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Walmart
WMT

Overview Fund Activity

1,481 hedge funds and large institutions have $80.9B invested in Walmart in 2015 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 563 increasing their positions, 617 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+14
Holders Change %
+0.95%
% of All Funds
39.5%
Holding in Top 10
86
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.42%
% of All Funds
2.29%
New
94
Increased
563
Reduced
617
Closed
62
Calls
$1.29B
Puts
$894M
Net Calls
+$396M
Net Calls Change
+$233M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$490M
2
Bank of America
Bank of America
North Carolina
+$458M
3
DCM
Discovery Capital Management
Connecticut
+$292M
4
Invesco
Invesco
Georgia
+$291M
5
Citigroup
Citigroup
New York
+$267M

Top Sellers

1
State Street
State Street
Massachusetts
-$446M
2
MAM
Magellan Asset Management
Australia
-$374M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$342M
4
Harris Associates
Harris Associates
Illinois
-$313M
5
PP
Prudential plc
United Kingdom
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
276
Interval Partners
New York
$20.6M +$20.6M +750,000 New
Calamos Advisors
277
Calamos Advisors
Illinois
$20.4M +$1.11M +40,560 +6%
FMW
278
Farr Miller & Washington
District of Columbia
$20M +$276K +10,071 +1%
SCP
279
Seizert Capital Partners
Michigan
$19.7M -$634K -23,112 -3%
FFIC
280
First Fiduciary Investment Counsel
Ohio
$19.3M -$309K -11,280 -2%
UOC
281
UBS O'Connor
Illinois
$19.2M -$24.2M -882,381 -56%
Janus Henderson Group
282
Janus Henderson Group
United Kingdom
$19.1M -$892K -32,547 -4%
TRSOTSOK
283
Teachers Retirement System of the State of Kentucky
Kentucky
$19.1M -$806K -29,400 -4%
Mitsubishi UFJ Asset Management
284
Mitsubishi UFJ Asset Management
Japan
$18.7M -$927K -33,816 -5%
HIMC
285
Heritage Investors Management Corp
Maryland
$18.6M -$68.2K -2,487 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
286
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.4M -$159K -5,790 -0.9%
Jacobs Levy Equity Management
287
Jacobs Levy Equity Management
New Jersey
$18.3M +$13.9M +505,290 +312%
TU
288
TDAM USA
Ontario, Canada
$18.3M -$369K -13,467 -2%
JAM
289
Jupiter Asset Management
United Kingdom
$18.2M -$6.66M -242,817 -27%
CIC
290
Chilton Investment Company
Connecticut
$18M +$569K +20,739 +3%
CNB
291
City National Bank
California
$17.8M +$152K +5,547 +0.9%
VFAM
292
Valley Forge Asset Management
Pennsylvania
$17.6M +$438K +15,969 +3%
NAM
293
North American Management
Massachusetts
$17.6M +$215K +7,860 +1%
CCM
294
Compass Capital Management
Minnesota
$17.5M +$583K +21,249 +3%
PFM
295
Parsec Financial Management
North Carolina
$17.5M +$206K +7,512 +1%
CC
296
Curian Capital
Colorado
$17.2M +$1.86M +67,788 +12%
CC
297
Colrain Capital
Massachusetts
$17.1M -$1.03M -37,488 -6%
PP
298
Palladium Partners
Virginia
$17.1M -$205K -7,494 -1%
SW
299
SVB Wealth
Massachusetts
$16.9M -$1.5M -54,657 -8%
VDI
300
Vaughan David Investments
Illinois
$16.8M +$243K +8,850 +1%
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