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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 %
AIP
726
Ameritas Investment Partners
Nebraska
$2.11M – – –
FMB
727
Field & Main Bank
Kentucky
$2.09M -$31.9K -1,350 -2%
CIP
728
Convergence Investment Partners
Florida
$2.09M +$60.6K +2,565 +3%
CF
729
CNA Financial
Illinois
$2.09M +$2.09M +88,200 New
HCM
730
Horrell Capital Management
Arkansas
$2.08M -$3.47M -146,781 -62%
PA
731
Pinnacle Associates
New York
$2.08M -$134K -5,649 -6%
MCM
732
McMillion Capital Management
North Carolina
$2.07M -$65.6K -2,775 -3%
EWM
733
Evercore Wealth Management
New York
$2.07M -$311K -13,194 -13%
CHC
734
City Holding Co
West Virginia
$2.06M +$210K +8,880 +11%
ETM
735
Euclidean Technologies Management
Washington
$2.06M +$2.06M +87,024 New
LNWWM
736
Laird Norton Wetherby Wealth Management
California
$2.04M -$77.7K -3,285 -4%
CIA
737
Choate Investment Advisors
Massachusetts
$2.03M +$33.4K +1,413 +2%
VHAM
738
Van Hulzen Asset Management
California
$2.02M +$1.06M +44,910 +110%
PAM
739
PartnerRe Asset Management
Connecticut
$2.02M -$352K -14,871 -15%
RC
740
Roundview Capital
New Jersey
$2.02M +$906K +38,310 +81%
DPIM
741
Duff & Phelps Investment Management
Illinois
$2.02M – – –
TWA
742
Tillar-Wenstrup Advisors
Ohio
$2.01M -$133K -5,634 -6%
RA
743
Rational Advisors
New York
$2.01M – – –
IEFM
744
IQ EQ Fund Management
Ireland
$2.01M +$233K +9,171 +13%
ECM
745
Exchange Capital Management
Michigan
$2M +$2M +84,735 New
FWM
746
Frontier Wealth Management
Missouri
$2M +$435K +18,408 +28%
PAG
747
Private Advisor Group
New Jersey
$1.97M -$32.8K -1,389 -2%
BS
748
Bessemer Securities
New York
$1.97M -$3M -126,741 -60%
SFA
749
Sequoia Financial Advisors
Ohio
$1.97M +$39.1K +1,653 +2%
PGFC
750
Peapack-Gladstone Financial Corp
New Jersey
$1.96M -$350K -14,802 -15%
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