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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 %
Aristotle Capital Management
926
Aristotle Capital Management
California
$1.21M -$49.4K -1,800 -4%
TCOV
927
Trust Company of Vermont
Vermont
$1.21M -$8.06K -294 -0.7%
EFS
928
Essex Financial Services
Connecticut
$1.21M +$74K +2,700 +7%
MPM
929
Meritage Portfolio Management
Kansas
$1.21M -$8.22K -300 -0.7%
PAM
930
Palisade Asset Management
Minnesota
$1.21M +$160K +5,820 +15%
BTNA
931
Bremer Trust National Association
Minnesota
$1.21M +$7.24K +264 +0.6%
CC
932
Cipher Capital
New York
$1.19M +$1.19M +43,440 New
HTC
933
Haverford Trust Company
Pennsylvania
$1.18M +$111K +4,038 +10%
MCM
934
Maryland Capital Management
Maryland
$1.18M -$135K -4,935 -10%
IFS
935
Ifrah Financial Services
Arkansas
$1.18M -$1.48K -54 -0.1%
TCM
936
Texan Capital Management
Texas
$1.17M -$1.15M -42,000 -50%
EGA
937
Eagle Global Advisors
Texas
$1.16M +$23.5K +858 +2%
WS
938
Wedbush Securities
California
$1.16M +$96.6K +3,522 +9%
KFS
939
Kurt F. Somerville
$1.16M – – –
CCG
940
Chatham Capital Group
Georgia
$1.16M -$8.23K -300 -0.7%
PTC
941
Private Trust Company
Ohio
$1.15M -$15.1K -552 -1%
ST
942
Smithfield Trust
Pennsylvania
$1.15M -$4.11K -150 -0.4%
BC
943
Bartlett & Co
Ohio
$1.15M +$7.65K +279 +0.7%
ST
944
Somerset Trust
Pennsylvania
$1.14M +$84.1K +3,069 +8%
BDF
945
Balasa Dinverno & Foltz
$1.14M -$10.1K -369 -0.9%
WA
946
Wheatland Advisors
Pennsylvania
$1.13M -$4.03K -147 -0.4%
IPC
947
Independent Portfolio Consultants
Florida
$1.13M +$32.1K +1,170 +3%
FDCC
948
Foster Dykema Cabot & Co
Massachusetts
$1.12M -$24.7K -900 -2%
BSW
949
Buckingham Strategic Wealth
Missouri
$1.12M +$51K +1,860 +5%
CCM
950
Courage Capital Management
Tennessee
$1.12M -$1.25M -801,669 -53%
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