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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 %
SIA
1526
Sit Investment Associates
Minnesota
$18K – – –
QAM
1527
QCI Asset Management
New York
$17K -$7.32K -279 -30%
MCIA
1528
Mountain Capital Investment Advisors
Colorado
$16K -$5.28K -198 -25%
PS
1529
Portfolio Solutions
Michigan
$16K – – –
CP
1530
Corbenic Partners
Pennsylvania
$16K +$76 +3 +0.5%
BAM
1531
Barrett Asset Management
New York
$15K – – –
AWMS
1532
Advocacy Wealth Management Services
Georgia
$15K +$7.5K +300 +100%
MWM
1533
Mascoma Wealth Management
New Hampshire
$14K – – –
MUS
1534
Mitsubishi UFJ Securities
Japan
$13K – – –
PCFFS
1535
Pacific Center for Financial Services
California
$13K – – –
OAJ
1536
Ogorek Anthony Joseph
New York
$12K – – –
SIAS
1537
Shine Investment Advisory Services
Colorado
$9K – – –
VCM
1538
Vigilant Capital Management
Maine
$8K -$29.8K -1,116 -79%
AA
1539
AlphaMark Advisors
Kentucky
$8K – – –
IP
1540
Isthmus Partners
Wisconsin
$8K – – –
TWMP
1541
Taylor Wealth Management Partners
Massachusetts
$8K – – –
CIM
1542
Contravisory Investment Management
Massachusetts
$8K +$8K +300 New
BCI
1543
Brinker Capital Investments
Pennsylvania
$8K +$8K +300 New
PWPCM
1544
Perella Weinberg Partners Capital Management
New York
$7.13K +$1.01K +38,655 +16%
WAS
1545
Winch Advisory Services
Wisconsin
$6K +$6K +216 New
Walleye Trading
1546
Walleye Trading
New York
$5.06K +$5.06K +194,316 New
CFA
1547
Camarda Financial Advisors
Florida
$5K – – –
CWM
1548
Cedar Wealth Management
California
$4K – – –
NR
1549
Newfound Research
Massachusetts
$3K +$231 +9 +8%
MIM
1550
Macroview Investment Management
Maryland
$2K – – –
60 61
62
63 64