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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 %
PG
1326
Patten Group
Tennessee
$284K +$78 +3 +0%
SLA
1327
Silver Lake Advisory
Utah
$283K +$156 +6 +0.1%
AIA
1328
Affinity Investment Advisors
California
$283K +$24.4K +936 +9%
AAM
1329
Autus Asset Management
Arizona
$283K +$54.8K +2,106 +24%
RW
1330
Rand Wealth
Maryland
$283K +$70.3K +2,700 +33%
IA
1331
Independence Advisors
Pennsylvania
$282K – – –
AF
1332
Affiance Financial
Minnesota
$282K – – –
TI
1333
Truepoint Inc
Ohio
$281K -$34.4K -1,320 -11%
LI
1334
Longer Investments
Arkansas
$281K -$3.13K -120 -1%
SIAM
1335
Sterling Investment Advisors (Missouri)
Missouri
$281K +$6.41K +246 +2%
CCP
1336
Corient Capital Partners
California
$280K -$41.9K -1,608 -13%
CCM
1337
Chilton Capital Management
Texas
$278K +$9.78K +375 +4%
BAM
1338
Belpointe Asset Management
Nevada
$278K +$278K +10,662 New
AFA
1339
Abacus FCF Advisors
Florida
$277K +$40.3K +1,548 +17%
RWA
1340
RGT Wealth Advisors
Texas
$276K -$65.6K -2,517 -19%
NDSI
1341
Newman Dignan & Sheerar Inc
Rhode Island
$275K +$78 +3 +0%
PA
1342
Probity Advisors
Texas
$275K +$6.17K +237 +2%
ISB
1343
Iowa State Bank
Iowa
$274K – – –
SFM
1344
Soros Fund Management
New York
$273K -$46.8K -1,800 -15%
UFG
1345
United Fire Group
Iowa
$273K – – –
CC
1346
Cedar Capital
Illinois
$269K +$11K +423 +4%
CPIM
1347
Columbia Partners Investment Management
Virginia
$269K +$269K +10,344 New
AHB
1348
Abner Herrman & Brock
New Jersey
$268K +$268K +10,284 New
MC
1349
Middleton & Co
Massachusetts
$267K -$12K -462 -4%
PPSG
1350
Princeton Portfolio Strategies Group
New Jersey
$267K -$7.81K -300 -3%
52 53
54
55 56