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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 %
Baillie Gifford & Co
451
Baillie Gifford & Co
United Kingdom
$6.57M – – –
Cohen & Steers
452
Cohen & Steers
New York
$6.55M -$968K -40,938 -13%
AAM
453
Auxier Asset Management
Oregon
$6.48M -$621K -26,250 -9%
SAMNY
454
Samsung Asset Management (New York)
New York
$6.43M -$44K -1,860 -0.7%
Toronto Dominion Bank
455
Toronto Dominion Bank
Ontario, Canada
$6.39M -$13.9K -588 -0.2%
UCFA
456
United Capital Financial Advisors
Texas
$6.3M +$3.84M +162,471 +156%
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$6.17M +$296K +12,522 +5%
FNT
458
First National Trust
Pennsylvania
$6.16M +$206K +8,727 +3%
BC
459
Burney Company
Virginia
$6.11M -$72.6K -3,072 -1%
LI
460
LMCG Investments
Massachusetts
$6.04M -$98.9K -4,182 -2%
TH
461
TCTC Holdings
Texas
$5.98M +$51.4K +2,175 +0.9%
BCM
462
Bluefin Capital Management
New York
$5.97M +$2.46M +104,013 +70%
Mariner
463
Mariner
Kansas
$5.93M +$1.5M +63,591 +34%
ANBT
464
American National Bank & Trust
Texas
$5.9M -$292K -12,339 -5%
DWM
465
Dorchester Wealth Management
Quebec, Canada
$5.85M +$5.85M +198,135 New
PA
466
Profund Advisors
Maryland
$5.83M -$414K -17,505 -7%
RBA
467
Richard Bernstein Advisors
New York
$5.83M +$604K +25,530 +12%
IC
468
InterOcean Capital
Illinois
$5.81M +$1.69M +71,337 +41%
DT
469
Diversified Trust
Tennessee
$5.81M +$505K +21,375 +10%
Simplex Trading
470
Simplex Trading
Illinois
$5.79M +$195K +8,259 +3%
RJT
471
Raymond James Trust
Florida
$5.77M +$2.12M +89,646 +58%
FBP
472
Flippin Bruce & Porter
Virginia
$5.75M +$3.75M +158,499 +187%
MCM
473
Monarch Capital Management
Indiana
$5.75M +$177K +7,467 +3%
AC
474
AFAM Capital
Texas
$5.68M +$142K +6,021 +3%
DADC
475
D.A. Davidson & Co
Montana
$5.67M +$328K +13,893 +6%
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