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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 %
BOIA
426
Bush ODonnell Investment Advisors
Missouri
$7.42M -$101K -4,275 -1%
LIC
427
Lodestar Investment Counsel
Illinois
$7.39M -$25.8K -1,092 -0.3%
QIM
428
Quantitative Investment Management
Virginia
$7.32M +$1.41M +59,700 +24%
MPM
429
Meritage Portfolio Management
Kansas
$7.32M +$6.27M +265,290 +602%
CIM
430
Contravisory Investment Management
Massachusetts
$7.29M -$243K -10,275 -3%
CAM
431
Centre Asset Management
New York
$7.29M +$1.11M +47,130 +18%
CIC
432
Cornercap Investment Counsel
Georgia
$7.24M +$7.24M +306,222 New
CVM
433
Cheviot Value Management
California
$7.21M +$203K +8,589 +3%
SIPS
434
Shelter Insurance Profit Sharing
Missouri
$7.21M – – –
PL
435
Parthenon LLC
Kentucky
$7.18M +$30.9K +1,305 +0.4%
CG
436
Clinton Group
New York
$7.08M +$5.69M +240,633 +408%
SFG
437
Sather Financial Group
Texas
$7.07M +$3.1M +131,256 +78%
CICI
438
Capital Investment Counsel Inc
North Carolina
$7.05M +$962K +40,671 +16%
Walleye Trading
439
Walleye Trading
New York
$7.05M +$3.17M +134,133 +82%
WCMN
440
Westchester Capital Management (Nebraska)
Nebraska
$7.03M +$141K +5,973 +2%
TCM
441
Twin Capital Management
Pennsylvania
$6.99M -$207K -8,760 -3%
DP
442
Dearborn Partners
Illinois
$6.98M -$70.1K -2,964 -1%
WPC
443
Waters Parkerson & Co
Louisiana
$6.97M -$224K -9,480 -3%
Bank of Nova Scotia
444
Bank of Nova Scotia
Ontario, Canada
$6.92M +$647K +27,345 +10%
Loomis, Sayles & Company
445
Loomis, Sayles & Company
Massachusetts
$6.73M +$235K +9,951 +4%
BF
446
BOK Financial
Oklahoma
$6.71M +$132K +5,580 +2%
LIM
447
Lathrop Investment Management
Arkansas
$6.67M -$211K -8,907 -3%
ACM
448
Advisors Capital Management
New Jersey
$6.67M +$438K +18,507 +7%
ACI
449
Alpha Cubed Investments
California
$6.64M +$2.27M +95,967 +52%
Cambridge Investment Research Advisors
450
Cambridge Investment Research Advisors
Iowa
$6.6M +$101K +4,281 +2%
16 17
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