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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 %
CFD
1501
Creative Financial Designs
Indiana
$45K +$77 +3 +0.2%
TFO
1502
Tarbox Family Office
California
$45K +$4.18K +159 +10%
RCG
1503
Ruggie Capital Group
Florida
$44K +$6.39K +246 +17%
GWA
1504
Guidant Wealth Advisors
Illinois
$43K – – –
CPA
1505
Clear Perspective Advisors
Illinois
$41K -$2.41K -93 -6%
HMS
1506
Hanseatic Management Services
New Mexico
$41K +$41K +1,581 New
BWP
1507
Baldwin Wealth Partners
Massachusetts
$40K – – –
CWM
1508
Cranbrook Wealth Management
Michigan
$40K – – –
NCM
1509
New Capital Management
Texas
$40K – – –
SMG
1510
Spectrum Management Group
Indiana
$39K +$39K +1,500 New
IDBONY
1511
Israel Discount Bank of New York
New York
$39K +$39K +1,500 New
CAW
1512
Cornerstone Advisors (Washington)
Washington
$36K +$6.37K +243 +21%
CBT
1513
Central Bank & Trust
Kentucky
$35K – – –
EWM
1514
Edge Wealth Management
New York
$31K – – –
LWA
1515
Lowe Wealth Advisors
Maryland
$29K +$155 +6 +0.5%
RAM
1516
Riggs Asset Management
Pennsylvania
$28K -$31.8K -1,200 -53%
NSB
1517
Norway Savings Bank
Maine
$28K – – –
FMA
1518
FNY Managed Accounts
New York
$26K -$16.4K -645 -39%
RBC
1519
Roble Belko & Company
Pennsylvania
$26K – – –
HS
1520
Horan Securities
United States
$24K – – –
ARMC
1521
American Research & Management Company
Massachusetts
$23K – – –
CAM
1522
Close Asset Management
United Kingdom
$23K – – –
IR
1523
Invictus RG
Bermuda
$22K -$633K -24,528 -97%
HR
1524
Howe & Rusling
New York
$20K -$17.8K -693 -47%
SIA
1525
Sit Investment Associates
Minnesota
$18K – – –
59 60
61
62 63