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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 %
IMOV
776
Investment Management of Virginia
Virginia
$2.07M -$54.3K -1,980 -3%
FA
777
FDx Advisors
Illinois
$2.07M -$1.05M -38,361 -34%
MIC
778
Meridian Investment Counsel
California
$2.06M +$46.9K +1,710 +2%
RC
779
RBF Capital
California
$2.06M – – –
BCFS
780
Butensky & Cohen Financial Security
Florida
$2.05M -$29.2K -1,065 -1%
NFG
781
Next Financial Group
Texas
$2.04M -$7.81K -285 -0.4%
BWAM
782
Boyd Watterson Asset Management
Ohio
$2.02M – – –
SFS
783
Strategic Financial Services
New York
$2.02M -$5.51K -201 -0.3%
TC
784
Trust Company
Kansas
$2.01M +$2.01M +73,365 New
FTC
785
Farmers Trust Company
Ohio
$2M +$2M +72,924 +101,283%
GHA
786
Garcia Hamilton & Associates
Texas
$2M -$565K -20,613 -22%
GJIC
787
Gamble Jones Investment Counsel
California
$1.99M -$219K -7,998 -10%
SSB
788
Sandy Spring Bank
Maryland
$1.98M +$57.6K +2,100 +3%
PHIMC
789
Private Harbour Investment Management & Counsel
Ohio
$1.98M -$17.9K -651 -0.9%
SCM
790
Snow Capital Management
Pennsylvania
$1.98M -$1.2M -43,635 -38%
AF
791
Arrow Financial
New York
$1.95M -$226K -8,235 -10%
TCOO
792
Trust Company of Oklahoma
Oklahoma
$1.94M -$2M -73,095 -51%
FBT
793
First Bankers Trust
Kentucky
$1.92M – – –
NEI
794
Northwest & Ethical Investments
Ontario, Canada
$1.91M -$171K -6,228 -8%
CPA
795
Capital Planning Advisors
California
$1.9M +$162K +5,925 +9%
FNBT
796
FineMark National Bank & Trust
Florida
$1.9M -$206K -7,497 -10%
NG
797
Northstar Group
New York
$1.89M -$23.3K -849 -1%
DIA
798
Denver Investment Advisors
Colorado
$1.88M -$469K -17,100 -20%
PWW
799
Pettyjohn Wood & White
Virginia
$1.88M -$41K -1,497 -2%
RMCM
800
Reynders McVeigh Capital Management
Massachusetts
$1.86M +$205K +7,470 +12%
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