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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 %
1IA
1376
1834 Investment Advisors
Wisconsin
$250K -$78 -3 -0%
TCM
1377
Tufton Capital Management
Maryland
$250K +$13.6K +522 +6%
HDIM
1378
Hanson & Doremus Investment Management
Vermont
$250K +$151K +5,790 +152%
AHC
1379
Adell Harriman & Carpenter
Texas
$249K -$7.81K -300 -3%
PAG
1380
Pinnacle Advisory Group
Maryland
$248K -$1.72K -66 -0.7%
GAAM
1381
Guinness Atkinson Asset Management
California
$245K – – –
BONST
1382
Bank of Nova Scotia Trust
Ontario, Canada
$245K +$245K +9,420 New
SWM
1383
Segment Wealth Management
Texas
$243K +$29.5K +1,131 +14%
CF
1384
Corrigan Financial
Rhode Island
$242K +$14.4K +552 +6%
AIS
1385
Accurate Investment Solutions
Pennsylvania
$242K +$80.8K +3,105 +50%
HK
1386
Horizon Kinetics
New York
$242K +$242K +9,279 New
OA
1387
Oxbow Advisors
Texas
$241K -$4.68K -180 -2%
NB
1388
Nicolet Bankshares
Wisconsin
$239K – – –
GAM
1389
Garrison Asset Management
Arkansas
$237K -$13.3K -510 -5%
CCM
1390
Catawba Capital Management
Virginia
$237K – – –
RCM
1391
RNC Capital Management
California
$236K -$29.2K -1,122 -11%
YMRC
1392
Yorktown Management & Research Company
Virginia
$234K – – –
RMCM
1393
Reynders McVeigh Capital Management
Massachusetts
$233K +$3.91K +150 +2%
GAM
1394
Gemmer Asset Management
California
$232K +$469 +18 +0.2%
DSI
1395
Daiwa SB Investments
Japan
$232K +$57K +2,190 +33%
CL
1396
CPWM LLC
Washington
$231K -$186K -7,134 -45%
OSNBOA
1397
Old Second National Bank of Aurora
Illinois
$229K +$38.3K +1,476 +20%
SBL
1398
Sargent Bickham Lagudis
Colorado
$229K +$63K +2,415 +38%
SIM
1399
Sonora Investment Management
Arizona
$229K +$7.97K +306 +4%
WIA
1400
Westbourne Investment Advisors
Maryland
$228K -$30.2K -1,161 -12%
54 55
56
57 58