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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 %
PRC
826
Platte River Capital
Colorado
$1.69M +$1.32M +48,075 +357%
GIP
827
Greatmark Investment Partners
Georgia
$1.68M +$4.11K +150 +0.2%
NIC
828
Northwest Investment Counselors
Oregon
$1.68M +$26.7K +972 +2%
CDH
829
Charles D. Hyman
$1.67M – – –
DA
830
Dillon & Associates
Michigan
$1.67M – – –
FM
831
Forward Management
California
$1.67M +$147K +5,355 +10%
FWCM
832
Ferguson Wellman Capital Management
Oregon
$1.65M -$120K -4,365 -7%
GRQ
833
Gardner Russo & Quinn
Pennsylvania
$1.65M -$48.1K -1,755 -3%
PCM
834
Parsons Capital Management
Rhode Island
$1.65M +$101K +3,684 +7%
LPC
835
Loeb Partners Corp
New York
$1.65M – – –
LSCM
836
LaSalle Street Capital Management
Illinois
$1.65M – – –
PRA
837
Parametric Risk Advisors
Connecticut
$1.64M – – –
FGP
838
Foyston, Gordon, & Payne
Ontario, Canada
$1.64M – – –
WC
839
Whitney & Co
New York
$1.64M -$160K -5,853 -9%
SYBT
840
Stock Yards Bank & Trust
Kentucky
$1.63M -$224K -8,172 -12%
SCM
841
Shelton Capital Management
Colorado
$1.63M +$152K +5,532 +10%
GA
842
Geneva Advisors
Illinois
$1.62M -$66.9K -2,442 -4%
CG
843
Clinton Group
New York
$1.62M +$103K +3,768 +7%
BFM
844
Boston Financial Management
Massachusetts
$1.61M -$30.8K -1,122 -2%
SWM
845
Stockman Wealth Management
Montana
$1.6M +$81.9K +2,988 +5%
BO
846
BRR OpCo
Ohio
$1.6M +$10.7K +390 +0.7%
RAM
847
Redmond Asset Management
Virginia
$1.6M -$79.4K -2,895 -5%
CIM
848
CenturyLink Investment Management
Colorado
$1.6M +$101K +3,672 +7%
ABP
849
Arthur B. Page
$1.59M -$164K -6,000 -9%
GIA
850
GHP Investment Advisors
Colorado
$1.59M +$26.6K +972 +2%
32 33
34
35 36