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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 %
BIC
701
Bridges Investment Counsel
Nebraska
$2.33M -$144K -6,075 -6%
B
702
BancorpSouth
Mississippi
$2.33M +$29.9K +1,263 +1%
GG
703
Gofen & Glossberg
Illinois
$2.33M -$42K -1,776 -2%
CIA
704
Covington Investment Advisors
Pennsylvania
$2.32M +$1.58M +66,990 +214%
HW
705
Hedeker Wealth
Illinois
$2.32M +$31.9K +1,350 +1%
BCM
706
Brookstone Capital Management
Illinois
$2.31M +$40.3K +1,704 +2%
AssetMark Inc
707
AssetMark Inc
California
$2.29M +$180K +7,626 +9%
VIA
708
Vident Investment Advisory
Georgia
$2.28M +$149K +6,309 +7%
SBH
709
Segall Bryant & Hamill
Illinois
$2.28M -$112K -4,728 -5%
RMSCM
710
R.M. Sincerbeaux Capital Management
New York
$2.26M – – –
FMWA
711
Forvis Mazars Wealth Advisors
Missouri
$2.26M +$179K +7,551 +9%
FA
712
FDx Advisors
Illinois
$2.26M +$429K +17,736 +23%
EPM
713
Equitec Proprietary Markets
Illinois
$2.25M +$2.25M +95,049 New
CPSAC
714
Chas P. Smith & Associates (CPS)
Florida
$2.22M -$22.9K -969 -1%
IWM
715
Integrated Wealth Management
California
$2.2M -$80.4K -3,399 -4%
TC
716
Trust Company
Kansas
$2.19M +$451K +19,065 +26%
ST
717
Sentinel Trust
Texas
$2.18M +$150K +6,327 +7%
ECM
718
Everence Capital Management
Indiana
$2.17M – – –
ICOM
719
Investment Counselors of Maryland
Maryland
$2.15M -$49.7K -2,100 -2%
LCM
720
LVM Capital Management
Michigan
$2.15M -$21.3K -900 -1%
VDI
721
Vaughan David Investments
Illinois
$2.15M -$12.4M -522,417 -85%
OMCS
722
Old Mutual Customised Solutions
South Africa
$2.14M – – –
EAM
723
EverPoint Asset Management
Connecticut
$2.13M -$12.1M -510,000 -85%
CGI
724
Comgest Global Investors
France
$2.13M – – –
FMC
725
First Merchants Corp
Indiana
$2.12M -$470K -19,875 -18%
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