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Walmart
WMT

Overview Fund Activity

1,551 hedge funds and large institutions have $68.3B invested in Walmart in 2017 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 600 increasing their positions, 632 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+42
Holders Change %
+2.78%
% of All Funds
38.73%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.77%
New
126
Increased
600
Reduced
632
Closed
69
Calls
$1.12B
Puts
$1.24B
Net Calls
-$123M
Net Calls Change
+$377M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$424M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$187M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$163M
4
Millennium Management
Millennium Management
New York
+$143M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$130M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$309M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$225M
3
BBHC
Brown Brothers Harriman & Co
New York
-$204M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$156M
5
State Street
State Street
Massachusetts
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1451
Jacobus Wealth Management
Wisconsin
$137K -$15.1K -600 -10%
HIIFS
1452
Harel Insurance Investments & Financial Services
Israel
$136K -$99.8K -3,957 -42%
SNT
1453
Security National Trust
West Virginia
$134K – – –
ACM
1454
Armbruster Capital Management
New York
$129K -$15.2K -600 -11%
BRC
1455
Bell Rock Capital
Delaware
$129K +$129K +5,100 New
AWM
1456
Avior Wealth Management
Nebraska
$123K – – –
TDC
1457
Thompson Davis & Co
Virginia
$115K +$94.4K +3,756 +457%
APSP
1458
Asset Planning Services (Pennsylvania)
Pennsylvania
$114K – – –
GBBWRPM
1459
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$108K +$3.4K +135 +3%
WA
1460
Winfield Associates
Ohio
$104K +$5.68K +225 +6%
ABA
1461
American Beacon Advisors
Texas
$103K – – –
1832 Asset Management
1462
1832 Asset Management
Ontario, Canada
$102K -$94.7K -3,756 -48%
CIAN
1463
Capstone Investment Advisors (Netherlands)
New York
$99K +$99K +3,942 New
MWM
1464
MinichMacGregor Wealth Management
New York
$97K +$675 +27 +0.7%
MCM
1465
MV Capital Management
Maryland
$97K +$1.9K +75 +2%
HDIM
1466
Hanson & Doremus Investment Management
Vermont
$96K -$7.57K -300 -7%
NCM
1467
Nelson Capital Management
California
$94K -$30.2K -1,200 -24%
SAM
1468
Solaris Asset Management
New York
$91K – – –
ACM
1469
AUA Capital Management
Pennsylvania
$91K +$91K +3,600 New
CFG
1470
CKW Financial Group
Hawaii
$90K – – –
GRP
1471
Global Retirement Partners
California
$89K -$123K -4,854 -58%
GI
1472
Gradient Investments
Minnesota
$88K +$2.28K +90 +3%
AOWM
1473
Alpha Omega Wealth Management
Virginia
$87K – – –
AP
1474
Atwood & Palmer
Missouri
$83K +$75.5K +3,000 +1,000%
FC
1475
Ferris Capital
Massachusetts
$83K +$83K +3,291 New
57 58
59
60 61