WMT icon

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 %
MA
1351
Marshwinds Advisory
Georgia
$267K – – –
IOOF
1352
Independent Order of Foresters
Ontario, Canada
$266K – – –
AIP
1353
Ahrens Investment Partners
Louisiana
$266K +$17.1K +654 +7%
WI
1354
Wedgewood Investors
Pennsylvania
$265K -$15.6K -600 -6%
GBT
1355
Grove Bank & Trust
Florida
$265K +$108K +4,140 +68%
WPA
1356
Winning Points Advisors
Florida
$264K +$23.4K +900 +10%
SG
1357
Swarthmore Group
Pennsylvania
$264K +$264K +10,125 New
CA
1358
Continuum Advisory
Idaho
$263K -$68.7K -2,634 -21%
IIC
1359
Integrated Investment Consultants
Michigan
$263K +$5.39K +207 +2%
AAM
1360
American Asset Management
Florida
$262K +$5K +192 +2%
GC
1361
Grimes & Company
Massachusetts
$261K -$23.4K -897 -8%
TIM
1362
Tortoise Investment Management
New York
$261K – – –
IAMOG
1363
Investors Asset Management of Georgia
Georgia
$260K -$7.8K -300 -3%
GLI
1364
Guardian Life Insurance
New York
$260K -$1.02K -39 -0.4%
MC
1365
Matisse Capital
Oregon
$259K – – –
GEA
1366
Glen Eagle Advisors
New Jersey
$259K -$189K -7,260 -42%
CBOR
1367
Community Bank of Raymore
Missouri
$254K – – –
HBT
1368
Hills Bank & Trust
Iowa
$254K +$5.47K +210 +2%
TIA
1369
Tiemann Investment Advisors
California
$254K +$9.75K +375 +4%
SFG
1370
SNS Financial Group
Minnesota
$253K -$14.1K -543 -5%
SCM
1371
Southport Capital Management
Tennessee
$253K -$4.61K -177 -2%
CYG
1372
Clean Yield Group
Vermont
$252K – – –
UWPG
1373
Ullmann Wealth Partners Group
Florida
$252K +$8.19K +342 +3%
Lido Advisors
1374
Lido Advisors
California
$251K +$251K +8,634 New
HCM
1375
Hall Capital Management
Rhode Island
$250K -$7.81K -300 -3%
53 54
55
56 57