WMT icon

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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.05B +$421M +18,280,797 +6%
State Street
2
State Street
Massachusetts
$5.03B +$139M +6,035,487 +3%
BIT
3
BlackRock Institutional Trust
California
$2.91B +$17.9M +777,507 +0.6%
BFA
4
BlackRock Fund Advisors
California
$1.63B +$254M +11,045,025 +18%
Dodge & Cox
5
Dodge & Cox
California
$1.5B -$78.5M -3,407,496 -5%
Bank of America
6
Bank of America
North Carolina
$1.39B +$121M +5,230,689 +9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.21B -$188M -8,180,217 -13%
Northern Trust
8
Northern Trust
Illinois
$1.21B +$4.47M +193,998 +0.4%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$1.16B – – –
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$1.01B -$34.9M -1,516,500 -3%
Wells Fargo
11
Wells Fargo
California
$997M +$267M +11,603,361 +37%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$983M +$44.2M +1,921,026 +5%
BG
13
BlackRock Group
United Kingdom
$940M +$78.3M +3,397,929 +9%
Gates Foundation Trust
14
Gates Foundation Trust
Washington
$802M – – –
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$789M +$205M +8,908,743 +35%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$785M -$61.7M -2,678,397 -7%
Morgan Stanley
17
Morgan Stanley
New York
$709M +$163M +7,087,392 +30%
Invesco
18
Invesco
Georgia
$684M +$26.8M +1,163,814 +4%
American Century Companies
19
American Century Companies
Missouri
$676M +$20M +867,180 +3%
Goldman Sachs
20
Goldman Sachs
New York
$640M -$78.6M -3,410,739 -11%
AQR Capital Management
21
AQR Capital Management
Connecticut
$609M +$117M +5,069,382 +24%
Charles Schwab
22
Charles Schwab
California
$601M +$17.2M +747,033 +3%
Ameriprise
23
Ameriprise
Minnesota
$565M -$26.3M -1,140,270 -4%
Legal & General Group
24
Legal & General Group
United Kingdom
$564M +$1.41M +61,011 +0.2%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$481M -$16.1M -696,471 -3%
1
2 3 4 5