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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
+$421M
2
Wells Fargo
Wells Fargo
California
+$267M
3
BFA
BlackRock Fund Advisors
California
+$254M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$205M
5
Asset Management One
Asset Management One
Japan
+$175M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$800M
2
AIG
American International Group
New York
-$456M
3
Deutsche Bank
Deutsche Bank
Germany
-$225M
4
TCIM
TIAA CREF Investment Management
New York
-$209M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
1601
CSS LLC
Illinois
– -$252K -10,500 Closed
NCCM
1602
Nine Chapters Capital Management
New Jersey
– -$231K -9,600 Closed
BCB
1603
Brian C. Broderick
– -$224K -9,300 Closed
WAS
1604
Winch Advisory Services
Wisconsin
– -$222K -9,222 Closed
WIA
1605
Westbourne Investment Advisors
Maryland
– -$218K -9,084 Closed
ANB
1606
Amarillo National Bank
Texas
– -$211K -8,772 Closed
NPF
1607
Norris Perne & French
Michigan
– -$210K -8,721 Closed
LC
1608
Loews Corp
New York
– -$207K -8,625 Closed
LIA
1609
LBMC Investment Advisors
Tennessee
– -$207K -8,616 Closed
WPW
1610
Waldron Private Wealth
Pennsylvania
– -$204K -8,514 Closed
PIM
1611
Penobscot Investment Management
Massachusetts
– -$204K -8,499 Closed
CC
1612
Capital Counsel
New York
– -$204K -8,490 Closed
NPA
1613
Nichols & Pratt Advisers
Massachusetts
– -$202K -8,400 Closed
VCAM
1614
Van Cleef Asset Management
Ohio
– -$200K -8,325 Closed
SMH
1615
Sanders Morris Harris
Texas
– -$217K -8,262 Closed
MWP
1616
MYCIO Wealth Partners
Pennsylvania
– -$191K -7,932 Closed
BBPWM
1617
Blue Bell Private Wealth Management
Pennsylvania
– -$186K -7,728 Closed
KA
1618
Klingman & Associates
New York
– -$135K -5,610 Closed
PFG
1619
Piershale Financial Group
Illinois
– -$116K -4,836 Closed
BA
1620
BKS Advisors
Michigan
– -$110K -4,584 Closed
HCA
1621
Harbour Capital Advisors
Virginia
– -$103K -4,299 Closed
FNBSF
1622
First National Bank Sioux Falls
South Dakota
– -$87K -3,687 Closed
CPA
1623
Cowen Prime Advisors
New York
– -$86K -3,570 Closed
KCP
1624
KDI Capital Partners
North Carolina
– -$72K -3,000 Closed
HIM
1625
Hillsdale Investment Management
Ontario, Canada
– -$50K -2,100 Closed
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