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Walmart
WMT

Overview Fund Activity

1,556 hedge funds and large institutions have $70.8B invested in Walmart in 2017 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 619 increasing their positions, 631 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
+5
Holders Change %
+0.32%
% of All Funds
38.85%
Holding in Top 10
62
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.68%
% of All Funds
1.55%
New
103
Increased
619
Reduced
631
Closed
85
Calls
$1.13B
Puts
$1.45B
Net Calls
-$323M
Net Calls Change
-$200M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$575M
2
Morgan Stanley
Morgan Stanley
New York
+$365M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$336M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$279M
5
Capital World Investors
Capital World Investors
California
+$256M

Top Sellers

1
State Street
State Street
Massachusetts
-$319M
2
BBHC
Brown Brothers Harriman & Co
New York
-$179M
3
Millennium Management
Millennium Management
New York
-$166M
4
American Century Companies
American Century Companies
Missouri
-$139M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
1251
Balentine LLC
Georgia
$363K -$15.4K -591 -4%
JIC
1252
Joel Isaacson & Co
New York
$361K – – –
PCMC
1253
Paragon Capital Management (Colorado)
Colorado
$361K +$9.55K +366 +3%
SIP
1254
Stoneridge Investment Partners
Pennsylvania
$360K -$135K -5,181 -27%
SGK
1255
Steigerwald Gordon & Koch
Virginia
$359K +$86.5K +3,321 +32%
PIA
1256
Peachtree Investment Advisors
Georgia
$355K – – –
FFA
1257
First Foundation Advisors
California
$355K +$25.9K +993 +8%
GAM
1258
Gould Asset Management
California
$355K +$39.1K +1,500 +12%
SAM
1259
Sawgrass Asset Management
Florida
$354K -$7.82K -300 -2%
FRM
1260
Foundation Resource Management
Arkansas
$354K – – –
EIM
1261
Essex Investment Management
Massachusetts
$352K – – –
VDI
1262
Vaughan David Investments
Illinois
$349K – – –
DA
1263
DSC Advisors
Illinois
$349K +$349K +13,425 New
DHFB
1264
Dixon Hubard Feinour & Brown
Virginia
$348K – – –
RSVP
1265
Ramsay Stattman Vela & Price
Colorado
$347K +$123K +4,746 +55%
LA
1266
Lucus Advisors
New York
$344K -$23.5K -903 -6%
WA
1267
WealthTrust Axiom
Pennsylvania
$344K – – –
FBT
1268
First Bank & Trust
South Dakota
$344K +$781 +30 +0.2%
RVPG
1269
Relative Value Partners Group
$344K +$7.82K +300 +2%
PI
1270
Parkside Investments
Illinois
$344K +$344K +13,200 New
NCM
1271
Narwhal Capital Management
Georgia
$343K – – –
OAM
1272
Occidental Asset Management
California
$343K +$8.52K +327 +3%
CC
1273
Capital Counsel
New York
$341K – – –
VAM
1274
Verity Asset Management
North Carolina
$341K +$341K +12,795 New
PCA
1275
Private Capital Advisors
Connecticut
$340K – – –
49 50
51
52 53