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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
$367M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$589M
3
Citadel Advisors
Citadel Advisors
Florida
$152M
4
Deutsche Bank
Deutsche Bank
Germany
$588M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$283M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
$11.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$704M
3
Capital World Investors
Capital World Investors
California
$0
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$4.37M
5
DCM
Discovery Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NEAM
26
New England Asset Management
Connecticut
$519M – – –
MAA
27
Managed Account Advisors
New Jersey
$474M +$25.4M +1,074,636 +6%
Charles Schwab
28
Charles Schwab
California
$440M +$18.3M +772,389 +4%
ClearBridge Investments
29
ClearBridge Investments
New York
$411M +$6.57M +277,692 +2%
Franklin Resources
30
Franklin Resources
California
$401M +$147K +6,222 +0%
UBS AM
31
UBS AM
Illinois
$393M -$7.39M -312,645 -2%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$370M -$104M -4,410,057 -22%
Pzena Investment Management
33
Pzena Investment Management
New York
$367M +$273M +11,540,235 +288%
Prudential Financial
34
Prudential Financial
New Jersey
$366M +$5.88M +248,550 +2%
TCIM
35
TIAA CREF Investment Management
New York
$366M +$6.53M +276,225 +2%
Citigroup
36
Citigroup
New York
$362M -$3.16M -133,656 -0.9%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$329M -$22.4M -949,005 -6%
Allianz Asset Management
38
Allianz Asset Management
Germany
$325M +$14.5M +611,439 +5%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$319M +$3.22M +136,203 +1%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$316M -$19.7M -831,216 -6%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$313M +$1.37M +57,957 +0.4%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$308M +$8.18M +345,897 +3%
BIM
43
BlackRock Investment Management
Delaware
$292M -$2.57M -108,753 -0.9%
RFC
44
Russell Frank Company
Washington
$288M +$42M +1,774,986 +17%
AQR Capital Management
45
AQR Capital Management
Connecticut
$287M +$108M +4,578,924 +61%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$283M +$123M +5,214,969 +77%
BBHC
47
Brown Brothers Harriman & Co
New York
$272M -$4.81M -203,628 -2%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$270M +$61.6M +2,605,125 +29%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$269M +$24.8M +1,050,816 +10%
BlackRock
50
BlackRock
New York
$267M -$18.3M -773,757 -6%
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