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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 %
MFBTD
1476
MB Financial Bank - Trust Department
Illinois
$80K – – –
Members Trust
1477
Members Trust
Florida
$78K +$76.5K +1,500,600 +5,083%
EWM
1478
Endurance Wealth Management
Rhode Island
$77K – – –
WOC
1479
West Oak Capital
California
$74.2K – – –
BWL
1480
Bogart Wealth LLC
Virginia
$74K +$74K +2,745 New
WIM
1481
Westside Investment Management
California
$73.8K +$81 +3 +0.1%
BCM
1482
Blume Capital Management
California
$70K -$7.78K -300 -10%
PVH
1483
Psagot Value Holdings
Israel
$70K – – –
LC
1484
Landaas & Company
Wisconsin
$68K +$68K +2,619 New
MIP
1485
Mondrian Investment Partners
United Kingdom
$64K – – –
TJHA
1486
Thomas J. Herzfeld Advisors
Florida
$64K +$311 +12 +0.5%
SIAP
1487
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$63K – – –
OFS
1488
Orrstown Financial Services
Pennsylvania
$63K +$43.3K +1,650 +220%
MIFH
1489
Migdal Insurance & Financial Holdings
Israel
$62K -$253K -13,695 -80%
WAP
1490
Wealthcare Advisory Partners
Pennsylvania
$61K +$61K +2,322 New
FMP
1491
Financial Management Professionals
Texas
$60K – – –
WWM
1492
Willingdon Wealth Management
North Carolina
$59K +$59K +2,250 New
AFNAS
1493
American Financial Network Advisory Services
California
$59K +$59K +2,277 New
WPA
1494
West Paces Advisors
Georgia
$58K – – –
TDC
1495
Thompson Davis & Co
Virginia
$54K -$66.3K -2,523 -55%
MIC
1496
MU Investments Company
Japan
$54K -$11.1K -420 -17%
GWS
1497
Glassman Wealth Services
Virginia
$50K +$392 +15 +0.8%
Financial Engines Advisors
1498
Financial Engines Advisors
California
$48K +$48K +1,830 New
HCA
1499
Horan Capital Advisors
Ohio
$47K +$47K +1,803 New
IGGA
1500
Iron Gate Global Advisors
Utah
$46K +$46K +1,800 New
58 59
60
61 62