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 %
RA
751
Rational Advisors
New York
$2.33M +$1.59M +57,852 +213%
FBP
752
Flippin Bruce & Porter
Virginia
$2.33M +$67.5K +2,460 +3%
PAG
753
Private Advisor Group
New Jersey
$2.32M +$221K +8,055 +11%
CIA
754
Choate Investment Advisors
Massachusetts
$2.32M -$456K -16,614 -16%
CCM
755
CrestPoint Capital Management
Missouri
$2.3M +$551K +20,100 +31%
CCA
756
Checchi Capital Advisers
California
$2.28M -$109K -3,975 -5%
QI
757
Qualcomm Inc
California
$2.27M -$11.1M -405,600 -83%
QCMC
758
Quantum Capital Management (California)
California
$2.26M +$626K +23,580 +38%
BFEC
759
Benjamin F. Edwards & Company
Missouri
$2.25M +$625K +22,785 +38%
1832 Asset Management
760
1832 Asset Management
Ontario, Canada
$2.25M -$1.29M -47,043 -36%
SFA
761
Sequoia Financial Advisors
Ohio
$2.24M +$135K +4,938 +6%
AAM
762
AR Asset Management
California
$2.2M – – –
BO
763
Bank OZK
Arkansas
$2.2M -$69.9K -2,550 -3%
RWA
764
River Wealth Advisors
Pennsylvania
$2.18M +$2.18M +79,623 New
MM
765
Midas Management
New York
$2.18M – – –
SCM
766
Sterling Capital Management
North Carolina
$2.18M -$21.3K -777 -1%
NRS
767
Neville Rodie & Shaw
New York
$2.16M -$27.8K -1,014 -1%
LJAC
768
L.J. Altfest & Co
New York
$2.16M +$286K +10,419 +15%
SFWA
769
Summit Financial Wealth Advisors
Louisiana
$2.16M +$48.2K +1,851 +2%
CHC
770
City Holding Co
West Virginia
$2.15M +$114K +4,158 +6%
IEFM
771
IQ EQ Fund Management
Ireland
$2.13M +$563K +18,447 +36%
MF
772
Magnetar Financial
Illinois
$2.13M +$2.13M +77,679 New
FMBTD
773
First Midwest Bank Trust Division
Illinois
$2.12M -$22.1K -807 -1%
ISL
774
Ingalls & Snyder LLC
New York
$2.1M -$31.2K -1,140 -1%
JC
775
Jacobs & Co
California
$2.08M +$65.8K +2,400 +3%
29 30
31
32 33