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Walmart
WMT

Overview Fund Activity

1,466 hedge funds and large institutions have $68.9B invested in Walmart in 2015 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 573 increasing their positions, 597 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,466
Holders Change
-15
Holders Change %
-1.01%
% of All Funds
39.54%
Holding in Top 10
69
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-19.77%
% of All Funds
1.86%
New
97
Increased
573
Reduced
597
Closed
98
Calls
$2B
Puts
$1.27B
Net Calls
+$726M
Net Calls Change
+$331M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
+$273M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$253M
3
Citadel Advisors
Citadel Advisors
Florida
+$144M
4
Deutsche Bank
Deutsche Bank
Germany
+$142M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$123M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
-$512M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$478M
3
Capital World Investors
Capital World Investors
California
-$370M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$346M
5
DCM
Discovery Capital Management
Connecticut
-$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
326
PEAK6 Group
Illinois
$12.4M +$12.4M +523,380 New
CTC
327
Central Trust Company
Missouri
$12.3M -$114K -4,815 -0.9%
SFM
328
Stack Financial Management
Montana
$12.2M +$348K +14,700 +3%
Asset Management One
329
Asset Management One
Japan
$12M -$145K -6,099 -1%
GHA
330
GW Henssler & Associates
Georgia
$11.9M +$427K +18,069 +4%
DCM
331
Dupont Capital Management
Delaware
$11.9M -$14.1M -597,459 -54%
LHC
332
Levy Harkins & Co
New York
$11.9M +$11.9M +501,762 New
NMERB
333
New Mexico Educational Retirement Board
New Mexico
$11.8M -$1.16M -49,200 -9%
CCT
334
Country Club Trust
Missouri
$11.8M -$26.2K -1,110 -0.2%
IIM
335
Intact Investment Management
Quebec, Canada
$11.8M +$326K +13,800 +3%
WRF
336
Waddell & Reed Financial
Kansas
$11.7M -$512M -21,675,174 -98%
CAM
337
Capstone Asset Management
Texas
$11.5M +$468K +19,800 +4%
SC
338
Scotia Capital
Ontario, Canada
$11.5M +$3.19M +134,544 +38%
ANI
339
American National Insurance
Texas
$11.5M – – –
ACM
340
Atlanta Capital Management
Georgia
$11.5M +$1.57M +66,231 +16%
CIM
341
Corda Investment Management
Texas
$11.5M +$6.33M +267,546 +122%
ONB
342
Old National Bancorp
Indiana
$11.5M +$350K +14,808 +3%
JPMPWA
343
J.P. Morgan Private Wealth Advisors
California
$11.3M +$774K +32,748 +7%
Two Sigma Advisers
344
Two Sigma Advisers
New York
$11.3M +$677K +28,644 +6%
MAM
345
Meeder Asset Management
Ohio
$11.2M +$5.49M +231,990 +95%
VWM
346
Valley Wealth Managers
New Jersey
$11.1M +$514K +21,750 +5%
SPC
347
Stewart & Patten Company
California
$11M +$72K +3,045 +0.7%
LTFS
348
Ladenburg Thalmann Financial Services
Florida
$11M +$366K +15,489 +3%
LPL Financial
349
LPL Financial
California
$10.9M +$1.92M +79,455 +21%
CWA
350
Constellation Wealth Advisors
New York
$10.9M +$5.96K +252 +0.1%
12 13
14
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