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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 %
CAG
376
Crestwood Advisors Group
Massachusetts
$9.37M +$322K +13,638 +4%
WCM
377
Wedge Capital Management
North Carolina
$9.37M +$623K +26,340 +7%
WIC
378
Willis Investment Counsel
Georgia
$9.3M +$92.2K +3,900 +1%
SIRP
379
Shelter Insurance Retirement Plan
Missouri
$9.24M – – –
EWM
380
Edge Wealth Management
New York
$9.18M +$9.17M +388,131 +323,443%
SMI
381
Shelter Mutual Insurance
Missouri
$9.15M – – –
MIS
382
Morningstar Investment Services
Illinois
$9.09M -$864K -36,555 -9%
PP
383
Paloma Partners
Connecticut
$9.07M +$8.67M +366,684 +2,156%
CEP
384
Chicago Equity Partners
Illinois
$8.98M -$1.26M -53,325 -12%
WCM
385
Wallace Capital Management
Texas
$8.98M +$11.1K +468 +0.1%
AMI
386
Amica Mutual Insurance
Rhode Island
$8.88M – – –
Fisher Asset Management
387
Fisher Asset Management
Washington
$8.85M -$300K -12,696 -3%
TGI
388
Tradewinds Global Investors
California
$8.8M +$462K +19,542 +6%
Jane Street
389
Jane Street
New York
$8.78M +$5.28M +223,437 +151%
HIC
390
Hartline Investment Corp
Illinois
$8.7M – – –
SF
391
Synovus Financial
Georgia
$8.63M +$654K +27,738 +8%
CCM
392
Check Capital Management
California
$8.53M +$965K +40,815 +13%
CSIC
393
Clifford Swan Investment Counsel
California
$8.48M +$144K +6,075 +2%
SIM
394
Sentry Investment Management
Wisconsin
$8.44M +$2.13M +90,084 +34%
CC
395
Cipher Capital
New York
$8.42M +$7.39M +312,711 +720%
TBA
396
Tower Bridge Advisors
Pennsylvania
$8.41M +$480K +20,304 +6%
GIA
397
Granite Investment Advisors
New Hampshire
$8.39M -$236K -9,975 -3%
Baird Financial Group
398
Baird Financial Group
Wisconsin
$8.35M +$8.35M +353,007 New
DC
399
Deere & Company
Illinois
$8.27M -$156K -6,609 -2%
LDB
400
Lee, Danner & Bass
Tennessee
$8.25M +$131K +5,553 +2%
14 15
16
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