WMT icon

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 %
TCOTO
701
Trust Company of the Ozarks
Missouri
$2.74M -$39.1K -1,425 -1%
FBB
702
Fulton Breakefield Broenniman
Maryland
$2.74M +$41.7K +1,521 +2%
CCT
703
Capital City Trust
Florida
$2.73M -$12.3K -450 -0.4%
Tudor Investment Corp
704
Tudor Investment Corp
Connecticut
$2.71M -$714K -26,046 -21%
RIL
705
Rothschild Investment LLC
Illinois
$2.71M -$57.6K -2,100 -2%
UCFA
706
United Capital Financial Advisors
Texas
$2.7M +$454K +17,454 +20%
LKIM
707
Lawson Kroeker Investment Management
Nebraska
$2.69M +$1.02M +37,239 +61%
Mackenzie Financial
708
Mackenzie Financial
Ontario, Canada
$2.68M +$503K +18,360 +23%
PGFC
709
Peapack-Gladstone Financial Corp
New Jersey
$2.68M – – –
FPTW
710
Franklin, Parlapiano, Turner & Welch
Texas
$2.67M +$55.4K +2,022 +2%
B
711
BancorpSouth
Mississippi
$2.67M +$93.4K +3,408 +4%
MAM
712
Mizuho Asset Management
Japan
$2.66M +$2.06M +75,039 +344%
JFGIW
713
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.64M +$52.1K +1,902 +2%
IWM
714
Integrated Wealth Management
California
$2.64M +$2.64M +96,279 New
CONA
715
Capital One National Association
New York
$2.63M -$416K -15,174 -14%
BCM
716
Brookstone Capital Management
Illinois
$2.63M -$39.6K -1,443 -1%
RMSCM
717
R.M. Sincerbeaux Capital Management
New York
$2.62M -$24.7K -900 -0.9%
GCP
718
GSA Capital Partners
United Kingdom
$2.62M -$1.25M -45,684 -32%
CPSAC
719
Chas P. Smith & Associates (CPS)
Florida
$2.6M -$69.3K -2,526 -3%
SSG
720
Summit Securities Group
New York
$2.59M +$1.76M +64,200 +212%
LBC
721
Lowe Brockenbrough & Co
Virginia
$2.58M -$238K -8,670 -8%
BCM
722
BTC Capital Management
Iowa
$2.57M -$68.4K -2,499 -3%
PA
723
Pinnacle Associates
New York
$2.57M -$31.2K -1,137 -1%
ECM
724
Everence Capital Management
Indiana
$2.56M – – –
HW
725
Hedeker Wealth
Illinois
$2.56M +$2.38K +90 +0.1%
27 28
29
30 31