WMT icon

Walmart
WMT

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$421M
2
Wells Fargo
Wells Fargo
California
+$267M
3
BFA
BlackRock Fund Advisors
California
+$254M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$205M
5
Asset Management One
Asset Management One
Japan
+$175M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$800M
2
AIG
American International Group
New York
-$456M
3
Deutsche Bank
Deutsche Bank
Germany
-$225M
4
TCIM
TIAA CREF Investment Management
New York
-$209M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
1376
Corrigan Financial
Rhode Island
$201K -$13.8K -600 -6%
DCM
1377
Donaldson Capital Management
Indiana
$201K -$6.76K -294 -3%
KL
1378
Kinsight LLC
Alabama
$201K – – –
NYLT
1379
New York Life Trust
New York
$201K +$2.97K +129 +1%
AP
1380
Appleton Partners
Massachusetts
$201K +$201K +8,742 New
DSI
1381
Daiwa SB Investments
Japan
$198K -$5.54K -240 -3%
GRP
1382
Global Retirement Partners
California
$191K +$191K +8,313 New
TG
1383
TLP Group
Illinois
$187K +$64.7K +2,808 +53%
MRCM
1384
M&R Capital Management
New Jersey
$178K +$12K +525 +7%
WA
1385
WealthTrust-Arizona
Arizona
$176K – – –
LA
1386
Legacy Advisors
Pennsylvania
$176K +$176K +7,590 New
SIM
1387
Sonora Investment Management
Arizona
$175K +$6.91K +300 +4%
AC
1388
Alexandria Capital
Virginia
$172K -$104K -4,500 -38%
SC
1389
SRB Corp
Massachusetts
$169K +$19.6K +852 +13%
HI
1390
Hendershot Investments
Virginia
$165K +$12.6K +546 +8%
VCM
1391
Versant Capital Management
Arizona
$164K -$29.5K -1,287 -15%
VFA
1392
Virtus Fund Advisers
Connecticut
$164K – – –
SWA
1393
Sutton Wealth Advisors
Florida
$161K -$2.35K -102 -1%
AIM
1394
Arcadia Investment Management
Michigan
$161K -$48.3K -2,100 -23%
JWM
1395
Jacobus Wealth Management
Wisconsin
$160K – – –
ACM
1396
Armbruster Capital Management
New York
$159K -$13.8K -600 -8%
VIA
1397
Vantage Investment Advisors
Pennsylvania
$159K +$12.5K +540 +8%
PIM
1398
Parasol Investment Management
Illinois
$158K +$6.56K +285 +4%
BTIS
1399
BB&T Investment Services
North Carolina
$157K +$157K +6,900 New
KT
1400
Kanaly Trust
Texas
$155K -$483 -21 -0.3%
54 55
56
57 58