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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 %
YIA
726
YHB Investment Advisors
Connecticut
$2.55M -$130K -4,725 -5%
ICOM
727
Investment Counselors of Maryland
Maryland
$2.55M -$117K -4,275 -4%
LOT
728
Lombard Odier Transatlantic
Quebec, Canada
$2.53M +$224K +8,160 +10%
LCM
729
LVM Capital Management
Michigan
$2.52M -$543K -19,800 -18%
OMCS
730
Old Mutual Customised Solutions
South Africa
$2.48M -$239K -8,700 -9%
TWA
731
Tillar-Wenstrup Advisors
Ohio
$2.48M +$3.7K +135 +0.1%
MCM
732
McMillion Capital Management
North Carolina
$2.48M -$151K -5,520 -6%
VIA
733
Vident Investment Advisory
Georgia
$2.48M +$80.9K +2,949 +3%
CGI
734
Comgest Global Investors
France
$2.47M – – –
PL
735
Perpetual Ltd
Australia
$2.47M -$2.36M -85,923 -49%
FMB
736
Field & Main Bank
Kentucky
$2.46M +$160K +5,847 +7%
AIP
737
Ameritas Investment Partners
Nebraska
$2.45M +$8.8K +321 +0.4%
LNWWM
738
Laird Norton Wetherby Wealth Management
California
$2.45M -$26.3K -960 -1%
AssetMark Inc
739
AssetMark Inc
California
$2.45M -$949K -34,623 -28%
FMWA
740
Forvis Mazars Wealth Advisors
Missouri
$2.42M +$227K +8,289 +10%
VFS
741
VSR Financial Services
Kansas
$2.38M -$195K -7,122 -8%
FAT
742
First American Trust
California
$2.37M -$1.1M -40,107 -32%
ST
743
Sentinel Trust
Texas
$2.35M +$33.3K +1,215 +1%
CIP
744
Convergence Investment Partners
Florida
$2.35M +$105K +3,840 +5%
GIM
745
Greylin Investment Management
Virginia
$2.35M – – –
KJHP
746
K.J. Harrison & Partners
Ontario, Canada
$2.35M -$11.3K -411 -0.5%
FWIA
747
Fort Washington Investment Advisors
Ohio
$2.35M +$98.9K +3,609 +4%
BAM
748
Bruderman Asset Management
New York
$2.35M +$2.35M +85,539 New
DPIM
749
Duff & Phelps Investment Management
Illinois
$2.34M -$119K -4,350 -5%
ACM
750
Argentus Capital Management
Texas
$2.34M +$156K +5,676 +7%
28 29
30
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