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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 %
IDBONY
1451
Israel Discount Bank of New York
New York
$47K +$47K +2,025 New
DVM
1452
Dreman Value Management
Florida
$43K -$813K -34,875 -95%
IWC
1453
Integrated Wealth Counsel
California
$42K – – –
SIG
1454
Stanford Investment Group
California
$42K +$12.2K +531 +41%
WIM
1455
Westside Investment Management
California
$41.1K +$41.1K +1,800 New
CAW
1456
Cornerstone Advisors (Washington)
Washington
$41K +$2.8K +120 +7%
CFD
1457
Creative Financial Designs
Indiana
$41K +$41K +1,848 New
HCM
1458
Highlander Capital Management
New Jersey
$40K – – –
IPC
1459
Independent Portfolio Consultants
Florida
$40K +$2.28K +99 +6%
AWM
1460
Avior Wealth Management
Nebraska
$39K -$41.8K -1,815 -52%
GWA
1461
Guidant Wealth Advisors
Illinois
$37K – – –
TFO
1462
Tarbox Family Office
California
$36K – – –
AP
1463
Atwood & Palmer
Missouri
$35K – – –
CWM
1464
Cranbrook Wealth Management
Michigan
$35K – – –
BWP
1465
Baldwin Wealth Partners
Massachusetts
$35K +$68 +3 +0.2%
NCM
1466
New Capital Management
Texas
$35K +$35K +1,524 New
GI
1467
Gradient Investments
Minnesota
$33K -$409 -18 -1%
CBT
1468
Central Bank & Trust
Kentucky
$33K – – –
LWA
1469
Lowe Wealth Advisors
Maryland
$32K +$6.9K +300 +27%
PO
1470
Private Ocean
California
$32K +$16K +675 +100%
SIAP
1471
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K +$32K +1,395 New
BKA
1472
Brick & Kyle Associates
Pennsylvania
$28K – – –
EWM
1473
Edge Wealth Management
New York
$27K – – –
CAM
1474
Close Asset Management
United Kingdom
$27K +$27K +1,185 New
MBT
1475
Monroe Bank & Trust
Michigan
$25K +$25K +1,056 New
57 58
59
60 61