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Walmart
WMT

Overview Fund Activity

1,492 hedge funds and large institutions have $66.7B invested in Walmart in 2016 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 570 increasing their positions, 638 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
+21
Holders Change %
+1.43%
% of All Funds
39.87%
Holding in Top 10
82
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.49%
% of All Funds
2.19%
New
102
Increased
570
Reduced
638
Closed
66
Calls
$1.28B
Puts
$1.36B
Net Calls
-$75.1M
Net Calls Change
-$212M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$345M
2
Deutsche Bank
Deutsche Bank
Germany
+$172M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$167M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$141M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.92B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.1B
3
NEAM
New England Asset Management
Connecticut
-$475M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$284M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
601
Physicians Financial Services
North Carolina
$3.26M +$22.6K +927 +0.7%
MCA
602
Mercer Capital Advisers
New Jersey
$3.25M -$126K -5,166 -4%
LA
603
Lynch & Associates
Indiana
$3.24M +$222K +9,117 +7%
QIM
604
Quest Investment Management
Oregon
$3.24M – – –
LM
605
Lincluden Management
Ontario, Canada
$3.2M +$68.1K +2,799 +2%
CBB
606
Citizens Business Bank
California
$3.19M -$83.1K -3,414 -3%
CCM
607
Covington Capital Management
California
$3.16M -$1.71M -70,272 -35%
TI
608
Trexquant Investment
Connecticut
$3.14M +$3.14M +129,000 New
WKWM
609
Walter & Keenan Wealth Management
Indiana
$3.14M +$1.31K +54 +0%
OI
610
Oakbrook Investments
Illinois
$3.11M -$7.44M -305,850 -71%
BCM
611
BTC Capital Management
Iowa
$3.1M +$11.2K +459 +0.4%
MC
612
Middleton & Co
Massachusetts
$3.09M +$526K +21,591 +20%
CCM
613
Chickasaw Capital Management
Tennessee
$3.09M +$45.6K +1,875 +2%
CIM
614
CenturyLink Investment Management
Colorado
$3.07M +$2.33M +95,694 +314%
SCA
615
Stonebridge Capital Advisors
Minnesota
$3.07M +$20.7K +852 +0.7%
RBA
616
Richard Bernstein Advisors
New York
$3.05M – – –
BAC
617
Boys Arnold & Co
North Carolina
$3.05M +$1.26M +51,954 +71%
MBTD
618
Mechanics Bank - Trust Department
California
$3.04M -$300K -12,315 -9%
CIP
619
Chartwell Investment Partners
Pennsylvania
$3.03M +$11.3K +465 +0.4%
FMT
620
First Mercantile Trust
Tennessee
$3.03M +$987K +40,524 +48%
HDE
621
Hutner Daniel Ellsworth
$3.03M -$101K -4,170 -3%
BHWM
622
Bar Harbor Wealth Management
New Hampshire
$3.02M -$8.03K -330 -0.3%
JCM
623
Jacobi Capital Management
Pennsylvania
$3.02M +$3.02M +122,748 New
RG
624
Rathbones Group
United Kingdom
$3.02M -$132K -5,415 -4%
AT
625
Argent Trust
Texas
$3.01M -$80.5K -3,309 -3%
23 24
25
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