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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 %
WSFS
801
Wilmington Savings Fund Society
Delaware
$1.86M +$99.2K +3,618 +6%
CAN
802
Cetera Advisor Networks
California
$1.84M +$52.7K +1,932 +3%
BAM
803
Berkshire Asset Management
Pennsylvania
$1.82M -$14.8K -540 -0.8%
LBC
804
Lawrence B. Cohen
$1.82M -$149K -5,445 -8%
FWM
805
Frontier Wealth Management
Missouri
$1.81M +$1.81M +65,985 New
AIA
806
AIMZ Investment Advisors
California
$1.8M +$55.9K +2,037 +3%
EHWM
807
Eads & Heald Wealth Management
Georgia
$1.8M -$69.8K -2,544 -4%
LAIC
808
Lederer & Associates Investment Counsel
California
$1.79M +$13.2K +480 +0.7%
DSI
809
Daiwa SB Investments
Japan
$1.79M +$644K +23,496 +56%
ACS
810
Archford Capital Strategies
Illinois
$1.79M +$163K +5,952 +10%
K
811
Kemper
Illinois
$1.79M – – –
ANRIA
812
American National Registered Investment Advisor
Texas
$1.76M -$68.3K -2,490 -4%
MIM
813
Miller Investment Management
Pennsylvania
$1.76M -$8.22K -300 -0.5%
DI
814
Diligent Investors
California
$1.75M -$27.5K -1,050 -2%
OCM
815
One Capital Management
California
$1.75M +$129K +4,710 +8%
SPC
816
Sigma Planning Corp
Michigan
$1.75M -$84.3K -3,075 -5%
JFL
817
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.75M -$60.3K -2,199 -3%
MNBTD
818
Moody National Bank Trust Division
Texas
$1.75M +$17.7K +645 +1%
FPFS
819
First Personal Financial Services
North Carolina
$1.74M -$108K -3,951 -6%
Kayne Anderson Rudnick Investment Management
820
Kayne Anderson Rudnick Investment Management
California
$1.74M – – –
CIA
821
Capital Investment Advisors
Georgia
$1.73M +$57.8K +2,109 +3%
SCM
822
Schnieders Capital Management
California
$1.7M +$115K +4,197 +7%
LOCC
823
Lombard Odier & Cie (Canada)
Quebec, Canada
$1.69M -$534K -19,500 -24%
BHBT
824
Burke & Herbert Bank & Trust
Virginia
$1.69M -$18.1K -660 -1%
PMG
825
ProVise Management Group
Florida
$1.69M -$29.6K -1,080 -2%
31 32
33
34 35