229
Johanson Financial Advisors
California
$322K +$322K +13,356 New
GW
1230
GW & Wade
Massachusetts
$321K -$107K -4,467 -25%
ST
1231
Spot Trading
Illinois
$321K +$321K +13,341 New
FTI
1232
Fiduciary Trust International
Massachusetts
$320K +$577 +24 +0.2%
JSL
1233
JT Stratford LLC
Georgia
$319K -$251K -10,431 -44%
FBT
1234
First Bank & Trust
South Dakota
$317K -$24.5K -1,017 -7%
NERM
1235
New England Research & Management
Illinois
$316K -$346K -14,400 -52%
GT
1236
Greenleaf Trust
Michigan
$315K -$247K -10,269 -44%
B
1237
Bridgeworth
Alabama
$314K -$65.8K -2,778 -17%
PCA
1238
Private Capital Advisors
Connecticut
$314K – – –
CC
1239
Capital Counsel
New York
$314K +$314K +13,080 New
WPW
1240
Waldron Private Wealth
Pennsylvania
$313K +$313K +13,026 New
ACI
1241
Alpha Cubed Investments
California
$309K +$71K +2,958 +30%
RVPG
1242
Relative Value Partners Group
$308K – – –
DHFB
1243
Dixon Hubard Feinour & Brown
Virginia
$307K +$8.95K +372 +3%
FWM
1244
Focused Wealth Management
New York
$306K +$164K +6,843 +116%
PK
1245
Pflug Koory
Nebraska
$304K -$9.01K -375 -3%
SCCM
1246
Schafer Cullen Capital Management
New York
$303K +$22.7K +945 +8%
VNA
1247
Valley National Advisers
Pennsylvania
$301K -$173K -7,200 -36%
CCP
1248
Corient Capital Partners
California
$298K -$58K -2,412 -16%
RIM
1249
Rampart Investment Management
Connecticut
$297K +$297K +12,378 New
SFM
1250
Soros Fund Management
New York
$296K +$296K +12,300 New
48 49
50
51 52