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Walmart
WMT

Overview Fund Activity

1,509 hedge funds and large institutions have $65B invested in Walmart in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 571 increasing their positions, 665 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
-11
Holders Change %
-0.72%
% of All Funds
37.62%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.75%
New
99
Increased
571
Reduced
665
Closed
96
Calls
$832M
Puts
$1.33B
Net Calls
-$500M
Net Calls Change
+$142M

Top Buyers

1
BlackRock
BlackRock
New York
+$6.23B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$230M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$187M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$161M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$147M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$185M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$121M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$109M
4
PPA
Parametric Portfolio Associates
Washington
-$101M
5
Morgan Stanley
Morgan Stanley
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAPIM
201
British Airways Pensions Investment Management
United Kingdom
$32.5M +$32.5M +1,353,783 New
AAMU
202
Amundi Asset Management US
Massachusetts
$32M -$410K -17,082 -1%
TPSF
203
Texas Permanent School Fund
Texas
$31.7M -$801K -33,339 -2%
PI
204
PineBridge Investments
New York
$31.5M +$3.48M +144,879 +12%
Toronto Dominion Bank
205
Toronto Dominion Bank
Ontario, Canada
$31.3M +$10.5M +437,988 +51%
CTB
206
Country Trust Bank
Illinois
$30.4M -$935K -38,925 -3%
TAM
207
Tocqueville Asset Management
New York
$30.2M -$58K -2,412 -0.2%
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$29.4M -$551K -22,941 -2%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$29.4M +$4.13M +171,912 +16%
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$29M -$3.24M -134,781 -10%
CEP
211
Chicago Equity Partners
Illinois
$28.3M -$8.44M -351,465 -23%
Nomura Asset Management
212
Nomura Asset Management
Japan
$28.1M +$119K +4,944 +0.4%
JPMPWA
213
J.P. Morgan Private Wealth Advisors
California
$28M +$1.66M +69,060 +6%
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$28M +$44.2K +1,839 +0.2%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$27.9M -$755K -31,440 -3%
MNA
216
Manning & Napier Advisors
New York
$27.3M +$1.5M +62,319 +6%
RAM
217
RWC Asset Management
United Kingdom
$26.8M -$181K -7,536 -0.7%
Millennium Management
218
Millennium Management
New York
$26.5M +$26.5M +1,102,185 New
PCA
219
Personal Capital Advisors
California
$26.2M +$3.15M +133,479 +14%
HIMCH
220
Hartford Investment Management Co (HIMCO)
Connecticut
$25.8M -$2.66M -110,538 -9%
Luther King Capital Management (LKCM)
221
Luther King Capital Management (LKCM)
Texas
$25.6M -$357K -14,844 -1%
RCM
222
Riverhead Capital Management
Delaware
$25.6M +$4.23M +176,058 +20%
QI
223
QS Investors
New York
$25.5M -$7.11M -295,806 -22%
WM
224
WS Management
Florida
$25.2M -$12.7M -530,100 -34%
GCM
225
Gabalex Capital Management
New York
$25.2M – – –
7 8
9
10 11