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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 %
BPBT
351
Boston Private Bank & Trust
Massachusetts
$12.4M -$2.08M -75,846 -14%
CLOS
352
Compagnie Lombard Odier SCmA
Switzerland
$12.4M +$6.61M +241,008 +115%
LTFS
353
Ladenburg Thalmann Financial Services
Florida
$12.3M +$1.91M +69,807 +18%
Two Sigma Advisers
354
Two Sigma Advisers
New York
$12.3M +$12.3M +447,852 New
VWM
355
Valley Wealth Managers
New Jersey
$12.3M +$303K +11,052 +3%
JPMPWA
356
J.P. Morgan Private Wealth Advisors
California
$12.2M +$327K +11,919 +3%
SAM
357
Securian Asset Management
Minnesota
$12.1M +$338K +12,330 +3%
GAM
358
Griffin Asset Management
New York
$12M -$125K -4,734 -1%
PP
359
Prospector Partners
Connecticut
$12M -$9.51M -346,800 -44%
CEP
360
Chicago Equity Partners
Illinois
$11.9M -$3.98M -145,125 -25%
ACM
361
Argent Capital Management
Missouri
$11.8M +$323K +11,772 +3%
TCT
362
TIAA CREF Trust
Missouri
$11.7M +$132K +4,821 +1%
MIS
363
Morningstar Investment Services
Illinois
$11.5M -$706K -25,740 -6%
ACM
364
Atlanta Capital Management
Georgia
$11.5M -$683K -24,918 -6%
ABTD
365
Arvest Bank Trust Division
Oklahoma
$11.5M -$395K -14,406 -3%
LI
366
Lafayette Investments
Maryland
$11.4M -$115K -4,191 -1%
IC
367
Inverness Counsel
New York
$11.3M +$7.72M +281,655 +214%
SI
368
Stephens Inc
Arkansas
$11.1M +$488K +17,814 +5%
PHS
369
Pekin Hardy Strauss
Illinois
$11.1M -$2.67M -97,239 -19%
JGC
370
J. Goldman & Co
New York
$11.1M +$11.1M +405,000 New
CIA
371
CCM Investment Advisers
South Carolina
$11.1M -$12.4M -453,042 -53%
WF
372
Welch & Forbes
Massachusetts
$10.9M +$293K +10,680 +3%
SIRP
373
Shelter Insurance Retirement Plan
Missouri
$10.7M – – –
WIC
374
Willis Investment Counsel
Georgia
$10.7M +$798K +29,100 +8%
SMI
375
Shelter Mutual Insurance
Missouri
$10.6M – – –
13 14
15
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