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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 %
AA
1501
AlphaMark Advisors
Kentucky
$7K – – –
IP
1502
Isthmus Partners
Wisconsin
$7K – – –
FFW
1503
Fusion Family Wealth
New York
$7K +$7K +345 New
PCTC
1504
Perkins Coie Trust Company
Washington
$6K – – –
SCA
1505
Stuart Chaussee & Associates
California
$6K – – –
RI
1506
Redwood Investments
Massachusetts
$4K -$23.5M -935,865 -100%
CFA
1507
Camarda Financial Advisors
Florida
$4K – – –
CWM
1508
Cedar Wealth Management
California
$4K – – –
AWM
1509
Arbor Wealth Management
Florida
$3.96K -$77 -3,423 -2%
CIM
1510
Contravisory Investment Management
Massachusetts
$3K – – –
WAS
1511
WESPAC Advisors SoCal
California
$2K – – –
MIM
1512
Macroview Investment Management
Maryland
$2K – – –
LYV
1513
Live Your Vision
Pennsylvania
$2K – – –
CF
1514
CenterStar Fund
Illinois
$2K -$138K – –
NR
1515
Newfound Research
Massachusetts
$2K +$138 +6 +7%
ED
1516
Exane Derivatives
France
$1.8K +$1.8K +78 New
BCI
1517
Brinker Capital Investments
Pennsylvania
$1K -$200 -12 -17%
WCM
1518
Wealthcare Capital Management
Virginia
$1K – – –
SLF
1519
Sun Life Financial
Ontario, Canada
$807 +$807 +168 New
PK
1520
Pflug Koory
Nebraska
$300 +$300 +13,035 New
FPF
1521
FNY Partners Fund
New York
$39 +$39 +1,677 New
MTB
1522
Mizuho Trust & Banking
Japan
– -$183M -7,595,562 Closed
Millennium Management
1523
Millennium Management
New York
– -$133M -5,534,628 Closed
SH
1524
Svenska Handelsbanken
Sweden
– -$64.9M -2,700,000 Closed
RCG
1525
Ruane, Cunniff & Goldfarb
New York
– -$64.6M -2,687,469 Closed
59 60
61
62 63