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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 %
EGA
1401
E&G Advisors
Texas
$227K -$86.1K -3,300 -28%
CA
1402
CapWealth Advisors
Tennessee
$227K -$2.89K -111 -1%
EAM
1403
Evanson Asset Management
California
$226K -$23.2K -891 -9%
FNFDCM
1404
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$225K -$46.9K -1,800 -17%
LC
1405
Loews Corp
New York
$225K – – –
CCFCSB
1406
Cape Cod Five Cents Savings Bank
Massachusetts
$224K -$35.1K -1,350 -14%
DK
1407
Darrell & King
Virginia
$224K – – –
GS
1408
Girard Securities
California
$223K -$97.2K -3,750 -30%
CIC
1409
Chilton Investment Company
Connecticut
$223K -$18.3K -702 -8%
NFG
1410
Nadler Financial Group
Illinois
$221K -$30.5K -1,170 -12%
CCM
1411
Canal Capital Management
Virginia
$221K +$2.89K +111 +1%
NERM
1412
New England Research & Management
Illinois
$220K -$123K -4,725 -36%
OAM
1413
Oberweis Asset Management
Illinois
$219K -$9.28K -357 -4%
HTHT
1414
Hemenway Trust Hemenway Trust
New Hampshire
$219K -$235 -9 -0.1%
NPA
1415
Nichols & Pratt Advisers
Massachusetts
$219K – – –
PIM
1416
Penobscot Investment Management
Massachusetts
$217K +$2.97K +114 +1%
AP
1417
Appleton Partners
Massachusetts
$217K +$217K +8,337 New
FIM
1418
Farmhouse Investment Management
California
$215K – – –
AI
1419
Accredited Investors
Minnesota
$215K +$215K +8,244 New
AWA
1420
Arete Wealth Advisors
Illinois
$212K +$212K +8,139 New
AWM
1421
Affinity Wealth Management
Delaware
$212K +$212K +8,142 New
TAM
1422
Trillium Asset Management
Massachusetts
$208K -$9.85K -378 -5%
PFA
1423
Paradigm Financial Advisors
Missouri
$207K – – –
FCCM
1424
First City Capital Management
Georgia
$206K +$156 +6 +0.1%
AMG
1425
Advisors Management Group
Wisconsin
$206K +$206K +7,911 New
55 56
57
58 59