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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 %
Asset Management One
326
Asset Management One
Japan
$14.1M -$431K -15,672 -3%
LG
327
Leuthold Group
Minnesota
$14M +$85.5K +3,120 +0.6%
DWA
328
Douglass Winthrop Advisors
New York
$13.9M +$905K +33,006 +7%
CCT
329
Country Club Trust
Missouri
$13.7M -$441K -16,071 -3%
HCM
330
Horan Capital Management
Maryland
$13.7M +$1.89M +68,862 +16%
SFM
331
Stack Financial Management
Montana
$13.7M +$293K +10,695 +2%
CIBC World Market
332
CIBC World Market
Ontario, Canada
$13.5M +$1.87M +68,037 +16%
SMDAM
333
Sumitomo Mitsui DS Asset Management
Japan
$13.5M +$675K +24,621 +5%
AI
334
Ariel Investments
Illinois
$13.4M +$2.03M +73,878 +18%
ANI
335
American National Insurance
Texas
$13.4M – – –
FAM
336
Fiduciary Asset Management
Missouri
$13.4M +$1.5M +54,687 +13%
GHA
337
GW Henssler & Associates
Georgia
$13.3M +$178K +6,477 +1%
FCI
338
Financial Counselors Inc
Kansas
$13.3M +$590K +21,519 +5%
IIM
339
Intact Investment Management
Quebec, Canada
$13.3M -$658K -24,000 -5%
MI
340
Markston International
New York
$12.9M -$526K -19,200 -4%
ONB
341
Old National Bancorp
Indiana
$12.9M +$678K +24,741 +6%
CAM
342
Capstone Asset Management
Texas
$12.8M +$223K +8,145 +2%
CCM
343
Cadence Capital Management
Massachusetts
$12.8M +$215K +7,836 +2%
SPC
344
Stewart & Patten Company
California
$12.7M -$500K -18,231 -4%
DILH
345
Dai-ichi Life Holdings
Japan
$12.7M +$1.02M +37,251 +9%
CWA
346
Constellation Wealth Advisors
New York
$12.6M -$66.6K -2,430 -0.5%
CGT
347
Capital Guardian Trust
California
$12.6M +$660K +24,072 +6%
WT
348
Whittier Trust
California
$12.5M -$3M -109,275 -19%
LT
349
LJ Trust
Nevada
$12.5M – – –
QI
350
QS Investors
New York
$12.4M -$42.9K -1,566 -0.3%
12 13
14
15 16