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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 %
AL
1426
Aspiriant LLC
California
$204K +$204K +7,824 New
BOS
1427
Bank of Stockton
California
$204K +$204K +7,860 New
SA
1428
Sicart Associates
New York
$203K +$203K +7,800 New
SFM
1429
Signature Financial Management
Virginia
$203K +$203K +10,488 New
SAM
1430
Shamrock Asset Management
Texas
$201K -$15.9K -609 -7%
AAP
1431
Arax Advisory Partners
Colorado
$195K -$27.2K -1,050 -12%
IAM
1432
Iridian Asset Management
Connecticut
$195K – – –
AC
1433
Alexandria Capital
Virginia
$184K -$12.7K -486 -6%
MFT
1434
Moisand Fitzgerald Tamayo
Florida
$183K +$183K +7,029 New
ECM
1435
Exchange Capital Management
Michigan
$182K +$2.34K +90 +1%
BWA
1436
Burt Wealth Advisors
Maryland
$181K -$17.6K -678 -9%
GRP
1437
Global Retirement Partners
California
$181K +$89.2K +3,420 +97%
TCM
1438
TD Capital Management
Tennessee
$180K -$15.6K -600 -8%
SWA
1439
Sutton Wealth Advisors
Florida
$179K -$391 -15 -0.2%
AIP
1440
Almanack Investment Partners
Pennsylvania
$179K +$25.8K +990 +17%
SC
1441
SRB Corp
Massachusetts
$173K -$6.8K -261 -4%
CHP
1442
Cable Hill Partners
Oregon
$168K +$166K +6,369 +8,165%
WA
1443
WealthTrust-Arizona
Arizona
$167K -$157 -6 -0.1%
KTC
1444
Kistler-Tiffany Companies
Pennsylvania
$165K +$15.6K +600 +10%
VCM
1445
Versant Capital Management
Arizona
$162K -$14.9K -573 -8%
FWM
1446
Focused Wealth Management
New York
$161K -$180K -6,900 -53%
AIM
1447
Arcadia Investment Management
Michigan
$154K -$27.4K -1,050 -15%
MRCM
1448
M&R Capital Management
New Jersey
$154K – – –
SFFS
1449
Stonehage Fleming Financial Services
Jersey
$153K +$153K +5,880 New
HI
1450
Hudock Inc
Pennsylvania
$148K +$3.98K +153 +3%
56 57
58
59 60