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Walmart

1,520 hedge funds and large institutions have $61.9B invested in Walmart in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 570 increasing their positions, 641 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,520
Holders Change
-7
Holders Change %
-0.46%
% of All Funds
38.06%
Holding in Top 10
64
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-20.99%
% of All Funds
1.6%
New
131
Increased
570
Reduced
641
Closed
112
Calls
$1.02B
Puts
$1.66B
Net Calls
-$641M
Net Calls Change
-$696M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
1351
Hartford Financial Management
Connecticut
$225K +$69K +3,000 +44%
UWPG
1352
Ullmann Wealth Partners Group
Florida
$225K +$225K +10,179 New
CWA
1353
Cypress Wealth Advisors
California
$224K -$106K -4,581 -32%
CYG
1354
Clean Yield Group
Vermont
$223K
SNT
1355
Security National Trust
West Virginia
$220K
SLG
1356
Stanley-Laman Group
Pennsylvania
$220K
MC
1357
Miles Capital
Iowa
$220K +$220K +9,537 New
GAAM
1358
Guinness Atkinson Asset Management
California
$217K -$20.7K -900 -9%
CNC
1359
Citizens & Northern Corp
Pennsylvania
$217K -$10.2K -444 -5%
TIA
1360
Tiemann Investment Advisors
California
$216K -$12.1K -525 -5%
IWA
1361
Inspirion Wealth Advisors
Illinois
$216K
AIS
1362
Accurate Investment Solutions
Pennsylvania
$216K +$37.6K +1,632 +21%
IR
1363
Invictus RG
Bermuda
$213K -$94.7K -4,101 -31%
CT
1364
Chicago Trust
Illinois
$213K -$13.8K -600 -6%
CA
1365
CapWealth Advisors
Tennessee
$212K -$27.1K -1,176 -11%
HA
1366
Hays Advisory
Tennessee
$210K +$210K +9,123 New
RCM
1367
RNC Capital Management
California
$207K -$8.44K -366 -4%
YMRC
1368
Yorktown Management & Research Company
Virginia
$207K +$207K +9,000 New
TAM
1369
Trillium Asset Management
Massachusetts
$206K -$10.4K -450 -5%
HCM
1370
Hollencrest Capital Management
California
$205K -$4.21K -183 -2%
LCM
1371
Liberty Capital Management
Michigan
$204K
GAM
1372
Gemmer Asset Management
California
$204K +$3.45K +150 +2%
FCCM
1373
First City Capital Management
Georgia
$203K -$13.9K -600 -6%
OAM
1374
Oberweis Asset Management
Illinois
$203K
BSB
1375
Bangor Savings Bank
Maine
$202K +$202K +8,757 New