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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 %
MCM
1426
MV Capital Management
Maryland
$86K +$8.59K +375 +11%
MWM
1427
Mascoma Wealth Management
New Hampshire
$86K +$86K +3,732 New
AA
1428
Ancora Advisors
Ohio
$85K +$85K +3,699 New
JFA
1429
JNBA Financial Advisors
Minnesota
$84K -$546K -23,589 -87%
CFG
1430
CKW Financial Group
Hawaii
$83K – – –
AAP
1431
Arax Advisory Partners
Colorado
$83K +$83K +3,594 New
ACM
1432
AUA Capital Management
Pennsylvania
$83K +$83K +3,600 New
AOWM
1433
Alpha Omega Wealth Management
Virginia
$80K – – –
BCM
1434
Blume Capital Management
California
$78K – – –
DSN
1435
D. Scott Neal
Kentucky
$74K – – –
CPP
1436
Crow Point Partners
Massachusetts
$69K -$54.5K -2,373 -44%
CWM
1437
Catamount Wealth Management
Connecticut
$69K – – –
WOC
1438
West Oak Capital
California
$65.7K – – –
IUHSA
1439
Itau Unibanco Holding S.A.
Brazil
$62K -$37.2K -1,620 -38%
SQA
1440
Simon Quick Advisors
New Jersey
$62K +$62K +2,700 New
GWS
1441
Glassman Wealth Services
Virginia
$60K +$10.3K +450 +21%
PWM
1442
Perigon Wealth Management
California
$58K -$86.4K -3,705 -60%
MIP
1443
Mondrian Investment Partners
United Kingdom
$57K – – –
KTC
1444
Kistler-Tiffany Companies
Pennsylvania
$55K -$24.6K -1,071 -31%
CFA
1445
CT Financial Advisors
Pennsylvania
$54.3K – – –
AFA
1446
Abacus FCF Advisors
Florida
$54K +$30.2K +1,308 +127%
FMP
1447
Financial Management Professionals
Texas
$53K – – –
EARNEST Partners
1448
EARNEST Partners
Georgia
$53K +$53K +2,322 New
WPA
1449
West Paces Advisors
Georgia
$51.3K +$51.3K +2,226 New
CPA
1450
Clear Perspective Advisors
Illinois
$51K +$51K +2,193 New
56 57
58
59 60