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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 %
B
476
Barings
North Carolina
$6.43M +$1.32M +48,300 +26%
AC
477
AFAM Capital
Texas
$6.42M +$48.5K +1,770 +0.8%
OC
478
Oppenheimer & Co
New York
$6.34M +$1.67M +61,074 +36%
HSA
479
Hussman Strategic Advisors
Maryland
$6.33M +$6.17M +225,000 +3,750%
RJFSA
480
Raymond James Financial Services Advisors
Florida
$6.33M +$343K +12,516 +6%
HP
481
Hikari Power
Japan
$6.3M -$831K -30,300 -12%
LK
482
Lumbard & Kellner
New Hampshire
$6.28M -$11.9K -435 -0.2%
GIM
483
Gyrus Investment Management
Ontario, Canada
$6.28M +$6.28M +228,975 New
SCM
484
Stevens Capital Management
Pennsylvania
$6.23M +$6.23M +227,100 New
CBN
485
Cadence Bank NA
Texas
$6.22M -$62.2K -2,268 -1%
WTC
486
WhitTier Trust Company
Nevada
$6.21M -$496K -18,102 -7%
DADC
487
D.A. Davidson & Co
Montana
$6.2M -$373K -13,599 -6%
GI
488
Glovista Investments
New Jersey
$6.18M +$428K +15,624 +7%
AAP
489
Ardsley Advisory Partners
Connecticut
$6.17M +$6.17M +225,000 New
DT
490
Diversified Trust
Tennessee
$6.15M -$1.2M -43,800 -16%
AIA
491
Avalon Investment & Advisory
Texas
$6.14M +$252K +9,198 +4%
CFG
492
Cambridge Financial Group
Ohio
$6.13M +$5.51M +200,823 +884%
GI
493
GAMCO Investors
Connecticut
$6.11M -$2.47M -90,000 -29%
PWM
494
Patriot Wealth Management
Texas
$6.1M +$196K +7,167 +3%
RL
495
Ruffer LLP
United Kingdom
$6.08M -$1.41M -51,315 -19%
RBA
496
Richard Bernstein Advisors
New York
$6.06M – – –
CIM
497
Corda Investment Management
Texas
$5.99M -$60.5K -2,205 -1%
FA
498
Financial Advantage
Maryland
$5.96M +$6.42K +234 +0.1%
APFBOT
499
Amica Pension Fund Board of Trustees
Rhode Island
$5.94M – – –
GG
500
Greenwood Gearhart
Arkansas
$5.92M -$80.8K -2,946 -1%
18 19
20
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