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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 %
ICAS
851
Investors Capital Advisory Services
Massachusetts
$1.59M -$93.5K -3,414 -6%
SACTSONJ
852
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.59M – – –
NPC
853
National Planning Corporation
California
$1.58M -$857K -32,889 -35%
BEAM
854
Baker Ellis Asset Management
Washington
$1.57M +$230K +8,370 +17%
AP
855
Advisor Partners
California
$1.57M -$89.6K -3,270 -5%
BA
856
Birinyi Associates
Connecticut
$1.57M -$1.57M -57,150 -50%
SKK
857
Shepherd Kaplan Krochuk
Massachusetts
$1.56M -$384K -14,019 -20%
HCP
858
Holt Capital Partners
Texas
$1.56M +$1.35M +49,185 +639%
SI
859
SII Investments
Wisconsin
$1.55M -$139K -5,106 -8%
SC
860
SouthState Corp
Florida
$1.55M -$82.4K -3,003 -5%
Twin Tree Management
861
Twin Tree Management
Texas
$1.55M -$2.32M -84,489 -60%
SWK
862
Stephen W. Kidder
$1.55M -$740 -27 -0%
AT
863
Argent Trust
Texas
$1.54M -$1.23M -44,925 -44%
BPM
864
Bowling Portfolio Management
Ohio
$1.52M -$35.3K -1,287 -2%
MIM
865
Montgomery Investment Management
Maryland
$1.52M -$17.3K -630 -1%
AAM
866
Azzad Asset Management
Virginia
$1.52M +$450K +16,401 +42%
PI
867
Pettee Investors
Connecticut
$1.52M – – –
BCM
868
Barometer Capital Management
Ontario, Canada
$1.51M -$23M -840,900 -94%
MCM
869
Manchester Capital Management
Vermont
$1.51M -$87.6K -3,195 -5%
NBC
870
Neuberger Berman Canada
Ontario, Canada
$1.51M -$986K -35,976 -40%
Pacer Advisors
871
Pacer Advisors
Pennsylvania
$1.5M +$1.5M +54,840 New
PRCM
872
Pine River Capital Management
Minnesota
$1.48M +$213K +7,752 +17%
GAMA
873
Graticule Asia Macro Advisors
New York
$1.48M +$1.48M +54,000 New
LPT
874
Legacy Private Trust
Wisconsin
$1.48M -$271K -9,900 -16%
JIM
875
Jupiter Investment Management
United Kingdom
$1.46M +$962K +35,100 +192%
33 34
35
36 37