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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 %
WSFS
801
Wilmington Savings Fund Society
Delaware
$1.64M +$39.1K +1,656 +2%
IMOV
802
Investment Management of Virginia
Virginia
$1.62M -$169K -7,140 -9%
BAM
803
Berkshire Asset Management
Pennsylvania
$1.62M +$43.4K +1,836 +3%
SHA
804
Smith Hayes Advisers
Nebraska
$1.62M -$1.01M -42,750 -39%
DIA
805
Denver Investment Advisors
Colorado
$1.6M -$23K -975 -1%
LAIC
806
Lederer & Associates Investment Counsel
California
$1.59M +$38K +1,605 +2%
EHWM
807
Eads & Heald Wealth Management
Georgia
$1.57M +$18.9K +798 +1%
TCOO
808
Trust Company of Oklahoma
Oklahoma
$1.56M -$110K -4,635 -7%
SWM
809
Stockman Wealth Management
Montana
$1.56M +$176K +7,431 +13%
CI
810
CAZ Investments
Texas
$1.56M +$1.56M +65,940 New
AIA
811
AIMZ Investment Advisors
California
$1.55M +$213 +9 +0%
JFL
812
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.54M +$35.7K +1,512 +2%
SAM
813
Silvercrest Asset Management
New York
$1.54M +$307K +12,972 +25%
LOCC
814
Lombard Odier & Cie (Canada)
Quebec, Canada
$1.53M +$63.9K +2,700 +4%
LBC
815
Lawrence B. Cohen
$1.52M -$47.9K -2,025 -3%
JG
816
Jefferies Group
New York
$1.52M +$1.36M +57,672 +873%
ANRIA
817
American National Registered Investment Advisor
Texas
$1.52M – – –
MIM
818
Miller Investment Management
Pennsylvania
$1.52M – – –
BHBT
819
Burke & Herbert Bank & Trust
Virginia
$1.51M +$56K +2,370 +4%
SCM
820
Shelton Capital Management
Colorado
$1.51M +$109K +4,602 +8%
MNBTD
821
Moody National Bank Trust Division
Texas
$1.51M – – –
FNBT
822
FineMark National Bank & Trust
Florida
$1.48M -$156K -6,579 -10%
GA
823
Geneva Advisors
Illinois
$1.48M +$81.5K +3,447 +6%
YIA
824
YHB Investment Advisors
Connecticut
$1.47M -$730K -30,888 -33%
SYBT
825
Stock Yards Bank & Trust
Kentucky
$1.45M +$40.7K +1,722 +3%
31 32
33
34 35