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Walmart
WMT

Overview Fund Activity

1,775 hedge funds and large institutions have $87.8B invested in Walmart in 2017 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 568 increasing their positions, 676 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,775
Holders Change
+219
Holders Change %
+14.07%
% of All Funds
40.31%
Holding in Top 10
112
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+80.65%
% of All Funds
2.54%
New
310
Increased
568
Reduced
676
Closed
74
Calls
$1.79B
Puts
$2.13B
Net Calls
-$347M
Net Calls Change
-$24.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.39B
2
Goldman Sachs
Goldman Sachs
New York
$1.36B
3
AAMU
Amundi Asset Management US
Massachusetts
$461M
4
State Street
State Street
Massachusetts
$6.99B
5
Fisher Asset Management
Fisher Asset Management
Washington
$860M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$603M
2
BlackRock
BlackRock
New York
$8.65B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$472M
4
Credit Agricole
Credit Agricole
France
$4.72M
5
American Century Companies
American Century Companies
Missouri
$523M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.5B +$84.5M +2,568,516 +0.8%
BlackRock
2
BlackRock
New York
$8.65B -$368M -11,190,060 -4%
State Street
3
State Street
Massachusetts
$6.99B +$316M +9,597,693 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.39B +$1.27B +38,461,401 +59%
Bank of America
5
Bank of America
North Carolina
$2.13B -$188M -5,699,856 -8%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.92B -$4.89M -148,545 -0.3%
Northern Trust
7
Northern Trust
Illinois
$1.79B -$33.7M -1,025,235 -2%
State Farm Mutual Automobile Insurance
8
State Farm Mutual Automobile Insurance
Illinois
$1.66B – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.56B +$43.5M +1,322,967 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.44B -$23.4M -709,956 -2%
Goldman Sachs
11
Goldman Sachs
New York
$1.36B +$420M +12,768,720 +45%
Morgan Stanley
12
Morgan Stanley
New York
$1.3B +$40.6M +1,234,524 +3%
Wells Fargo
13
Wells Fargo
California
$1.26B -$69.2M -2,102,124 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.25B -$126M -3,833,790 -9%
Gates Foundation Trust
15
Gates Foundation Trust
Washington
$1.15B – – –
Ameriprise
16
Ameriprise
Minnesota
$893M +$12.4M +377,364 +1%
Charles Schwab
17
Charles Schwab
California
$879M -$18.1M -548,754 -2%
Fisher Asset Management
18
Fisher Asset Management
Washington
$860M +$260M +7,912,548 +43%
Legal & General Group
19
Legal & General Group
United Kingdom
$825M -$32M -971,964 -4%
AQR Capital Management
20
AQR Capital Management
Connecticut
$777M -$159M -4,817,919 -17%
Invesco
21
Invesco
Georgia
$770M -$85.1M -2,586,060 -10%
AllianceBernstein
22
AllianceBernstein
Tennessee
$684M +$32.8M +996,447 +5%
TCIM
23
TIAA CREF Investment Management
New York
$670M +$1.5M +45,627 +0.2%
Swiss National Bank
24
Swiss National Bank
Switzerland
$606M -$7.07M -214,800 -1%
Dodge & Cox
25
Dodge & Cox
California
$603M -$1.48B -44,862,342 -71%
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