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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 %
BBA
1301
BLB&B Advisors
Pennsylvania
$308K -$19K -732 -6%
MWAC
1302
Mariner Wealth Advisors (Cincinnati)
Ohio
$307K -$132K -5,076 -30%
CC
1303
Cadinha & Co
Hawaii
$305K – – –
ERIM
1304
Eagle Ridge Investment Management
Connecticut
$305K +$305K +11,715 New
BWAM
1305
Boyd Watterson Asset Management
Ohio
$304K – – –
HH
1306
Hilltop Holdings
Texas
$303K -$233K -8,934 -43%
YP
1307
Yellowstone Partners
Idaho
$302K +$302K +11,613 New
HA
1308
Hays Advisory
Tennessee
$301K +$19.4K +744 +7%
FFC
1309
First Financial Corp
Indiana
$300K -$13.2K -507 -4%
FAN
1310
Financial Advisors Network
California
$300K -$2.97K -114 -1%
NAM
1311
NTV Asset Management
West Virginia
$299K – – –
SCP
1312
Syntal Capital Partners
Texas
$299K +$75K +2,886 +33%
TSS
1313
Two Sigma Securities
New York
$296K +$296K +11,361 New
TCM
1314
Tradewinds Capital Management
Washington
$292K +$78 +3 +0%
TC
1315
Telemus Capital
Michigan
$291K -$179K -6,867 -38%
VNA
1316
Valley National Advisers
Pennsylvania
$291K +$15.7K +603 +6%
OC
1317
Oarsman Capital
Wisconsin
$290K – – –
GW
1318
GW & Wade
Massachusetts
$289K – – –
WSC
1319
Wellington Shields & Co
New York
$289K +$1.17K +45 +0.4%
CAM
1320
Congress Asset Management
Massachusetts
$289K +$7.81K +300 +3%
DP
1321
Dearborn Partners
Illinois
$289K +$74.7K +2,865 +35%
VIA
1322
Vantage Investment Advisors
Pennsylvania
$288K +$18.3K +702 +7%
BOS
1323
Bingham Osborn & Scarborough
California
$286K +$1.87K +72 +0.7%
SIM
1324
SSI Investment Management
California
$285K +$31.4K +1,212 +12%
QCG
1325
Quadrant Capital Group
Ohio
$284K -$1.03K -42 -0.4%
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