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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 %
CPIG
1451
Chicago Partners Investment Group
Illinois
$146K -$57.3K -2,205 -28%
JWM
1452
Jacobus Wealth Management
Wisconsin
$142K – – –
DOA
1453
D'Orazio & Associates
Virginia
$139K -$15.7K -600 -10%
AWM
1454
Avior Wealth Management
Nebraska
$135K +$8.44K +324 +7%
ACM
1455
Armbruster Capital Management
New York
$133K – – –
BRC
1456
Bell Rock Capital
Delaware
$133K – – –
PWM
1457
Perigon Wealth Management
California
$130K +$65.6K +2,523 +102%
LF
1458
Lee Financial
Texas
$129K -$35.8K -1,371 -22%
APSP
1459
Asset Planning Services (Pennsylvania)
Pennsylvania
$127K +$8.76K +336 +7%
GBBWRPM
1460
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$111K – – –
ABA
1461
American Beacon Advisors
Texas
$107K – – –
WA
1462
Winfield Associates
Ohio
$107K – – –
MCM
1463
MV Capital Management
Maryland
$104K +$3.85K +147 +4%
MWM
1464
MinichMacGregor Wealth Management
New York
$101K +$156 +6 +0.2%
NCM
1465
Nelson Capital Management
California
$99K +$2.11K +81 +2%
SNT
1466
Security National Trust
West Virginia
$98K -$40K -1,530 -29%
SAM
1467
Solaris Asset Management
New York
$94K – – –
CFG
1468
CKW Financial Group
Hawaii
$94K – – –
ACM
1469
AUA Capital Management
Pennsylvania
$94K – – –
AOWM
1470
Alpha Omega Wealth Management
Virginia
$90K – – –
JFA
1471
JNBA Financial Advisors
Minnesota
$90K +$11.5K +444 +15%
AP
1472
Atwood & Palmer
Missouri
$86K – – –
PCTC
1473
Perkins Coie Trust Company
Washington
$85K – – –
DSN
1474
D. Scott Neal
Kentucky
$84K – – –
FPS
1475
Fieldpoint Private Securities
Connecticut
$82K -$113K -4,350 -58%
57 58
59
60 61