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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 %
WA
901
WFG Advisors
Texas
$1.36M -$197K -7,200 -13%
CTA
902
Colonial Trust Advisors
South Carolina
$1.36M +$376K +13,722 +38%
CCG
903
Cypress Capital Group
Florida
$1.35M – – –
GIM
904
Goelzer Investment Management
Indiana
$1.34M -$65.8K -2,400 -5%
LWM
905
LBA Wealth Management
Florida
$1.34M +$84.9K +3,096 +7%
AR
906
Advisory Research
Illinois
$1.34M +$36.4K +1,326 +3%
DIS
907
Diversified Investment Strategies
Louisiana
$1.32M – – –
CA
908
Cetera Advisors
Colorado
$1.32M -$292K -10,680 -18%
KIA
909
KCM Investment Advisors
California
$1.31M +$76.8K +2,802 +6%
PAI
910
Pittenger & Anderson Inc
Nebraska
$1.3M +$302K +11,025 +30%
OIA
911
Optimum Investment Advisors
Illinois
$1.29M -$78.1K -2,850 -6%
RC
912
Roundview Capital
New Jersey
$1.29M -$253K -9,216 -16%
WCM
913
Wunderlich Capital Managemnt
Tennessee
$1.28M -$15.9K -579 -1%
VFA
914
Voya Financial Advisors
Connecticut
$1.28M +$1.28M +46,329 New
CT
915
Cambridge Trust
Massachusetts
$1.27M +$82.4K +3,006 +7%
MIM
916
Midwest Investment Management
Ohio
$1.27M -$44.8K -1,635 -3%
SNBOSCI
917
Security National Bank of Sioux City Iowa
Iowa
$1.27M +$13.1K +477 +1%
RBC
918
Ronald Blue & Co
Georgia
$1.26M +$128K +4,653 +11%
GGI
919
Godsey & Gibb Inc
Virginia
$1.26M -$28.8K -1,050 -2%
Arrowstreet Capital
920
Arrowstreet Capital
Massachusetts
$1.26M +$1.26M +45,900 New
LC
921
Lincoln Capital
Nebraska
$1.26M -$6.17K -225 -0.5%
BSWMG
922
Barrington Strategic Wealth Management Group
Illinois
$1.24M -$21K -765 -2%
BFC
923
Blue Fin Capital
Rhode Island
$1.24M -$15.6K -570 -1%
RHJA
924
Rice Hall James & Associates
California
$1.23M – – –
AIM
925
Aspen Investment Management
Michigan
$1.23M +$5.1K +186 +0.4%
35 36
37
38 39