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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 %
MA
1276
Marshwinds Advisory
Georgia
$268K -$10.8K -450 -4%
MLL
1277
Moody Lynn & Lieberson
Massachusetts
$268K – – –
CCM
1278
Coldstream Capital Management
Washington
$268K +$20.2K +843 +8%
AIM
1279
Acrospire Investment Management
Illinois
$267K -$180K -7,500 -40%
AF
1280
Affiance Financial
Minnesota
$267K – – –
SGCA
1281
Steel Grove Capital Advisors
Tennessee
$267K +$267K +11,106 New
MWP
1282
MYCIO Wealth Partners
Pennsylvania
$266K +$266K +11,085 New
WSC
1283
Wellington Shields & Co
New York
$264K +$1.08K +45 +0.4%
AIM
1284
Anchor Investment Management
South Carolina
$263K +$1.8K +75 +0.7%
AAM
1285
Autus Asset Management
Arizona
$263K -$152K -6,297 -37%
CBOR
1286
Community Bank of Raymore
Missouri
$263K – – –
AF
1287
Allworth Financial
California
$263K +$3.74K +156 +1%
GC
1288
Grimes & Company
Massachusetts
$262K -$8.73K -363 -3%
LI
1289
Longer Investments
Arkansas
$262K – – –
IA
1290
Independence Advisors
Pennsylvania
$260K -$9.22K -384 -3%
SLA
1291
Silver Lake Advisory
Utah
$260K +$144 +6 +0.1%
WI
1292
Wedgewood Investors
Pennsylvania
$259K – – –
CCM
1293
Chilton Capital Management
Texas
$258K +$7.21K +300 +3%
AIP
1294
Ahrens Investment Partners
Louisiana
$258K +$226K +9,429 +711%
NB
1295
Nicolet Bankshares
Wisconsin
$257K -$29.9K -1,245 -10%
BOS
1296
Bingham Osborn & Scarborough
California
$257K -$9.96K -414 -4%
TI
1297
Truepoint Inc
Ohio
$255K +$4.04K +168 +2%
OFW
1298
Omnia Family Wealth
Florida
$254K -$60.8K -2,511 -19%
PPSG
1299
Princeton Portfolio Strategies Group
New Jersey
$254K – – –
CCFCSB
1300
Cape Cod Five Cents Savings Bank
Massachusetts
$254K +$9.67K +402 +4%
50 51
52
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