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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 %
MLL
1251
Moody Lynn & Lieberson
Massachusetts
$358K +$75.8K +3,000 +27%
VWA
1252
V Wealth Advisors
Kansas
$357K -$96.7K -3,834 -21%
PTB
1253
Pioneer Trust Bank
Oregon
$357K -$6.06K -240 -2%
LA
1254
Lucus Advisors
New York
$356K +$356K +14,118 New
NCM
1255
Novare Capital Management
North Carolina
$354K – – –
MA
1256
MCF Advisors
Kentucky
$354K +$303 +12 +0.1%
B
1257
Bridgeworth
Alabama
$353K +$30.5K +1,251 +9%
AIM
1258
Anchor Investment Management
South Carolina
$352K +$75.7K +3,000 +27%
SAM
1259
Sawgrass Asset Management
Florida
$350K – – –
JIC
1260
Joel Isaacson & Co
New York
$349K – – –
CLOS
1261
Compagnie Lombard Odier SCmA
Switzerland
$347K +$58.9K +2,337 +20%
PIA
1262
Peachtree Investment Advisors
Georgia
$344K -$30.3K -1,200 -8%
FRM
1263
Foundation Resource Management
Arkansas
$343K -$22.7K -900 -6%
SSP
1264
Sapphire Star Partners
Washington
$341K -$841K -33,300 -71%
NA
1265
Navellier & Associates
Nevada
$341K -$834K -33,000 -71%
MAA
1266
Matrix Asset Advisors
New York
$341K -$39.4K -1,560 -10%
EIM
1267
Essex Investment Management
Massachusetts
$341K – – –
MCM
1268
MAI Capital Management
Ohio
$341K +$36.3K +1,440 +12%
PCMC
1269
Paragon Capital Management (Colorado)
Colorado
$340K +$206K +8,151 +153%
SCCM
1270
Schafer Cullen Capital Management
New York
$339K +$21.2K +840 +7%
VDI
1271
Vaughan David Investments
Illinois
$338K -$15.1K -600 -4%
YWP
1272
YorkBridge Wealth Partners
New York
$338K -$1.13K -45 -0.3%
DHFB
1273
Dixon Hubard Feinour & Brown
Virginia
$337K +$15.1K +600 +5%
IFB
1274
iAB Financial Bank
Indiana
$335K -$30.3K -1,200 -8%
WA
1275
WealthTrust Axiom
Pennsylvania
$334K -$41.6K -1,650 -11%
49 50
51
52 53