WMT icon

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 %
CIC
476
Cutler Investment Counsel
Oregon
$5.61M +$5.61M +237,459 New
FA
477
Financial Advantage
Maryland
$5.59M +$447K +18,906 +9%
CCC
478
Chelsea Counsel Company
California
$5.58M -$70.9K -3,000 -1%
GAM
479
Griffin Asset Management
New York
$5.57M -$5.14M -217,503 -48%
PGIM
480
Pacific Global Investment Management
California
$5.56M -$205K -8,679 -4%
TTWM
481
TCV Trust & Wealth Management
Virginia
$5.53M -$84.1K -3,555 -1%
HP
482
Hikari Power
Japan
$5.43M – – –
LK
483
Lumbard & Kellner
New Hampshire
$5.38M -$44.3K -1,875 -0.8%
PWM
484
Patriot Wealth Management
Texas
$5.31M +$50.5K +2,136 +1%
First Manhattan
485
First Manhattan
New York
$5.31M -$6.83M -288,837 -56%
CA
486
Cornerstone Advisors
North Carolina
$5.3M -$355K -15,000 -6%
FAAS
487
First Allied Advisory Services
California
$5.29M +$1.27M +53,736 +32%
GI
488
GAMCO Investors
Connecticut
$5.27M – – –
MSU
489
Maple Securities USA
New Jersey
$5.23M -$1.49M -63,003 -22%
DBT
490
Dubuque Bank & Trust
Iowa
$5.22M +$483K +20,445 +10%
LIA
491
LS Investment Advisors
Michigan
$5.2M +$186K +7,884 +4%
CCM
492
Covington Capital Management
California
$5.19M -$611K -25,842 -11%
AIA
493
Avalon Investment & Advisory
Texas
$5.18M -$112K -4,755 -2%
RIG
494
Roosevelt Investment Group
New York
$5.17M -$23.2M -980,331 -82%
WTC
495
WhitTier Trust Company
Nevada
$5.13M -$226K -9,573 -4%
APFBOT
496
Amica Pension Fund Board of Trustees
Rhode Island
$5.12M – – –
GG
497
Greenwood Gearhart
Arkansas
$5.12M +$13.3K +561 +0.3%
NIA
498
Northstar Investment Advisors
Colorado
$5.08M +$199K +8,418 +4%
SAM
499
SignalPoint Asset Management
Missouri
$5.04M – – –
GS
500
GAM Systematic
United Kingdom
$5.03M +$2.4M +101,325 +91%
18 19
20
21 22