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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 %
SLA
1326
Silver Lake Advisory
Utah
$274K +$379 +15 +0.1%
AF
1327
Affiance Financial
Minnesota
$273K -$7.19K -285 -3%
IA
1328
Independence Advisors
Pennsylvania
$273K – – –
HA
1329
Hays Advisory
Tennessee
$273K +$15.4K +609 +6%
CAM
1330
Congress Asset Management
Massachusetts
$272K +$22.7K +900 +9%
WI
1331
Wedgewood Investors
Pennsylvania
$271K – – –
ID
1332
Integral Derivatives
New York
$270K -$76.6K -3,042 -22%
MC
1333
Middleton & Co
Massachusetts
$270K -$30.2K -1,200 -10%
MC
1334
Miles Capital
Iowa
$269K +$8.02K +318 +3%
SFSIG
1335
San Francisco Sentry Investment Group
California
$269K +$52.5K +2,088 +24%
BWFM
1336
Bridgewater Wealth & Financial Management
Maryland
$269K +$269K +10,650 New
VNA
1337
Valley National Advisers
Pennsylvania
$266K -$49.6K -1,971 -16%
NDSI
1338
Newman Dignan & Sheerar Inc
Rhode Island
$266K – – –
PPSG
1339
Princeton Portfolio Strategies Group
New Jersey
$266K – – –
SIAM
1340
Sterling Investment Advisors (Missouri)
Missouri
$266K +$151 +6 +0.1%
ISB
1341
Iowa State Bank
Iowa
$265K – – –
UFG
1342
United Fire Group
Iowa
$265K – – –
BCP
1343
Berkeley Capital Partners
Georgia
$264K -$114K -4,518 -30%
SGK
1344
Steigerwald Gordon & Koch
Virginia
$264K +$303 +12 +0.1%
FNFDCM
1345
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$263K -$98.3K -3,900 -27%
VIA
1346
Vantage Investment Advisors
Pennsylvania
$262K -$3.18K -126 -1%
BFM
1347
Boothbay Fund Management
New York
$261K +$261K +10,353 New
PA
1348
Probity Advisors
Texas
$260K -$24.6K -978 -9%
IAMOG
1349
Investors Asset Management of Georgia
Georgia
$260K +$1.89K +75 +0.7%
SFG
1350
SNS Financial Group
Minnesota
$259K -$139K -5,508 -35%
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