WMT icon

Walmart
WMT

Overview Fund Activity

1,509 hedge funds and large institutions have $65B invested in Walmart in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 571 increasing their positions, 665 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
-11
Holders Change %
-0.72%
% of All Funds
37.62%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.75%
New
99
Increased
571
Reduced
665
Closed
96
Calls
$832M
Puts
$1.33B
Net Calls
-$500M
Net Calls Change
+$142M

Top Buyers

1
BlackRock
BlackRock
New York
+$6.23B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$230M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$187M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$161M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$147M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$185M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$121M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$109M
4
PPA
Parametric Portfolio Associates
Washington
-$101M
5
Morgan Stanley
Morgan Stanley
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
LYV
1501
Live Your Vision
Pennsylvania
$2K – – –
NR
1502
Newfound Research
Massachusetts
$2K +$294 +15 +17%
CCM
1503
Cohen Capital Management
California
$2K +$2K +81 New
FFW
1504
Fusion Family Wealth
New York
$1K -$6.67K -300 -87%
BCI
1505
Brinker Capital Investments
Pennsylvania
$1K – – –
WCM
1506
Wealthcare Capital Management
Virginia
$1K – – –
SLF
1507
Sun Life Financial
Ontario, Canada
$810 +$28 +6 +4%
AUB
1508
Atlantic Union Bankshares
Virginia
$635 -$10 -420 -2%
NDSI
1509
Newman Dignan & Sheerar Inc
Rhode Island
$254 -$45 -1,875 -15%
CT
1510
Chicago Trust
Illinois
$230 +$7 +285 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
1511
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$81.3M -3,534,486 Closed
AACR
1512
ACR Alpine Capital Research
Missouri
– -$79.1M -3,433,626 Closed
HCM
1513
Highfields Capital Management
Massachusetts
– -$69.1M -3,000,000 Closed
CFC
1514
Cincinnati Financial Corp
Ohio
– -$51.2M -2,222,214 Closed
SCM
1515
Snow Capital Management
Pennsylvania
– -$37.6M -1,632,261 Closed
CI
1516
Cincinnati Insurance
Ohio
– -$33.6M -1,458,600 Closed
Two Sigma Advisers
1517
Two Sigma Advisers
New York
– -$29.5M -1,282,320 Closed
Capital International Investors
1518
Capital International Investors
California
– -$19.7M -852,900 Closed
SC
1519
Sculptor Capital
New York
– -$17.3M -750,672 Closed
CIM
1520
Corda Investment Management
Texas
– -$15.9M -690,297 Closed
QC
1521
Quadrature Capital
United Kingdom
– -$14.8M -640,935 Closed
QT
1522
Quantbot Technologies
New York
– -$11.4M -496,506 Closed
PMAM
1523
Picton Mahoney Asset Management
Ontario, Canada
– -$11.3M -492,600 Closed
FIM
1524
Frontier Investment Management
Texas
– -$11.3M -492,264 Closed
CIBC World Market
1525
CIBC World Market
Ontario, Canada
– -$9.71M -421,254 Closed
59 60
61
62 63