WMT icon

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 %
NSB
1476
Norway Savings Bank
Maine
$25K +$25K +1,086 New
RBC
1477
Roble Belko & Company
Pennsylvania
$23K -$14.6K -621 -39%
KLWA
1478
Kelly Lawrence W & Associates
California
$23K – – –
Loomis, Sayles & Company
1479
Loomis, Sayles & Company
Massachusetts
$21K -$184K -8,067 -90%
ARMC
1480
American Research & Management Company
Massachusetts
$21K – – –
TDC
1481
Thompson Davis & Co
Virginia
$19K -$25K -1,080 -57%
CHP
1482
Cable Hill Partners
Oregon
$18K -$11.8K -492 -40%
HR
1483
Howe & Rusling
New York
$18K -$903 -39 -5%
BAM
1484
Barrett Asset Management
New York
$17K +$14.2K +600 +500%
QAM
1485
QCI Asset Management
New York
$16K – – –
CP
1486
Corbenic Partners
Pennsylvania
$14K – – –
CCMIC
1487
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$14K +$14K +600 New
LS
1488
Livforsakringsbolaget Skandia
Sweden
$13.2K +$8.16K +354,186 +163%
RFWA
1489
RPg Family Wealth Advisory
Massachusetts
$13.1K -$3.39K -147 -21%
PRS
1490
Pinkerton Retirement Specialists
Idaho
$13K – – –
HCC
1491
Hirtle Callaghan & Co
Pennsylvania
$12K -$398K -18,087 -97%
DPA
1492
Delphi Private Advisors
California
$12K -$2.81K -123 -19%
TCM
1493
TD Capital Management
Tennessee
$12K – – –
OAJ
1494
Ogorek Anthony Joseph
New York
$11K – – –
TWMP
1495
Taylor Wealth Management Partners
Massachusetts
$10K -$3.33K -150 -25%
MUS
1496
Mitsubishi UFJ Securities
Japan
$8K -$24.7K -1,110 -76%
CPIG
1497
Chicago Partners Investment Group
Illinois
$8K – – –
PCFFS
1498
Pacific Center for Financial Services
California
$8K +$8K +336 New
SIA
1499
Sit Investment Associates
Minnesota
$8K +$8K +357 New
AWMS
1500
Advocacy Wealth Management Services
Georgia
$7K -$21K -900 -75%
58 59
60
61 62