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Walmart
WMT

Overview Fund Activity

1,551 hedge funds and large institutions have $68.3B invested in Walmart in 2017 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 600 increasing their positions, 632 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+42
Holders Change %
+2.78%
% of All Funds
38.73%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.77%
New
126
Increased
600
Reduced
632
Closed
69
Calls
$1.12B
Puts
$1.24B
Net Calls
-$123M
Net Calls Change
+$377M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$424M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$187M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$163M
4
Millennium Management
Millennium Management
New York
+$143M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$130M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$309M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$225M
3
BBHC
Brown Brothers Harriman & Co
New York
-$204M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$156M
5
State Street
State Street
Massachusetts
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1526
Sit Investment Associates
Minnesota
$17K +$8.01K +318 +89%
CP
1527
Corbenic Partners
Pennsylvania
$16K +$230 +9 +1%
PS
1528
Portfolio Solutions
Michigan
$15K – – –
BAM
1529
Barrett Asset Management
New York
$14K +$11.1K +450 +375%
MWM
1530
Mascoma Wealth Management
New Hampshire
$13K -$74.3K -3,000 -85%
PCFFS
1531
Pacific Center for Financial Services
California
$13K +$4.28K +165 +49%
MUS
1532
Mitsubishi UFJ Securities
Japan
$13K +$8.41K +330 +183%
HCC
1533
Hirtle Callaghan & Co
Pennsylvania
$12K -$2.96K -108 -20%
OAJ
1534
Ogorek Anthony Joseph
New York
$12K – – –
AA
1535
AlphaMark Advisors
Kentucky
$8K – – –
AWMS
1536
Advocacy Wealth Management Services
Georgia
$8K – – –
TWMP
1537
Taylor Wealth Management Partners
Massachusetts
$8K – – –
IP
1538
Isthmus Partners
Wisconsin
$8K – – –
SIAS
1539
Shine Investment Advisory Services
Colorado
$8K +$8K +327 New
CFA
1540
Camarda Financial Advisors
Florida
$5K – – –
CWM
1541
Cedar Wealth Management
California
$4K – – –
RI
1542
Redwood Investments
Massachusetts
$4K – – –
NR
1543
Newfound Research
Massachusetts
$3K +$167 +6 +6%
CHP
1544
Cable Hill Partners
Oregon
$2K -$17.3K -675 -90%
WAS
1545
WESPAC Advisors SoCal
California
$2K -$10.7K -465 -84%
MIM
1546
Macroview Investment Management
Maryland
$2K – – –
LYV
1547
Live Your Vision
Pennsylvania
$2K – – –
WCM
1548
Wealthcare Capital Management
Virginia
$1K – – –
FFW
1549
Fusion Family Wealth
New York
$1K – – –
AUB
1550
Atlantic Union Bankshares
Virginia
$625 -$42 -1,677 -6%
60 61
62
63 64