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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 %
MC
1326
Matisse Capital
Oregon
$239K -$72K -3,000 -23%
SIM
1327
SSI Investment Management
California
$238K -$575 -24 -0.2%
HCM
1328
Hall Capital Management
Rhode Island
$238K – – –
CAM
1329
Congress Asset Management
Massachusetts
$238K – – –
HBT
1330
Hills Bank & Trust
Iowa
$237K -$7.95K -330 -3%
AAM
1331
American Asset Management
Florida
$237K – – –
CWP
1332
Capital Wealth Planning
Florida
$237K – – –
NFG
1333
Nadler Financial Group
Illinois
$237K +$216 +9 +0.1%
BPC
1334
Banque Pictet & Cie
Switzerland
$236K – – –
VNA
1335
VNBTrust National Association
Virginia
$234K -$50.4K -2,100 -18%
CYG
1336
Clean Yield Group
Vermont
$232K – – –
CWM
1337
Catamount Wealth Management
Connecticut
$231K +$159K +6,600 +220%
SMH
1338
Sanders Morris Harris
Texas
$231K +$231K +9,645 New
PAG
1339
Pinnacle Advisory Group
Maryland
$229K -$21K -873 -8%
HIIFS
1340
Harel Insurance Investments & Financial Services
Israel
$229K +$229K +9,348 New
SAM
1341
Shamrock Asset Management
Texas
$228K -$11.1K -462 -5%
OA
1342
Oxbow Advisors
Texas
$227K +$227K +9,450 New
GAAM
1343
Guinness Atkinson Asset Management
California
$226K – – –
TIA
1344
Tiemann Investment Advisors
California
$226K – – –
SCM
1345
Southport Capital Management
Tennessee
$224K +$224K +9,327 New
EAM
1346
Evanson Asset Management
California
$223K +$223K +9,288 New
WIA
1347
Westbourne Investment Advisors
Maryland
$222K +$222K +9,234 New
PAM
1348
Private Asset Management
California
$221K +$221K +9,195 New
HCM
1349
Hollencrest Capital Management
California
$218K +$4.74K +198 +2%
TCM
1350
Tufton Capital Management
Maryland
$218K +$218K +9,090 New
52 53
54
55 56