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Walmart
WMT

Overview Fund Activity

1,433 hedge funds and large institutions have $62B invested in Walmart in 2015 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 522 increasing their positions, 611 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+11
Holders Change %
+0.77%
% of All Funds
37.63%
Holding in Top 10
61
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.86%
% of All Funds
1.6%
New
152
Increased
522
Reduced
611
Closed
122
Calls
$1.51B
Puts
$1.19B
Net Calls
+$315M
Net Calls Change
-$151M

Top Buyers

1
AIG
American International Group
New York
+$344M
2
Goldman Sachs
Goldman Sachs
New York
+$230M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$146M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$144M
5
Deutsche Bank
Deutsche Bank
Germany
+$140M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$3.19B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$738M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$655M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$431M
5
Sanders Capital
Sanders Capital
Florida
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
601
CenturyLink Investment Management
Colorado
$2.64M +$76.6K +3,750 +3%
Bank of Nova Scotia
602
Bank of Nova Scotia
Ontario, Canada
$2.64M -$1.91M -93,546 -42%
WKWM
603
Walter & Keenan Wealth Management
Indiana
$2.62M +$150K +7,350 +6%
MM
604
Midas Management
New York
$2.62M +$996K +48,750 +61%
WB
605
WesBanco Bank
West Virginia
$2.61M -$244K -11,943 -9%
JIC
606
Johnson Investment Counsel
Ohio
$2.6M – – –
BB
607
Bell Bank
North Dakota
$2.59M +$2.59M +126,879 New
BIC
608
Bridges Investment Counsel
Nebraska
$2.57M – – –
Group One Trading
609
Group One Trading
Illinois
$2.57M +$2.57M +125,613 New
AT
610
Argent Trust
Texas
$2.56M +$2.56M +125,454 New
PL
611
Perpetual Ltd
Australia
$2.55M +$834K +40,800 +49%
AB
612
Amalgamated Bank
New York
$2.54M -$829K -40,578 -25%
CC
613
Curian Capital
Colorado
$2.53M -$6.14M -300,339 -71%
BHWM
614
Bar Harbor Wealth Management
New Hampshire
$2.53M -$422K -20,652 -14%
MYAM
615
Meiji Yasuda Asset Management
Japan
$2.52M +$323K +15,825 +15%
SCA
616
Stonebridge Capital Advisors
Minnesota
$2.52M +$2.13M +104,445 +556%
KM
617
Kalos Management
Georgia
$2.52M +$2.52M +72,360 New
BIM
618
Bridges Investment Management
Nebraska
$2.51M +$289K +14,148 +13%
BRM
619
Boston Research & Management
Massachusetts
$2.5M -$309K -15,111 -11%
Macquarie Group
620
Macquarie Group
Australia
$2.5M -$14.2M -696,900 -85%
PWLP
621
Prio Wealth Limited Partnership
Massachusetts
$2.49M -$488K -23,868 -16%
ACS
622
Archford Capital Strategies
Illinois
$2.49M +$1M +41,868 +67%
MIM
623
Marco Investment Management
Georgia
$2.47M -$928K -45,420 -27%
MSU
624
Maple Securities USA
New Jersey
$2.46M +$197K +9,663 +9%
MSU
625
Mizuho Securities USA
New York
$2.45M -$613K -30,000 -20%
23 24
25
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