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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 %
MSA
301
Mason Street Advisors
Wisconsin
$16.7M -$11.9M -433,044 -42%
LS
302
Livforsakringsbolaget Skandia
Sweden
$16.7M +$3.09M +112,713 +23%
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$16.7M +$508K +18,522 +3%
WAM
304
World Asset Management
Michigan
$16.7M -$74.4K -2,712 -0.4%
SIC
305
Salem Investment Counselors
North Carolina
$16.6M +$406K +14,820 +3%
CC
306
Chubb Corp
New Jersey
$16.5M – – –
CGI
307
CI Global Investments
California
$16.5M +$15M +546,000 +1,011%
EAM
308
EverPoint Asset Management
Connecticut
$16.5M +$16.5M +600,000 New
MOACM
309
Mutual of America Capital Management
New York
$16.4M +$101K +3,684 +0.6%
RP
310
Riverbridge Partners
Minnesota
$16.3M -$377K -13,761 -2%
BMO
311
Beck Mack & Oliver
New York
$16.3M -$247K -9,000 -1%
ACM
312
Azimuth Capital Management
Michigan
$16M +$675K +24,630 +4%
FIM
313
Frontier Investment Management
Texas
$16M +$400K +15,378 +3%
EA
314
Euclid Advisors
Connecticut
$15.9M -$85M -3,100,041 -84%
NMERB
315
New Mexico Educational Retirement Board
New Mexico
$15.1M -$642K -23,400 -4%
CCP
316
Clarkston Capital Partners
Michigan
$15M +$7.73M +281,865 +106%
MA
317
MUFG Americas
New York
$15M -$943K -34,380 -6%
Janney Montgomery Scott
318
Janney Montgomery Scott
Pennsylvania
$14.9M +$384K +14,019 +3%
COPPSERS
319
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.9M -$8.8M -320,964 -37%
Creative Planning
320
Creative Planning
Kansas
$14.7M +$930K +33,912 +7%
HCM
321
Hilton Capital Management
New York
$14.6M +$2.89M +110,664 +25%
NIM
322
Nexus Investment Management
Ontario, Canada
$14.6M +$210K +7,650 +1%
Brown Advisory
323
Brown Advisory
Maryland
$14.5M +$156K +5,706 +1%
CTC
324
Central Trust Company
Missouri
$14.4M -$1.31M -47,715 -8%
First Manhattan
325
First Manhattan
New York
$14.1M -$56.3K -2,052 -0.4%
11 12
13
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