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Walmart
WMT

Overview Fund Activity

1,556 hedge funds and large institutions have $70.8B invested in Walmart in 2017 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 619 increasing their positions, 631 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
+5
Holders Change %
+0.32%
% of All Funds
38.85%
Holding in Top 10
62
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.68%
% of All Funds
1.55%
New
103
Increased
619
Reduced
631
Closed
85
Calls
$1.13B
Puts
$1.45B
Net Calls
-$323M
Net Calls Change
-$200M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.84B
2
Morgan Stanley
Morgan Stanley
New York
$996M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.52B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.68B
5
Capital World Investors
Capital World Investors
California
$256M

Top Sellers

1
State Street
State Street
Massachusetts
$5.28B
2
BBHC
Brown Brothers Harriman & Co
New York
$22.3M
3
Millennium Management
Millennium Management
New York
$10.1M
4
American Century Companies
American Century Companies
Missouri
$563M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$72.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.28B +$23M +884,691 +0.3%
BlackRock
2
BlackRock
New York
$7.13B +$136M +5,226,675 +2%
State Street
3
State Street
Massachusetts
$5.28B -$319M -12,261,864 -6%
Bank of America
4
Bank of America
North Carolina
$1.84B +$575M +22,093,464 +46%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.68B +$279M +10,695,012 +20%
Dodge & Cox
6
Dodge & Cox
California
$1.65B -$15.1M -581,472 -0.9%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.52B +$336M +12,896,664 +28%
Northern Trust
8
Northern Trust
Illinois
$1.44B +$48.3M +1,855,836 +3%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$1.31B – – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.2B +$15M +576,000 +1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.16B +$17.6M +674,463 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.09B -$59.4M -2,282,337 -5%
Wells Fargo
13
Wells Fargo
California
$1.06B -$74.4M -2,855,715 -7%
Morgan Stanley
14
Morgan Stanley
New York
$996M +$365M +14,011,590 +58%
Gates Foundation Trust
15
Gates Foundation Trust
Washington
$907M – – –
AQR Capital Management
16
AQR Capital Management
Connecticut
$745M +$8.58M +327,357 +1%
Goldman Sachs
17
Goldman Sachs
New York
$744M +$28.1M +1,079,211 +4%
Charles Schwab
18
Charles Schwab
California
$710M -$13.9M -533,964 -2%
Ameriprise
19
Ameriprise
Minnesota
$697M +$3.53M +135,651 +0.5%
Legal & General Group
20
Legal & General Group
United Kingdom
$678M +$13M +499,614 +2%
Invesco
21
Invesco
Georgia
$677M +$49M +1,879,350 +8%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$577M +$121M +4,603,986 +27%
American Century Companies
23
American Century Companies
Missouri
$563M -$139M -5,354,901 -20%
TCIM
24
TIAA CREF Investment Management
New York
$529M +$5.07M +194,589 +1%
AllianceBernstein
25
AllianceBernstein
Tennessee
$515M +$66.2M +2,541,606 +15%
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