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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
$7.05B
2
Wells Fargo
Wells Fargo
California
$997M
3
BFA
BlackRock Fund Advisors
California
$1.63B
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$789M
5
Asset Management One
Asset Management One
Japan
$190M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$96.3M
2
AIG
American International Group
New York
$49.3M
3
Deutsche Bank
Deutsche Bank
Germany
$335M
4
TCIM
TIAA CREF Investment Management
New York
$467M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$29.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
1576
Phocas Financial Corp
California
– -$559K -23,268 Closed
SSA
1577
Schonfeld Strategic Advisors
New York
– -$536K -22,287 Closed
Eagle Capital Management (New York)
1578
Eagle Capital Management (New York)
New York
– -$505K -21,000 Closed
HCM
1579
Hilton Capital Management
New York
– -$433K -18,000 Closed
BJL
1580
Brighton Jones LLC
Washington
– -$430K -17,889 Closed
PWP
1581
Private Wealth Partners
California
– -$422K -17,550 Closed
DAS
1582
Dynamic Advisor Solutions
Arizona
– -$411K -17,076 Closed
AWA
1583
AmeriServ Wealth Advisors
Pennsylvania
– -$409K -17,025 Closed
CIP
1584
Champlain Investment Partners
Vermont
– -$404K -16,800 Closed
LA
1585
Lucus Advisors
New York
– -$399K -16,617 Closed
RGNCM
1586
R.G. Niederhoffer Capital Management
New York
– -$361K -15,000 Closed
QI
1587
Quotient Investors
New York
– -$342K -14,217 Closed
FPCP
1588
Fort Point Capital Partners
California
– -$336K -13,989 Closed
HF
1589
HRT Financial
New York
– -$330K -13,761 Closed
EMG
1590
Ellington Management Group
Connecticut
– -$325K -13,500 Closed
Marshall Wace
1591
Marshall Wace
United Kingdom
– -$317K -13,185 Closed
JFA
1592
Johanson Financial Advisors
California
– -$312K -12,987 Closed
SCP
1593
Syntal Capital Partners
Texas
– -$307 -12,804 Closed
SIC
1594
Sigma Investment Counselors
Michigan
– -$303K -12,612 Closed
RIM
1595
Regent Investment Management
Kentucky
– -$302K -12,549 Closed
HFA
1596
High Falls Advisors
New York
– -$289K -12,021 Closed
VWM
1597
Venturi Wealth Management
Texas
– -$288K -12,000 Closed
OC
1598
Oarsman Capital
Wisconsin
– -$279K -11,625 Closed
ICM
1599
Ionic Capital Management
New York
– -$274K -11,400 Closed
LCS
1600
Levin Capital Strategies
New York
– -$266 -11,055 Closed
62 63
64
65 66