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Walmart
WMT

Overview Fund Activity

1,551 hedge funds and large institutions have $68.3B invested in Walmart in 2017 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 600 increasing their positions, 632 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+42
Holders Change %
+2.78%
% of All Funds
38.73%
Holding in Top 10
71
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.43%
% of All Funds
1.77%
New
126
Increased
600
Reduced
632
Closed
69
Calls
$1.12B
Puts
$1.24B
Net Calls
-$123M
Net Calls Change
+$377M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.36B
2
Two Sigma Advisers
Two Sigma Advisers
New York
$187M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.15B
4
Millennium Management
Millennium Management
New York
$171M
5
AllianceBernstein
AllianceBernstein
Tennessee
$435M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.22B
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.7M
3
BBHC
Brown Brothers Harriman & Co
New York
$195M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.3M
5
State Street
State Street
Massachusetts
$5.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8B +$33.3M +1,321,029 +0.4%
BlackRock
2
BlackRock
New York
$6.78B -$121M -4,780,590 -2%
State Street
3
State Street
Massachusetts
$5.43B -$142M -5,615,460 -3%
Dodge & Cox
4
Dodge & Cox
California
$1.61B -$10.3M -406,671 -0.6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.36B +$424M +16,826,355 +45%
Northern Trust
6
Northern Trust
Illinois
$1.35B -$46.5M -1,843,698 -3%
State Farm Mutual Automobile Insurance
7
State Farm Mutual Automobile Insurance
Illinois
$1.27B – – –
Bank of America
8
Bank of America
North Carolina
$1.22B -$309M -12,252,213 -20%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.15B +$163M +6,459,792 +17%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.15B -$14.2M -562,782 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.11B -$88.9M -3,524,448 -7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.1B +$43.9M +1,741,119 +4%
Wells Fargo
13
Wells Fargo
California
$1.09B +$17.4M +690,210 +2%
Gates Foundation Trust
14
Gates Foundation Trust
Washington
$878M – – –
AQR Capital Management
15
AQR Capital Management
Connecticut
$709M +$85.8M +3,400,842 +14%
Charles Schwab
16
Charles Schwab
California
$701M +$13.2M +522,888 +2%
Goldman Sachs
17
Goldman Sachs
New York
$694M -$46.9M -1,860,105 -6%
American Century Companies
18
American Century Companies
Missouri
$681M -$79.2M -3,138,066 -10%
Ameriprise
19
Ameriprise
Minnesota
$672M +$46M +1,823,481 +7%
Legal & General Group
20
Legal & General Group
United Kingdom
$644M -$6.53M -258,693 -1%
Morgan Stanley
21
Morgan Stanley
New York
$611M -$58.5M -2,317,476 -9%
Invesco
22
Invesco
Georgia
$608M -$68.5M -2,713,773 -10%
TCIM
23
TIAA CREF Investment Management
New York
$508M +$11.7M +463,737 +2%
Swiss National Bank
24
Swiss National Bank
Switzerland
$470M +$10.4M +410,400 +2%
Fisher Asset Management
25
Fisher Asset Management
Washington
$443M +$41.2M +1,634,076 +10%
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